Easy Guide to Manage Lead Lists

Easy Guide to Manage Lead Lists

Lead Services


November 20th, 2017

Having trouble organizing your customer contacts?

There’s definitely a way to organize them.

Your solution is MS Excel or Google Sheets. We’ve all used it at some point in our lives. It comes handy while we have to handle big lists, especially in categorizing. Although one may know the basics of managing a list it's extremely important to know the right way to organize a list. There are agencies that will do this job for you. But if you are willing to work on a small budget these tips will be helping you.

1) Avoid Third Party lists

By building up a customers list on your own you avoid any form of unnecessary contacts. Get an Authorization note from everyone on your contact list who have opted in to receive emails from you. This authorization must give you the right to verify their details and make use of them to avail emails based off of it.

2) Make use of tools like MailChimp

Make sure to provide an unsubscribe link at the end of each email. This is a part of the CAN-SPAM act a law put forth by the federal government in 2003 that governs the use of marketing email. MailChimp helps in keeping the list clean.MailChimp also helps keep track of the unsubscribed and removes those contacts from your mailing/ contact list.

3) Make sure to eliminate your inactive subscribers

It's of no use having contacts with subscribers who are inactive or not interested. The best option during this period is to either cut ties with the customer or to re-engage with them. This can be done by sending a survey form to fill or a mail to rekindle their interest, perhaps reminding them of an offer or what they might have left in their accounts shopping cart.

It is common to segregate the list and divide them based on various categories. But never put too much information in the same cell. Make separate columns for different items.

  • First name
  • Last name
  • Age
  • Company name
  • Phone number
  • Email address
  • Address
  • City
  • Occupation
  • Past purchases
  • Purchase interest and much more

By putting these in different columns, it's easier to import and search for information. If these don't help manage your growing business, it would need other tools that are more complex. A very good tutorial can be found on Youtube on how to make use of an Excel sheet.

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