Welcome to our tutorial on managing your customer base more efficiently.
Today, we’ll discuss two effective methods of adding groups of customers to your marketing campaigns or workflows: using a tagging system and importing customer lists. These strategies can help you streamline your processes, effectively target your efforts, and maximize your marketing ROI.
Table of Contents
Adding a Group of Customers to a Workflow using Tags:
- Have your customer list segmented using tags.
- Go to the ‘Quick Search‘ feature.
- Type the tag of the group you want to add to the campaign (e.g., ‘past customers’).
- The system will show a list of customers associated with this tag.
- Select all customers in the list.
- Click the ‘Add To Campaign/Workflow‘ button.
- Click ‘Ok, Proceed‘ to confirm.
- Select the campaign or workflow to add the customers to.
- Choose how to add the customers: All At Once, All At Schedule Time, or In Drip Mode.
- Click the ‘Add To Campaign/Workflow‘ button again to confirm.
Adding a Group of Customers to a Workflow using a List:
- Go to ‘Import Contacts‘.
- Click ‘Upload A File‘.
- Select the file with the list of customers you want to add.
- Click ‘Next‘ to map the information.
- Click the ‘Advanced‘ button.
- Toggle on the ‘Add To Workflow/Campaign‘ option.
- Select the campaign or workflow to add the customers to.
- Click ‘Submit‘ to import the data and automatically add these customers to the selected campaign.
And that concludes our tutorial on bulk-adding customers to a campaign or workflow. With the power of tags and contact list imports, you can easily add your customers to targeted marketing campaigns.
Remember, effective customer segmentation and the strategic use of tags can significantly enhance the efficiency of your campaigns. Continue exploring these methods to ensure your marketing efforts reach the right people at the right time. Happy marketing!