Contacts are the heart of your marketing and sales strategy, both works towards the same goal, to take strangers and transform them into customers. You'll use it to keep track of all the different people who have a relationship with your business, to personalize every interaction you have with them, and to attract more contacts like them. Whether you have a database of five contacts or a million contacts, you need to understand how to think about your contacts.

Types of contacts

There are two types of contacts:

Anonymous visitors to your website— Visitors to your website who have not yet been identified by a form or other interaction. CampAct stores information on the activities performed by the anonymous visitors like which webpage on your website they visited on what date. Although you are not able to contact this anonymous visitors nor send them personalized communication, you are still able to identify them such that when they submit any form on your website. This will help you determine how long this anonymous contact took to provide their contact details.

Standard contacts — Contacts which have identified themselves via a form or some other source. As a result, these contacts typically have a name, email, and other identifying fields associated with the contact. The standard contact is the preferred contact within CampAct. These are contacts which may have started as a visitor, but at some point provided additional information such as a name, email address, social network handle, or other identifying characteristics. You can nurture these contacts through the CampAct marketing automation platform such that they are ready to be engaged by your sales teams.

The Manage Contacts section provides more information on what you can manage with standard contacts.

Contact sources

Typically contacts are added into the data-base through one of more of the following sources:

Website Sign-Up Form - Contacts that signed up via your landing page sign-up form or signed up for your newsletter.

Event - Contacts who joined your mailing list through your Event registration form.

Social Campaign - Contacts who signed up through your Facebook Advertisement and submitted a form

Deal/Offer - Contacts who signed up for an offer and registered on your website to avail the promotion

Tracking contacts by users: CampAct allows you to track user-wise contacts created in the data-base. Any contacts that were added manually, uploaded from a spread sheet, or imported from an external program like Gmail or outlook can be attached to a CampAct user. This helps in ensuring that only those contacts that a user has created are available to access for that user. This comes in handy when you have multiple product lines and a big marke

Managing contacts in CampAct (add, modify and delete)

Through manage contacts section new contacts can be added, some information about a contact can be updated or an existing contacts can be deleted.

Standard Fields in a contact:

A typical contact will contain the following information:

1. Title (Salutation Eg: Mr. Ms. Dr. etc.,)
2. First name
3. Last name
4. Email Address
5. Company
6. Position (position of the contact in the company eg: Director, Manager, etc.,)
7. Address
8. City
9. State
10. Zip code
11. Country
12. Mobile Phone
13. Telephone (Office Landline)
14. Points (Grading of your contacts based on your company’s framework of assigning points. This will be covered in detail in detail)
15. Preferred Locale (Used to ensure that emails are sent in the time-zone of the contact
16. Stage: Based on your company’s marketing and sales cycle
17. Contact Owner
18. Tags (These are to tag a contact for identifying them and to retrieve them for further action)
19. Under the social-tab, you will find Facebook, Foursquare, Google+, Instagram, Linkedin, Skype and Twitter fields to capture these social media information for every contact

How to delete a contact

Deleting a single contact: there maybe situations where you want to delete select contacts and the procedure to delete them is given below:

In the contact screen,

Click on the “check-box” against the contact you’d like to have deleted. 

Click the drop-down and select “Delete Selected” as shown in the screen-grab 1.1

The selected contact is deleted

Confirm the deletion.

1. Click on the “check-box” against all the contacts you’d like to have deleted. 
2. Click the drop-down and select “Delete Selected”
3. The selected contacts will be deleted

How to add additional information about contacts using custom fields

If the standard information about contacts are not sufficient to send personalized communication and you feel the need to capture additional information about your contacts, the same can be achieved with custom field option in CampAct. Some of the examples for additional information could be “Date of Birth” to send birthday greetings or “Subscription Start Date” to send them reminders of subscription renewal etc. In order to create a new custom field in CampAct, follow the below steps:

1. Click on settings tab
2. Click on customs fields
3. Click on new
4. Fill the following information
5. Label
6. Alias
7. Object
8. Group
9. Data type
10. Default value
11. Order
12. Published
13. Required
14. Visible on forms
15. Visible on short forms
16. Available on segments
17. Publicly updatable
18. Is unique identifier
19. Click on save and close

Step1 – The illustration below shows how to create a new field for “Subscription Start Date”,  Click on settings tab

Step2-  Click on custom tab

Step3 –Click on new tab

Step4- Fill the required information

1. Label
2. Object
3. Alias
4. Data type
5. Group
6. Default value
7. Order
8. Published
9. Required
10. Visible on forms
11. Visible on short forms
12. Available for segments
13. Publicly updatable
14. Is unique identifier

Step5- Custom field of Subscription start date has been created.

How to import contacts

When you are using CampAct for the first time, you may like to bring in “contact” information from your legacy email Software or CRM or you may have excel sheets where you maintain all contact details. CAMPACT allows you to import this information without you having to create each contact manually.

Contacts can be imported via the user interface from a csv file. CampAct allows two types of data-import namely Browser Import and Background Import. If you have few hundred records you may choose the browser import option and if you have few thousands records, you could choose the background import option.

