All Collections
Manage Contacts
Manage Contacts Overview
Manage Contacts Overview
Be customer-focused and keep improving profitability with a well managed contact base [Reading time: 2 minutes]
Eva Kriegel avatar
Written by Eva Kriegel
Updated over a week ago

Contacts are the lifeblood of any email marketing strategy. After all, without contacts who are you sending emails to? 

Having contacts is one thing, for high-performing email marketing campaigns you must have your email list organized.

When your contact lists are disorganized, sending an email to a specific segment can be a nightmare of copying and pasting in your Excel files.

With proper email list management, you can turn that nightmare to a few clicks. 

Keeping your email lists organized can save you a lot of time that you can spend on what is more important. Your email content and targeting.

In Automizy, you can organize your contacts into Lists, use Live Filtering to filter and search for contacts who have something in common, and apply Tags to label your contacts based on their actions, life cycle stage and so on.

If you'd prefer video guides, please watch this contact management overview video to learn how to probably manage your contacts.

Let’s go through each in detail.

Lists & List Management

Lists are the highest level grouping you can organize your contacts by. It’s good for separating totally different stakeholders among your contacts like:

  • Newsletter Subscribers

  • Customers

  • Partners

Your email communication towards these stakeholders should be completely different. So, keeping them on separate lists makes sense.

However, I recommend using a list containing all your contacts. So you can apply filters and search in your whole database.

Clicking on “Manage Contacts” will bring up your lists. You can create new lists by clicking on the NEW LIST button on the right side:

View the contacts on a List by clicking on its name or “VIEW”:.
Clicking on the arrow next to “VIEW” will bring up alternate options:

Inside lists, you can filter your contacts with Live Filtering.

Live Filtering 

Live Filtering makes it easy to find a group of contacts in your database.

Effective email marketing is all about proper segmentation. The better you segment your audience the higher your ROI will be.

Live Filtering makes it easy to find a set of contacts that have something in common (e.g. subscribers over a specific age, downloaded an ebook, paid, subscribed in a specific time period, etc.).

Not only can you easily find people in your database, but you can also save them and reuse the same filter later.

In addition, you can easily send them emails using saved filters. So you don’t send the same email to your whole list but you can send relevant offers based on life-cycle stage, interest, geo-location and more.

There’s nothing more annoying than realizing that you forgot to segment. So you have to quit your actual email sending process just to create your filter.

In Automizy you can filter your subscribers any time without leaving the newsletter sending process.

You can filter subscribers based on different types of data:

  • they have or don’t have a specific tag(s),

  • they have less or more than a specific lead score,

  • they joined your list before or after a specific date,

  • has a specific email address, name, company or website,

  • is unsubscribed or bounced,

  • was imported from a specific CSV,

  • and for any custom field you create (e.g. source, geo-location, age, buyer persona, payment size, etc.).

Contact Tags

Tags are labels you can put on your contacts as a way to differentiate them from one another.

You can add a tag for contacts who:

  • Submit a specific form,

  • Purchased a product

  • Downloaded a piece of content

  • Attended an event or a webinar

  • Clicked a link in an email

  • And so on.

You can use these Tags together with other data to create Filters, which you can use to send targeted email campaigns.

You can add or remove Tags via:

When you’re inside a contact list the Tags for each contact will appear below their emails.

To open the profile page and see more details about a specific contact, open your contact list, and click "Edit" on the contact you want to see their profile.

The profile page will display like the following:

Keep your email list organized to improve the performance of campaigns! 

Did this answer your question?