• How to create a List

  To create a list, click on Audiences » Lists » New List. Then give your List a name. Once the List has been created, there are two options for adding contacts to the List. You can import contacts into the List by clicking on the "Import Contacts" button inside the created List. Through our Contacts list found in the CRM, to add contacts in this way, simply select the contacts you want, click on "Actions" and then click on "Add List".Popular

• Difference between Lists and Segments

  Lists vs. Segments Lists: Fixed sets of contacts stored in a database. Each user belongs to a specific list. If the same contact is in multiple lists, it counts as a duplicate. Typically used for distinct subscriber groups (for example, VIP Clients, Leads, Former Clients). Segments: Dynamic groups within a list, created based on specific filters and criteria. Contacts are automatically added or removed as they meet (or no longer meet) the defined criteria. UsefPopular

• How to create Audiences

  This article explains the concept of audiences and provides a step-by-step guide on how to create one. What are audiences? Audiences are dynamic lists that allow you to segment your contacts.  This segmentation allows you to send personalized communications to different contacts in your database. How to access Audiences? To access Audiences, click on the “Audiences” option in the left-hand menu. This will display all the audiences you have created.Popular

• How to Create and Add Contacts to a List

  Managing your contacts in an organized manner is essential to optimize communication and lead tracking in Closum. In this video, we show you how to create and add contacts to a List, allowing you to segment and manage your contact base in a simple and efficient way.Popular

• How to Create Custom Fields?

  Custom Fields for Contacts In Closum you can add custom fields containing any information about a contact. However, custom fields such as “Name”, “Email “, “Phone Number” and “Birth Date” are already included in our platform and should not be modified. To configure custom fields, navigate to Settings » Application » Contact. Then, under “Contact Fields”, click on “Configure Fields”. Click on “Add Fields” and select the Field Type. (https://storage.crisp.chatPopular

• Contact Qualification

  Contact Qualification has the different categories of a contact (Subscriber; Lead; Marketing Qualified Lead; Sales Qualified Lead; Opportunity; Customer; Evangelist) with their respective meaning on the left-hand side of the screen. Subscriber - Contacts who know about your company and have chosen to find out more about it. These are probably visitors who have subscribed to your blog or newsletter. Lead - Contacts who have shown an interest in your brand. An example of a lead is a contSome readers

• Undoing an Import

  You can undo a contact import at any time and for any reason. To do this, you need to delete the contacts from that import. When you do this, only the contacts that were added in the process will be removed, without affecting contacts that were already part of the database previously. In addition, the data in the fields updated in existing contacts will not be reversed, i.e. any information changed during the import will remain unchanged. How to undo the import Whether it's an import wSome readers

• How to delete Contacts

  Delete by Audience and by List If you want to delete a large number of contacts in one go, we have a feature that allows you to do so quickly and easily. Important note: Deleting contacts is irreversible. Make sure you want to permanently remove contacts before proceeding. Recommendation: If you need a backup, export the contact list before deletion. See our guide ‘How to export contacts’. Delete by Audience The first step to deleting a large number of contacts in oneSome readers

• How to access a contact's ID?

  To access the ID of a contact or a list/segment, you need to open its URL. In the URL, only the last few numbers correspond to the ID.Few readers

• How can my contacts delete their personal data?

  If you need to, send the link: https://www.closum.com/privacy/personal-data/request-access to the contact in question. The contact will then be able to delete/edit their data.Few readers

• Reassign contacts between users

  You can reassign your contacts in two ways: Manually, reassign Contact to Contact. In mass, you just need to go to Members and click on Transfer Leads.Few readers

• Advanced Audiences

  Creating audiences can be confusing, especially when using AND/OR logic and inclusion and exclusion conditions. In this document we'll explain the logic and how it works in each case. AND logic With AND logic our system includes contacts who fulfil all the selected conditions. When using the AND logic, all the conditions must be met by the contact for it to be added. Example 1: E logic with inclusion conditions. Let's say you're creating an audience and using the AND logic withFew readers

• How to import contacts

  In this article, we explain how to import contacts into Closum correctly. In the video, we show you how to import contacts step by step. Firstly, go to Contacts in the left-hand menu and click on Import. Then click on Download template to download the import template (you should choose the .xlsx format or the .csv format) available in the right-hand corneFew readers

• How to exclude contacts in your segmentation

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• How to create a Marketing CRM

  Customer relationship management CRM stands for Customer Relationship Management. In Closum you can add, edit and manage a list of contacts from multiple platforms. CRM makes it possible to organise and control the entire commercial process, gather all the data in one place, focus the company on the needs of its customers and build customer loyalty, and aims to increase sales. To use this tool and take your company to success, in the menu, simply go to Contacts » Leads.Few readers

• How to export contacts

  Exporting contacts is essential for the effective management of digital marketing campaigns. This feature allows you to keep precise control of your contact lists and make detailed analyses. How to do it Click on "Audiences", select the Segment you want to export and then click on "Actions" and "Export all". Click on "Audiences » Segments". Click on the Segment yFew readers

• Error uploading a contact list

  If you've encountered an error when trying to upload a contact list to Closum, there may be different reasons for this. Here are some possible causes and how to resolve them: Incorrect file format - Make sure the file is in .CSV format and follows the correct structure. Incompatible fields - Check that the column names match the template required by Closum. Mapped fields - Confirm that all the fields in the file have been correctly associated with the Closum fields during the impFew readers

• Can I import contacts from other tools?

  Yes, you can import contacts from other tools into Closum. To do this, the first step is to export the contacts from the platform you currently use. Then you need to organise them in Closum's template file, ensuring that the data is correctly structured and formatted according to the platform's requirements. Only then will the system be able to recognise and import all the information correctly and without errors. To understand how to import contacts into Closum, you can check out ouFew readers