Organizing Contacts

One of the most significant parts of XSellerate is the contacts database. Without contacts, after all, you have no audience for your marketing efforts. You can access your contacts database by clicking the Contacts icon in the main toolbar. Once you're there, there are several things you should do to ensure the best results from your marketing campaigns.

• Import any contacts you have in other contact managers to freshen your list of recipients.
• Create groups you can use to logically organize your contacts
• Assign contacts to the groups you create so that you can target campaigns at those groups instead of on an individual basis.
• Update your existing contacts ensuring that each has:
  • An e-mail address
  • A mailing address
  • An indicated contact type

If you have a lot of contacts, you may want to work on these progressively. If you're using recurring or interval based campaigns, you can always enroll other contacts later as you continue to update the information in your contacts database. For more details on groups, contact types, and contact management, see the Contacts section of this user's guide.

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