Ad hoc email flows for the various segments
Posted: Mon Jan 06, 2025 9:58 am
In this case, it will be necessary to extract the database file in .csv (comma separated values) format by selecting the important fields that you want to import into the marketing automation software . Once the file has been imported, it becomes possible to segment the existing contacts based on the imported fields and create specific groups based on their specific characteristics. For example, all customers in the RC Auto branch can be inserted into a “Mobility Marketing” segment, those in the accident branch into a group called “Accident Marketing”, and so on.
Alternatively, a more technically complex but also more far-sighted bulgaria whatsapp resource operation is to directly interface the marketing automation software with the agency or company CRM software . In this way, the contacts will be automatically exported from the CRM to the marketing automation software, where – after mapping fields and tags between one software and the other – they can flow directly into the corresponding segments.
Segments – that is, groups of users with similar interests and characteristics – represent the ideal starting point for what is in fact the main function of marketing automation: the creation of email flows (workflows) to send to contacts .
Alternatively, a more technically complex but also more far-sighted bulgaria whatsapp resource operation is to directly interface the marketing automation software with the agency or company CRM software . In this way, the contacts will be automatically exported from the CRM to the marketing automation software, where – after mapping fields and tags between one software and the other – they can flow directly into the corresponding segments.
Segments – that is, groups of users with similar interests and characteristics – represent the ideal starting point for what is in fact the main function of marketing automation: the creation of email flows (workflows) to send to contacts .