Understanding and Managing Contacts: A 101 Guide
The Contacts tab is one of the most essential features in managing leads and client data effectively. This section helps you organize, manage, and utilize contacts with ease, making it a crucial tool for keeping track of your communication and interactions with clients. This article will cover how to efficiently manage contacts, add new ones, and use features like smart lists, bulk actions, and custom fields to streamline your workflow and enhance your marketing campaigns.
Key Features and Benefits:
- Easy Contact Management: All of your contacts, whether email or SMS, are displayed in one place, allowing you to view and select them easily.
- Quick Add & Import: You can manually add contacts or upload them in bulk via CSV files.
- Pipeline Changes: You can easily move contacts between pipelines and automate these processes.
- Send SMS & Emails: Quickly send messages to selected contacts via SMS or email with just a few clicks.
- Smart Lists: Filter and organize contacts using smart lists, which help in segmenting your audience and targeting specific groups for campaigns.
- Custom Fields: Add specific information to your contacts with custom fields, allowing for more precise filtering and targeting.
- Task Management: Create tasks for your team members to stay on track with client follow-ups or actions needed.
How to Use It:
1. Add Contacts (Manually): To add a contact manually, simply click "Add Contact," fill in the information, and save. You can also upload contacts via a CSV file by clicking the “Import” button.
Contacts are automatically created upon Form, Survey, and Quiz Submissions. Third-Party Apps: You can create an Automation to set up a Zap to automatically create contacts from other apps (e.g., Google Sheets). Finally, Facebook Lead Ads: Contacts from Facebook Lead Ads can be automatically added to Mastermind when they fill out your lead form.
2. Use Pipeline Changes: If you need to move a contact to a different pipeline, just select the contact, choose the new pipeline, and move it.
3. Send SMS/Emails: Select multiple contacts, then click on the "Send SMS" or "Send Email" option to quickly communicate with your audience.
4. Create and Use Smart Lists: Create filters based on tags or specific information (like first name, company, or email) and save them as smart lists for faster access. To create a smart list, apply the filter and click “Save as Smart List.”
5. Add Custom Fields: Navigate to the contact settings and click "Add Field" to insert custom data fields, helping you organize your contacts better.
Pro Tips:
- Tagging Is Key: Make sure to tag your contacts properly, as this will make it easier to organize, search, and automate actions.
- Use Smart Lists for Targeted Campaigns: Smart lists are an excellent way to segment your audience based on specific criteria, like past purchases or engagement.
- Leverage Custom Fields: Custom fields are perfect for gathering specific details about your contacts, like customer preferences or purchase history, which can help personalize your communication.
FAQ
Q: How do I add a new contact?
A: Click on the "+ icon" to add contacts in the Contacts tab, fill in the required information, and save.
Q: Can I import contacts in bulk?
A: Yes, you can import contacts by uploading a CSV file from the "Import" button in the Contacts tab.
Q: What are Smart Lists, and how do I use them?
A: Smart Lists are filtered lists of contacts based on specific criteria. To use them, apply a filter and save it as a smart list for quick access in the future.
Q: How do I move contacts between pipelines?
A: Select a contact, choose the new pipeline from the options, and move the contact to the new stage.
Q: How do I add custom fields to my contacts?
A: Go to the contact settings, click "Add Field," select the field type, and input the required information to customize your contact data.