Knowledge Base > Contacts > Managing and Segmenting Groups and Contacts

in Contacts Tags: contactsfieldsgroupssegmentationtags

Due time, accumulate in the system many contacts which collected in different ways: online forms, manual registration, import from CRM system, and more.
In many cases, it would not be effective to send the same campaign to all of your contacts in your account‏.

A correct segmentation of contacts that lives in a particular area, ensures that the campaigns you send will be targeted and effective. For example, you can segment your contacts to women or men – who lives in a particular area. It is, therefore, important to keep contact lists organized by various features which are important to you.
In this tutorial, we will explain the principles of correct work with contact lists of “inwise” system‏.‏

The initial unit – contact

The basic unit of all mail account is the contact, which sometimes called the “recipient”.
The contact person which is listed on the account represents a real person who signs up for the mailing list and expressed consent for mailing.

‏ Fields – contact information

Details and information about contacts organized in “inwise”system fields. The fields contain the contact’s features such as age, gender, city of residence and so on. “inwise” system is a multi-channel system, and therefore the key fields are an email address and the contact’s mobile phone number. But of course, you can add any relevant field that is relevant to you, without any limitation.

For example, you can decide to send different campaigns to different contacts from different cities.
As part of this, you can collect the data related to the living area of your contacts, and create a field called “place of residence”, and that will contain values such as “North”, “South”, “Center”,  “abortion”, etc.

As you can see below, the fields are used to create a personal reference, for example by using the first name; also to create groups with similar properties, such as grouping your contacts from the central region to one group.

Types of field

There are several types of fields in the system that intended for different types of information

1. Text fields – intended for an email address, name, ect.
2. Numbers fields – intended for numbers information only, such as phone number
3. Date fields – contain only a date, such as date of birth or date of registration

Field can be open or closed.

On one side an open field enables you or the registered contact to type values in a freeway (such as address, first name, etc.). On the other hand, the closed field contains Pre-set values. Gender, for example, is a closed field, because it contains only two values – male or female, in contrast, the “first name” field will be open field text.

Groups

The most basic form of contact’s management is dividing them into groups

 

The decision about which groups will be considered in the account solely depends on you and according to your needs. There is no limitation on the group’s number that can be created or limitation on the contact’s number that can be included in the group.

In this example, we divided the contacts by the colour of their shirt and created four groups. While sending it can be decided to send the campaign to all groups in the system or just one, two or more

Segmentation Groups

Segmentation groups are another means for targeting mailers.

You may often to”pull out” certain people with similar features,that are in different groups. Just for this segmentation is possible. Segmentation allows you to group together contacts with similar features, listed in different groups in the system.

In our example here, the account owner wanted to group all the people with a white stripe on the shirt. In all four existing groups, there are contacts with white stripe on their shirt

The system based on the data which appear in the segmentation field recognizes the relevant contact from all four group and create new group – “with white stripe”

It can be created countless segmentation without damaging the original groups

You can learn more about segmentation in this guide.

 

Tags

Tags allow you to unite several groups under a single title. It’s an option of inner checking, to additional organization of the groups, and to pereform sending that targeted in similar features of groups of contacts

Lets’ say that in addition to the stripe on the shirt (as we could see in the segmentations), there are other possibilities of decoration on the shirts.
For example shirt with a circle. Which mean the contacts can be with the same colour of the shirt but with a different feature a stripe or circle.

Lets’ say that you have chosen to group the contact by two features – the colour of the shirt and the printing, as shown in the picture. Meaning, group with pink shirts and circle, group with pink shirts and stripe, group with green shirts and circle, a group with green shirts and stripe, and so on.

Using tags enables grouping the groups under the same feature, for example by the printing on the shirt:

 


There is no limitation on the number of tags that group can get – one group can appear under several tags at the same time.

you can learn more about creating tags in this guide.