Fig Creative

Connect with your clients: professional, cost effective, fast.

Step through our video tutorial series and learn how to manage your contact lists and how to connect with them via email campaigns and autoresponders

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Fig Connect – a 7 min overview

Getting started: setting up your system

Introduction

CRM Email marketing: setting up your contact list

Fig CRM: The first thing you will need to have is a contact list for all your contacts. If Fig Creative has set your system up we will have created your first list for you, however if you need to create an additional one this video steps you through the clicks

CRM Email marketing: adding custom fields

Fig CRM: adding the data fields you want for your customer list

CRM Email marketing: adding a single contact to your client list

Fig CRM: how to add individual new contacts to your contact list.

CRM Email marketing: exporting contacts from Email accounts as csv files

Fig CRM: You can import a bulk list of your contacts into your email marking client list as a csv file. Follow these steps to extract a list from Microsoft Outlook or Outlook Express. Once you have your file as a csv file and you have created the relevant custom fields in your email marketing system you can import them.

CRM Email marketing:importing your csv contact data file to your email marketing contact list

Fig CRM: How to import your csv data into your email marketing system.
Points to remember:

• If you have set up a  mandatory field in your custom fields then that field must not be blank in your csv file .
• The email marketing system will not accept duplicate email addresses.
• The email marketing system will not accept contact details with no email address

CRM Email marketing: creating segments

Fig CRM: creating segmented groups within your contact lists so you can send targeted emails based on what your visitors have said they are interested in.

Creating emails

CRM Email marketing: creating autoresponders

Fig CRM: create a series of “set and forget” emails that are sent automatically to your subscribers at predetermined intervals. Great for relationship building and educational training series.

CRM Email marketing: statistics

Fig CRM: The statistics available are valuable marketing research for you to identify what people are interested in.  It will also identify if contacts are disillusioned with what they are receiving and they start to unsubscribe in any volume. Key your eye on these and you will learn a lot about your what you are delivering and what people are looking for.