Method Community

We've not resolved my issue, Ben. We've processed our first list successfully yesterday. After the process was complete I retruned to the list builder tab yesterday afternoon and again this morning, and clicked List Builder, when opened the only tab offered on the screen is step 2. As if the first list was not processed. ...

This is an upadate to my earlier post. We have just processed the entire FL list. I ran prefectly. However, now we want to start again and the list builder starts at step 2 with the empty grid from before. I have closed out of Method and re-started and it''s the same result. How do we get a new list builder? Thanks

Your welcome Ben, you guys earned it. Here's where I'm stuck. I want to start over but can't get back to step one. I have myself entered as a lead so I'm on the list of FL leads. I thought if I just checked my record then selected process it would finish this process and I could start over. However all that did was take my name ...

Ben, We have customized the ListBuilder Screen to show City, State, and Zip. Sorted by State, City and Company Name. This gives us what we're looking for. We then deleted all other states but FL. I wish that I would have known that the last step, Process, had a check box to process only those records checked. I would not have deleted all ...

Thanks Ben, Now We're back to square one. How can we sort our leads by state, or any other applicable field, so we can target our campaigns?

Ben,  These are Customer Leads, importied into the Customer Leads table.  in order to futher pusue. within Method. Thanks Scott 

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...

Thanks Ben, Let me make sure I got this. Step one: is to add all the tags we expect to sort by to an existing record in method. Like all the states, Dealer Type, etc. Doesn't matter who Step two: Export the leads contact table with the fields you showed. Step three: Then sort the records so we can add the appropriate tag, correct. ...

We have successfully imported and loaded all our US leads for a dealer campaign we are launching. We've decided to work our leads state by state. We want to filter our US lead list by state but we can't find a way to accomplish this without building completely seperate campaigns for each state. Studied the webinars, read the help center ...

Thanks Jason for your prompt response. I'm surprised this isn't a standard feature. Maybe most of your users don't have to scroll through long lead & customer lists. Hopefully your feature request will meet with a positive response. Thanks again Scott Drury Visualint