Browser Import- The bigger csv files have to be imported in batches to avoid hitting server's memory and time limits. In case of importing in the browser, your browser is controlling the batches. When one finish, the javascript starts a new one. This means the browsers have to be opened and connected to the internet the whole time. Use browser import only if you don't have any other choice

Background Import- Background import will always be faster and more reliable than the browser import.

When the background job finishes, either successfully or if it fails, you'll get a notification in the CampAct’s notification area about it.

1. Go to contacts.
2. In the top right corner above the table of contacts open the sub menu of actions and select the import option.
3. Upload the csv file with contacts you want to import.
4. Adjust the csv settings if your csv file use something else as a delimiter, enclosure and so on.
5. Upload your csv file.
6. The field mapping page should show up. the first set of options will let you select owner, segment and tags to assign globally to all imported contacts. The second set of options will let you map the columns from your csv to CampAct contact custom fields. The third set of options will let you map columns from your csv to special contact attributes like date created and so on.
7. When your field mapping is ready, click one of the import buttons (described above).

Step1

• Click on drop down arrow beside new tab.
• Click on import.

Step2  - Choose new file

Set the limit delimiter enclosure and escape

Export

If you find the need to export your contact database to mass update some information using an excel, CampAct provides you the option of exporting the same into a CSV file.

Contacts information

Click on the name of a particular contact.

Contacts page gets displayed.

Click on the details tab to check the details (core/social).

Core contains details like.

1. Title
2. First name
3. Last name
4. Company
5. Position
6. Email
7. Mobile
8. Phone
9. Points
10. Fax
11. Address line 1
12. Address line 2
13. City
14. State
15. Zip code
16. Country
17. Preferred locale
18. Attribution date
19. Attribution
20. Website
21. Interested product
22. Order value
23. Function
24. Employee

Social tab contains details like.

1. Facebook
2. Foursquare
3. Google+
4. Instragram
5. Linkedln
6. Skype
7. Twitter

Core information- This section contains all the main information about the contact that includes name, address, and phone number.

Social information- Social information part contains information like facebook link, linkdln link ,instragram link etc  this will help to access the contacts social profile.

Contacts engagements

Engagements and points display graphically with timeline in the x axis and engagements in the y axis.

Live mode

Toggle

In case of B2B enterprise it is essential to have contacts in association with companies .Companies may have a single contact or it may have multiple contacts.

Contains information regarding different companies.

The companies section contains the following information.

1. Company name
2. Company email
3. Company website
4. Score
5. Contacts
6. Id

How to create a new company

Example of creation of companies

Edit companies

Clone companies

Delete companies

Companies can be deleted in two ways.

1. Deleting all the companies.
2. Deleting individual companies.
3. Deleting multiple companies.

Deleting all the companies

Select the checkbox of the top and this will select the entire list of companies and

Then select from the drop-down list and delete to delete all the companies from the list.

Deleting individual companies

Select the checkbox associated with the companies that need to be deleted

and then select from the drop-down list the delete option to delete the company.

Deleting multiple companies

Click on the checkbox associated with the companies that need to be deleted.

Click on the top drop-down arrow.

Select the delete selected option.

What Is a Market Segment?

A market segment is a group of people who share one or more common characteristics, lumped together for marketing purposes. Each market segment is unique, and marketers use various criteria to create a target market for their product or service. Marketing professionals approach each segment differently, after fully understanding the needs, lifestyles, demographics and personality of the target consumer.

Types of market segmentation

1. Demographic segmentation

Demographic segmentation is one of the simplest and widest types of market segmentation used. Most companies use it to get the right population in using their products. Segmentation generally divides a population based on variables. Thus demographic segmentation too has its own variables such as age, gender, family size, income, occupation, religion, race and nationality.

2. Behavioural segmentation

This type of market segmentation divides the population on the basis of their behaviour, usage and decision making pattern. The behaviour of a person can captured for example how many person have open an email , how many person have moved to the purchased site and based on the above data segments can be formed.

3. Psychographic segmentation

Psychographic segmentation is one which uses lifestyle of people, their activities, interests as well as opinions to define a market segment. Psychographic segmentation is quite similar to behavioural segmentation. But psychographic segmentation also takes the psychological aspects of consumer buying behaviour into accounts. These psychological aspects may be consumer’s lifestyle, his social standing as well as his AIO( Activities, interests and opinions).

4. Geographic segmentation

This type of market segmentation divides people on the basis of geography. Your potential customers will have different needs based on the geography they are located in. Similarly in cold countries, the same company might be marketing for heaters whereas in hot countries, the same company might be targeting air conditioners.

Manage segments

Segments provide ways to easily organize your contacts. These segments can be configured from a variety of fields. 

When viewing all segments you will notice the column on the right which shows the number of contacts matching that particular segment.

Contact segments

Segment Filters

Filter condition

If you want to divide your segment based on certain criterion, and you wish to avoid sending duplicate emails to the sub segments, you can view and alter them through typing the alias name of the contact segments separated by '+' only. You can add n contact segments to have their common, but you will always receive the result as the intersection of the subsets. You can then manipulate the contacts to remove them from either one subset or all, hence avoiding duplicate emails to the same leads in the subsets.

