Contacts

CREATED: MAY 11, 2016  |  LAST UPDATED: MAY 11, 2016  |   BOOKMARK  |   COPY URL


Creating and importing new contacts, creating segments, searching and editing lists for email campaigns are made easy with TractionNext. Have the flexibility to create numerous contact lists as well as multiple segments. Lists are independent of each other, which means individual customers can be on multiple lists and a part of various segments.

Below is an explanation of some of common terms used when talking about Contacts. This will become clearer as you read on in more detail about how each of these function within the platform.

Contacts Definitions:

Account: This is the account owner and where all contacts are assigned to as the main data base. You will see the Account in the top right of your screen next to your user name.

Accounts can be set up as a single company account or separated into individual departments to keep databases separate.

If you are a marketing agency using TractionNext to send emails on behalf of clients then this is where you will see a drop down menu of individual customer accounts.

Contacts: This is your contact database where you can manually enter contacts or import and export from external file sources such as an Excel spreadsheet. This is where you would also permanently delete a record from. You would use Contacts as a place to store individual contact records.

Lists: Are a static group of contacts, separate from the database. Contact Lists are a chosen group of people that won't change unless you manually make a change or set up a form to feed new subscriber contacts into a list. You would use Lists as a way to define a group of recipients, e.g. "TractionNext Subscribers" or "VIP customer promotions list".

Segments: Are a dynamic grouping of contact details, they hold criteria rather than a list of people, e.g.; "All males in NSW". A Segment will update the number of Contacts it returns in a search each time by running an updated search on the database and picking up all individuals who meet that criteria. The segments you can create are dependent on what data you have collected. A Segment is not defined to just one List it can work across multiple Lists to extract contact details. You would use Segments if you wanted to extract Contacts relating to a particular criteria within a list. For example; if you want to send a reminder to all contacts who's subscription expires on 4th January 2019.

Contact Fields: Are additional fields of data that are not already pre-configured in TractionNext. You would use Contact Fields if you wanted to collect and filter your contacts based on a unique data requirement, such as the university the contact attended which is not a standard data requirement collected.

Blocklist: This is where you to block or un-block contacts from receiving communications. You would use this if a contact has requested you unsubscribe them, as an alternative to them clicking the unsubscribe link. This is also where you would look if a contact has notified you that they are not receiving emails but they would like to be, if they appear in the Blocklist you can then unblock them.