The quota management feature can be useful for businesses involved in political activities, for example, or companies who need demographic-based data that can be aggregated via highly specific phone surveys.
Let’s say you want to contact 50 females over the age of 35, and once you’ve contacted those 50, you don’t want to contact any more females over the age of 35 — at all, ever again, for this campaign.
To achieve this, you’ll first need to have a lead list ready to upload with two separate columns, one for each lead’s gender and the other for their age. Later, when we upload the list
, we’ll map the lead gender column to the Aux Data 1 field and the lead age column to the Aux Data 2 field.
However, before you can upload a lead list, you must first configure your quota management dialing rules in order for this feature to work properly. To do so, you can navigate to Dialing > Advanced settings > Quota management via the left nav bar.
First, you’ll need to create a quota group
to organize your preferences. Then, within any given quota group, you can create one or more targets — that is, the sets of rules that will identify the types of leads you wish to contact. You can also use comparator statements to set those quota management rules.
First, you must decide on a target count, which acts as your threshold. The target count represents the maximum number of leads you want the system to dial that match your criteria. In this example, your target count would be 50 because you don’t want the system to dial any more women over the age of 35 once it has reached out to 50 women who fit that criteria.
Then you give the system information about your criteria. The first criterion in this case would be ‘females,’ and the second would be ‘over 35 years of age.’
To properly execute this concept using the quota management tool’s comparator statements, you might configure your settings to look something like the following: