In this concise training, we'll guide you through the process of organizing your contacts into tailored lists within your LeadDec account. Such segmentation can be incredibly beneficial, whether you're aiming to distinguish between old clients and new six-week members or any other specific groupings. Here's how you can achieve detailed organization, primarily using tags for easy differentiation.
Step-by-Step Guide:
1. Utilizing Tags for Segmentation:
Ensure the contacts you wish to segregate are appropriately tagged within your LeadDec account. Tags can be based on their participation in specific automations, their status in certain pipelines, or their involvement in particular opportunities. The simplest approach, however, is straightforward tagging.
2. Creating a List for Old Clients:
Navigate to the Filter option at the top of the contacts page.
Scroll down to Tags and select it.
Choose the Old Client tag and apply the filter.
Save this filtered view as a Smart List, naming it “Old Client List.”
You now have a dedicated list of your old clients, accessible with a single click.
3. Creating a List for Six Week Members:
Repeat the filtering process, this time selecting the Six Week Members tag.
Save the new filter as a Smart List named “Six Week Members List.”
You can easily toggle between your old clients and six-week members, along with viewing all contacts unfiltered.
4. Managing and Updating Lists:
Should a contact’s status change, you can manually update their tags to reflect their new positioning. For instance, removing the “Six Week Members” tag if they’re no longer part of the program and adding them to “Old Clients” if applicable.
Updates to tags will automatically reflect in your Smart Lists, ensuring accurate and up-to-date categorization.
5. Utilizing Lists for Communication:
With your contacts now segmented into specific lists, executing mass emails, texts, or incorporating these segments into automations becomes significantly more straightforward. This organization streamlines communication, ensuring your messages are targeted and relevant to each distinct group.
Conclusion:
By creating specific lists through tagging in LeadDec, you can enhance your marketing efforts, improve communication strategies, and maintain an organized contact database. This method not only simplifies the process of locating and interacting with different member types but also enables more personalized and effective outreach initiatives. Remember, ke