Creating Targeted Contact Lists
In the Marketing section of our platform, agents can create targeted contact lists using custom rules. These lists help you identify a subset of customers or prospects who meet specific conditions, making it easy to focus your marketing efforts on the right audience.
The system allows agents to build rules based on various factors, such as the types of policies or products customers have purchased, policy expiration dates, zip codes, and more. This flexibility ensures you can tailor your marketing efforts to specific segments of your customer base.
How to Use Targeted Lists for Campaigns
Once a targeted list is generated, it can be used for a variety of marketing campaigns. For example, you can run a mass texting campaign to promote new products, cross-sell services, or send reminders for expiring policies. Similarly, email marketing campaigns can be tailored to this specific group, ensuring your messages are relevant and timely.
Creating Lists with Custom Rules
To create a targeted list, agents can define custom rules for the system to search through existing customer or prospect records. These rules can be as broad or as specific as needed. For example, you can search for customers who have policies expiring in the next 30 days, or prospects who live within a certain zip code, or even customers who have purchased specific types of products.
Importing Lists of Contacts
In some scenarios, you may want to use a pre-existing list of leads or contacts instead of defining custom rules. The platform allows agents to import files with lead information, creating a targeted list without the need to manually input each contact. This feature provides flexibility for agents who have acquired lists from external sources or wish to focus on a particular group of leads.
Using Targeted Lists for Marketing Campaigns
After creating a targeted contact list, it can be easily applied to marketing campaigns within the platform. Whether it’s a mass text campaign to alert customers about new products or services, or an email marketing campaign with personalized offers, targeted lists allow you to focus your efforts and increase engagement.
Conclusion
Targeted contact lists are a powerful tool for segmenting your audience and running focused marketing campaigns. By defining custom rules or importing lead lists, agents can easily find the right prospects or customers to engage with. Whether through email marketing or mass texting, targeted lists ensure your campaigns reach the right people, helping you increase sales, customer retention, and overall engagement.
Watch the video below for a step-by-step tutorial: