This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
upload-groups [2016/01/26 16:44] ben [Upload Groups] |
upload-groups [2017/07/26 08:23] (current) |
||
---|---|---|---|
Line 7: | Line 7: | ||
Upload Groups are a great way to work with adhoc or CRM-managed data; for example, a spreadsheet of Contacts that you met at a trade a show that you wish to send a "nice to meet you" type email. This is a one-off send and the Upload Group is a means to identify them as a segment. | Upload Groups are a great way to work with adhoc or CRM-managed data; for example, a spreadsheet of Contacts that you met at a trade a show that you wish to send a "nice to meet you" type email. This is a one-off send and the Upload Group is a means to identify them as a segment. | ||
- | If you have a CRM system that manages all of your Contact data and is being used to identify and create segments of Contacts, then Upload Groups are a good fit too. Have your CRM system export your chosen Contacts as a CSV file and then just upload them to Sentori. You'll then be able to email them by choosing the Upload Group when you schedule your email. | + | If you have a CRM system that manages all of your Contact data and is being used to identify and create segments of Contacts, then Upload Groups are a good fit too. Have your CRM system export your chosen Contacts as a CSV file and then just upload them into Sentori. You'll then be able to email them by choosing the Upload Group when you schedule your email. |
===== Managing Upload Groups ===== | ===== Managing Upload Groups ===== |