How to segment your contacts

In general, there are two primary methods for organizing contacts in most platforms: using multiple tags to categorize them or utilizing multiple lists to segment them. Enlitly operates on a system of multiple lists to help you manage and segment your contacts efficiently.

How Contact Segmentation Works in Enlitly #

In Enlitly, you can segment contacts by assigning them to multiple lists. For example, the contact “Jane” can be part of both “List A” and “List B.” When sending emails, you can choose to send to either List A, List B, or both. This approach allows you to create lists that reflect different contact statuses or events. For instance, if you’re hosting a free live webinar, you might label a list as “1st Jan Webinar Attendees” to easily identify and email those who attended.

To move contacts between lists:

1. Navigate to the “Contacts” section.
2. Click on “Edit” for the contact you want to update.
3. Add or remove the desired lists.
4. Save the contact.

See the screenshot below for reference.

Pro Tips for Managing Your Contacts #

Here are some best practices to help you effectively manage and organize your contact lists in Enlitly:

✓ Maintain a Master List: Consider creating one main list, which could be labeled “Main,” “Master,” or “All Contacts.” This list can be used for sending bulk announcements or sequence emails intended for all your contacts.

✓ Limit the Number of Lists: Regularly organize and consolidate your contacts to keep the number of lists manageable. Having too many lists can lead to over-segmentation, making contact management more complex than necessary.

✓ Be Mindful of Sequence Triggers: When moving contacts from one list to another, remember that if a list is associated with an email sequence, moving a contact may trigger that sequence. Always review the sequences tied to lists before transferring contacts.