Segment division

Matching part of a string

There are 5 filters you can use for matching part of a string - starts with , ends with , contains , like and reg exp. First three filters match strings as you enter it. Like filter is for advanced users - you can specify which type you want to use with % character:

• My string% is the same as starts with filter with My string value.
• %My string is the same as ends with filter with My string value.
• %My string% is the same as contains filter with My string value.
• My string is the same as contains filter with My string value.

 A few notes for text filters:

• Starts with, ends with, contains filters were added later than the like one, so you can easily specify what you need now.
• % character in the middle of the string has no special meaning. Contains filter with my % string will search for a string with % in the middle. The same is true for like filter with %my % string% value. There is no need for escaping this character.
• CampAct searches for % character in a value for like filter and no modification is performed if at least 1 % is found.

 You can use regular expressions in a regexp filter CampAct recognises all common operators like | for OR ( first string|second string ), character sets ( [0-9] , [a-z0-9] etc.), repetitions ( + , * , ? ) and more. You have to escape special characters with \ if you want to use them as matching character. Learn more about regex at

https://dev.mysql.com/doc/refman/5.7/en/regexp.html. Please note that MySQL (and CampAct) uses POSIX regex, which could behave differently from other types of Regex.

Date options

However, you can specify much more here. CampAct recognizes relative formats too (these string are not translatable):

• +1 day (you can also use 1 day ).
• -2 days (you can also use 2 days ago ).
• +1 week / -2 weeks / 3 weeks ago.
• +5 months / -6 months / 7months ago.
• +1 year / -2 years / 3 years ago.

Example (Consider that today is 2018-03-02 ):

• Date identified equals -1 week returns all contacts identified on 2018-02-23.
• Date identified less than -1 week returns all contacts identified before 2018-02-23.
• Date identified equals -1 months returns all contacts identified on 2018-02-02.
• Date identified greater or equal -1 year returns all contacts identified 2017-03-02 and after.
• Date identified greater than -1 year returns all contacts identified after 2017-03-02.

Beside this you can specify your date with text. These formulas are translatable, so make sure you use them in correct format.

• Birthday / anniversary.
• Today / tomorrow / yesterday.
• This week / last week / next week.
• This month / last month / next month.
• This year / last year / next year.

Example (Consider that today is 2018-03-02 ):

• Date identified equals last week returns all contacts identified between 2018-02-26 and 2018-03-04 (Monday to Sunday).
• Date identified less than last week returns all contacts identified before 2018-02-19.
• Date identified equals last month returns all contacts identified between 2018-02-01 and 2018-02-28.
• Date identified greater or equal last year returns all contacts identified 2017-01-01 and after.
• Date identified greater than last year returns all contacts identified after 2017-12-31.

Once you have created your segment, any applicable contact will be automatically added through the execution of a cron job. This is the essence of segments.

To keep the segments current, create a cron job that executes the following command at the desired interval:

 php /path/to/mautic/app/console mautic:segments:update --env=prod

Through the execution of that command, contacts that match the filters will be added and contacts that no longer match will be removed. Any contacts that were manually added will remain part of the list regardless of filters.

Manual addition

In addition to segments you can also manually add any contact to a list by clicking the preferences button at the segments tab, use the dropdown to select a segment and add the contact to it or click on the x next to a segment in the input field to remove the contact.

Delete all contacts in a segment

Filter the contacts in the segment. The batch delete action in the contact table allows deletion of up to 100 contacts at one time. This is a performance precaution since deleting more contacts at one time could cause issues. This feature can be used for hundreds of contacts.

But deleting thousands of contacts this way in one segment will become a tedious task. Luckily, there is a trick how to let the background workers do the job for you.

1. Create a simple campaign which has the segment as the source.
2. Use the Delete contact action.

 This way the CampAct:campaign:update and CampAct:campaign:trigger commands will delete all the contacts in the segment. As well as all the contacts which will be added to the segment in the future. Everything is done automatically in the background. The cron jobs must be configured. However, be aware that when a contact is deleted, there is no way to get it back.

Published and unpublished segments

Red switch indicates published and green switch indicates unpublished.

How to create a segment

Steps

1. Click on segments.
2. Click on new.
3. Fill the information in the details section
   • Name
   • Alias
   • Description
   • Public segments
   • Published
4. Define filters if required based on set condition.
5. Click on save and close.

Setting published and unpublished.

Example how to create a segment

Creating a segment for the state of North Dakota.

The segments that contain matching data will be reflected as view contacts (number of contacts).

Click on view contacts corresponding to the segments section.

Example- click on the view contacts section of the SQL stage contacts this will redirect to the contacts page and will display the contacts that is under the sql stage segments.

View contacts

How to delete a segment

Click on the checkbox beside name to select all the segments and click on the down arrow and from the list select delete selected to delete the selected checkbox.

Unchecking the box will not select that segment from getting deleted

Segment details