Guest Post: Cleaning Marketing Lists with a Quick Workflow
Today’s guest post is from Brooke Browne of Smartbridge, LLC. I’m still learning to love workflows. Especially because learning that just about everything we’ve ever wished for in CRM can come true with the right workflow. Recently I noticed how many excluded emails have accumulated in our leads and contacts. They clutter our marketing list and skew our metrics. I’m specifically concerned with the unsubscribes and blocked emails. It’s clear that these should be disqualified. Working with sales, we came up with a plan to review excluded emails after a large email send and run a workflow on-demand to clean house. We could have created a fully automated workflow to run in the background to detect email events as they occur. However, our concern is that the bounced emails don’t always signify a bad lead. Often people mistype their own email, but with everything else considered, the lead is still an ideal target for sales. With a quick flip of a “.cmo” to “.com”, we may avoid tossing a lost opportunity. Now what that means is we review the associated excluded email list a few days post send and skim for good leads. After that, we simply select the emails we want to disqualify and click “run workflow”. Here’s how that looks: This workflow was created by doing the following: One thing to consider prior to starting the workflow is whether you need to customize your disqualification reasons. Previously, we amended the status reasons to further sort our leads. Depending…
Read More: Guest Post: Cleaning Marketing Lists with a Quick Workflow
