What are the best practices for adding a contact to the system?
Posted by The Team at Mindmatrix on 19 October 2015 08:33 AM
Step 1: Click to expand the “Connections” menu and then click on “Contacts”.
Step 2: Click on “Create”.
Step 3: Click on the “info” tab. Add your contact's first name and email address (especially if you are using personalization variables in the email -be sure not use all caps).
Step 4: Click on the “preferences” tab and add a contact type (if you created a custom field for your contact segmentation- use your own field). Click on “Save”.
Note: Some customers use the contact type field under the preferences tab for their types- while other customers have a custom field made under a different tab.
For most customers, your basic types are Prospect, Upselling Customer, and Customer.
If you are unsure, please ask your Specialist.
Step 5: Click on the contact.
Step 6: Click to expand “Views” and then click on “Programs”.
Step 7: Click on “Add”/”Remove” to add/remove the contact to the system or any particular email drip campaign. Click on “Save”.
Note: Only running campaigns will be shown here.