FluentCRM Contacts: The REASON for Email Marketing Automation!

I'll show you how to use FluentCRM Contacts so you can create a great relationship with your leads and customers and drive your email marketing automation engine.

Using both built-in and Custom Fields in your contact records helps you record relevant information about your contacts so you can help them with the right information at the right time.

You'll also learn when and how to use Lists and Dynamic Segments to power your email marketing automation so the right users get the right offers.

Finally, you'll learn a method to create tags that help build a profile of your users and track them through your email marketing automation journey on your FluentCRM system.

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🟩 Check out this article about naming Tags in FluentCRM 🟩

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Timestamps
0:00 How to Use the Contacts, Lists, Tags and Segments in FluentCRM
0:38 How to find the Contacts area in FluentCRM
0:53 Adding Contacts into FluentCRM
5:50 Options to Export users from FluentCRM
6:36 Working with a Contact Record in FluentCRM
9:23 Adding Custom Fields to Contact Records
10:25 What is a List in FluentCRM?
11:01 Why you may prefer using a Dynamic Segment
14:08 The purpose of a Tag in your CRM
16:34 The SMART way to name a Tag
21:22 Recap
21:44 End Card

[SuburbiaPress]

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[AlexVegamobile]

Thanks for making this tutorial! Your tag concept and justification are sound as well.

[masudrana]

From a List, Export Contacts You can next campaign export contacts from a list into a CSV file by utilizing the subsequent campaign. This enables you to utilize your contact lists while running.

[MatthewFurman]

Great video 👌
I’m collecting emails through FluentForms and set up an automation in FluentCRM to send a welcome email w a 10% discount. Can you please tell me how to set it so each email can only sign up once

[RichardWadeUK]

Great stuff!... It seem we are very much on the same page regarding structuring tags etc... :0)

[gregkeet]

Hi, thanks for tut - its great. but I cant seem to work out how to delete a record (contact) surely they should add a delete button somewhere prominent (unless im blind as a bat haha)

[ClickOneColombiaOficial]

We greet you from Colombia. "Excellent tutorials"

[johnkirkland]

Hi - the popup at the beginning flags 25% off but this is dropped to 20% in the order. Which is it? I'll go for the 25%. OK? Thank you