2 weeks ago - last edited 2 weeks ago
I wanted to start a thread to gather some insights on the criteria you use to tag contacts as non-marketing in your CRM.
This is a question I am constantly asked and here are some of the recommendations I usualy give:
Wednesday - last edited Wednesday
I just logged in to ask nearly this exact question.
We want to import a group of B2B contacts (i.e. OEM partners) that are to be assigned to one account manager and are NOT to be added to any of our other lists associated with end user marketing. I'd like to avoid having to adjust them each manually and individually on a contact-by-contact basis after import to remove them from the marketing 'newsletter' list that everything is added to. Is there an easy way to do that at the time of import?
Thanks in advance!
2 weeks ago
I like the above suggestions.
I would add that i think tagging career seekers as non-marketing automatically could help (unless you market to them while they are actively in the recruitment process) but consider removing them later.
In terms of when to change contacts from marketing to non-marketing, in a business that sells to repeat customers, look at the buying cycle and deactivate customers post-purchase and reactivate them when they are close to that window where they would buy again. That way you are using your customer database effectively and not wasting marketing contacts on people who are inactive.
2 weeks ago
Thank you for sharing @JenBerenguer!
Hi @karstenkoehler, @NicoleSengers, @Jonno_Price, @AprilDawn, I wanted to get your thoughts on tagging CRM contacts as non-marketing. Are there any other criteria you'd consider aside from the ones that @JenBerenguer mentioned? Thank you!
Mia, Community Team