Prepare a contact database ready for upload to the CRM. (Must be validated, cleaned, organised and properly tagged BEFORE uploading)
At bar minimum the database should consist of following information:
- First name
- Last name
- Phone
- Contact Status
- Lead
- Customer
- Ex-Customer
But ideally also:
- Date of birth (for Birthday campaigns)
- Gender
- Contact source (How did they found you)
- Street
- State
- Postcode
- Country
- Timezone
- Website
- Business name
And to get isights on average lifetime customer value you'll also want to get:
- First purchase date
- Last purchase date
- Total transactions
- Total amount spent
Contact Database (Spreadsheet)
*Ideally organised and more data the better the campaigns will run
** Database MUST be validated, cleaned, organised and properly tagged BEFORE uploading
What to do:
- Get client to consolidate their contacts in to one singular spreadsheet.
- Validate the emails (to get rid of spam traps, hard bounces, disposable or catch-all emails)
- Format the spreadsheet so all fields are ready for import
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