I’ll show you how to use FluentCRM Contacts so you can create a great relationship with your leads and customers and drive your email marketing automation engine.
Without contacts, we don’t need a CRM or an email service provider. That’s why it’s important to organize your contacts to serve your audience properly.
Using both built-in and Custom Fields in your contact records helps you record relevant information about your contacts so you can help them with the right information at the right time.
You’ll also learn when and how to use Lists and Dynamic Segments to power your email marketing automation so the right users get the right offers.
Finally, you’ll learn a method to create tags that help build a profile of your users and track them through your email marketing automation journey on your FluentCRM system.
Check out the article below to read more about creating tags for email marketing automation and customer relationship management.
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🟩 Check out this article about naming Tags in FluentCRM 🟩
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Timestamps
0:00 How to Use the Contacts, Lists, Tags and Segments in FluentCRM
0:38 How to find the Contacts area in FluentCRM
0:53 Adding Contacts into FluentFRM
5:50 Options to Export users from FluentCRM
6:36 Working with a Contact Record in FluentCRM
9:23 Adding Custom Fields to Contact Records
10:25 What is a List in FluentCRM?
11:01 Why you may prefer using a Dynamic Segment
14:08 The purpose of a Tag in your CRM
16:34 The SMART way to name a Tag
21:22 Recap
21:44 End Card