Stop Treating Every Lead the Same
Imagine if you had a pile of 1,000 business cards on your desk. Some are hot prospects, some are old contacts, and some are people who already bought from you. If they are all in one pile, you are paralyzed.
Segmentation is the art of filing these cards into the right folders. The Ultimate Spin Wheel plugin includes a built-in Status System that acts like a set of digital folders, helping you organize your sales pipeline.
This guide explains the default statuses and how to use them to boost your sales.
1. The Default Statuses (Folders)
Every lead is assigned a “Status” tag. You can see these as tabs at the top of the Leads Dashboard.
A. New (⭐)
- The Default: Every user who spins starts here.
- Meaning: “I haven’t looked at this person yet.”
- Action: Your goal is to empty this folder every week. Move them to “Processed” or “Follow-up”.
B. Processed (✅)
- Meaning: “I have exported this person to Mailchimp” or “I have validated them.”
- Why use it: It keeps your “New” view clean. It prevents you from accidentally exporting the same list twice and spamming people.
C. Follow-up (📞)
- Meaning: “This person won a big prize, and I need to email them personally.”
- Use Case: If someone wins the “Grand Jackpot,” don’t let a robot handle it. Move them to Follow-up. Then, send a personal email from the CEO. This personal touch creates loyal customers for life.
D. Purchased (🛒)
- Meaning: “Mission Accomplished.”
- Automation: If you use our WooCommerce Integration, the plugin automatically detects when a coupon code is used. It moves the user from “New” to “Purchased” instantly.
- Value: This folder is your “Hall of Fame.” These are your best customers.
2. Moving Leads (The Workflow)
How do you move a card from one folder to another?
Method A: Single Move
- Find the row.
- Click the Edit (Pencil) icon.
- Change the Status dropdown from “New” to “Processed”.
- Click Save.
Method B: Bulk Move (The Power User Way)
- Check the “Select All” box in the table header.
- Click the “Bulk Actions” dropdown.
- Select “Mark as Processed”.
- Click Apply.
- Result: 50 leads move instantly. This is perfect after you run a CSV export.
3. Why Organization Matters (The Psychology)
A messy list causes “Analysis Paralysis.”
- Scenario: You see 5,000 leads. You don’t know who is new. You feel overwhelmed. You do nothing.
- Scenario with Segmentation: You look at the “New” tab. You see 12 people. You think, “I can handle 12.” You email them. You make sales.
Keeping your “New” folder small forces you to take action. It turns the dashboard from a storage unit into a To-Do List.
4. Advanced Strategy: The “Clean Up” Routine
We recommend this weekly workflow:
- Monday Morning: Log in. Check the “New” tab.
- Filter: Check for any “Jackpot” winners. Move them to “Follow-up” and email them.
- Export: Export the rest to your CRM (if not using auto-sync).
- Bulk Move: Select all remaining “New” leads and move them to “Processed”.
- Zero Inbox: Enjoy the feeling of an empty “New” folder ready for the week’s traffic.
5. Frequently Asked Questions (FAQ)
Q: Can I create custom folders?
A: Currently, the system supports the core 4 statuses (New, Processed, Follow-up, Purchased, Trash) which cover 99% of e-commerce workflows. Custom statuses are on our roadmap.
Q: Does moving to “Trash” delete them?
A: No. Trash is just another folder (a “Soft Delete”). They stay there until you click “Delete Permanently” or until the 90-day auto-cleanup runs (if enabled).
Q: If I move a lead, does it change in Mailchimp?
A: No. The Status tags are internal to the WordPress dashboard only. They help YOU organize your work but do not trigger API calls to external services.
Conclusion
Segmentation is the difference between “Hoarding Data” and “Managing Relationships.” By using these simple folders, you ensure that every lead is treated with the attention they deserve, maximizing your chances of conversion.
Need Help?
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