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Contact Segmentation in Papercurve CRM

In the world of email marketing, reaching your audience effectively is key. But how can you make sure your message speaks directly to each recipient? The answer lies in contact segmentation.

Create a Segment Name

One of the fundamental features of a CRM like Papercurve CRM is the ability to organize your contacts into meaningful groups or segments. Giving your segment a descriptive name for instance, a segment called "VIP Customers" or "Prospects", will help you categorize your contacts, making it easier to send targeted messages and content to specific groups.

Use Tags to Label Content

Tags are like sticky notes that you can attach to your content or contacts in Papercurve. They provide a quick and efficient way to label and organize information. Enter a relevant tag name. For example, you might use tags like "Product Launch," "Newsletter," or "Follow-up."
Tags are versatile and can be applied to various types of content, including emails, documents, or notes. They help you quickly locate and manage related items.

Add Contacts to the Segment

Now that you've created a segment and tagged your content, it's time to add contacts to that segment. This process allows you to keep your contacts organized and target them with tailored communication.

This can be done before creating a segment by checking all required contacts then selecting the "Creating a Segment" button or after creating the segment using the "contacts" field. By adding contacts to segments, you can send them emails, updates, and information specific to their needs or interests. This targeted approach enhances customer engagement and satisfaction.

Papercurve CRM streamlines your contact management process by allowing you to create segments, use tags to label content, and add contacts to those segments. These features simplify your workflow, making it easier to communicate effectively with your audience and build stronger customer relationships.

If you would like to learn more about this feature or provide feedback on how this feature might benefit you, please contact us!