Managing VIP customers in the CRM

[AprilG]

Hello Community,

I'm reaching out for advice on the most effective way to identify and manage VIP customers, dealers, and distributors in our contact database. While we want to send out general welcome emails or surveys to our contacts, we want to ensure that these specific groups are excluded by these communications as they do not need them.

We're considering options like creating a separate list and updating it when necessary, introducing a new contact property, or implementing a specific field. If anyone has found a successful solution or has insights on managing this effectively, I would greatly appreciate your input.

[Jigar_Thakker · Accepted solution]

@AprilG 

The most effective way to identify and manage VIP customers, dealers, and distributors in a contact database is to create a separate list and segment them based on their interests and original source of contact you are correct it can be done by creating a contact property example "VIP Customers".

Additionally, it is important to actively delete outdated or unengaged contacts and ensure that contact sources are of high quality and that explicit consent is required from any new contacts: https://knowledge.hubspot.com/email/how-to-clean-up-your-contact-lists-to-improve-deliverability 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

[karstenkoehler · Accepted solution]

Hi @AprilG,

You can leverage existing properties for this (e.g. Persona), or, if you find that more suitable, create a new property for Contact type. (I prefer the latter.) In this property, you would have dropdown options for VIP customer, dealer, and distributor.

This contact property would have to be maintained by you and your team. This maintenance could be manual, via import or via workflow if you have other identifiers in HubSpot which let you find and label these contacts easily.

Once that has happened, you can create an active contact list which serves as an exclusion list, under Menu > Contacts > Lists. In this list, simply filter for 'Contact type is any of ...', then set this list as an exclusion list in your workflow settings.

Alternatively, you can also include this directly in the enrollment criteria of your workflows that send welcome emails and surveys and set a filter that a contact cannot be a member of that list.

Whenever you're sending communication manually (regular email sends), make sure to manually exclude this new list. I recommend documenting and sharing this with other HubSpot users so they know which list to use and when to exclude this.

Let me know if you have any follow-up questions!

[Jigar_Thakker · Accepted solution]

@AprilG 

The most effective way to identify and manage VIP customers, dealers, and distributors in a contact database is to create a separate list and segment them based on their interests and original source of contact you are correct it can be done by creating a contact property example "VIP Customers".

Additionally, it is important to actively delete outdated or unengaged contacts and ensure that contact sources are of high quality and that explicit consent is required from any new contacts: https://knowledge.hubspot.com/email/how-to-clean-up-your-contact-lists-to-improve-deliverability 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.