Contact state

One of the basic options for the contact’s base segmentation in the system is assigning STATE to a particular contact. The contact’s state is automatically given by the system. The usage of such option and the scope of use depends on preferences of the SALESmanago user’s account. The main aim is to help with maintaining and interpreting basic statistics and precisely classify e.g. your potential customers. What is more, using contact state in your own database expands the scope of possible automations. SALESmanago provides four basic contact state options:

PROSPECTS – all contacts that are entered to SALESmanago system are marked as prospects by default. Those are the contacts that can be monitored, but also those that are not. You can change the state on a contact card, using automation rule or API Integration.

PARTNERS  – Those are the contacts that can be monitored, but also those that are not. You can change the state on a contact card, using automation rule or API Integration.

CLIENTS – Those are the contacts that can be monitored, but also those that are not. You can change the state on a contact card, using automation rule or API Integration.

OTHER – other visits from the anonymous traffic.

Each new contact receives the PROSPECT state.

1.The contact’s status can be modified:

1a. when importing a new database to the system:

1b. when manually adding single contacts:

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1c. Through CRM -> Manage contacts  – Change contact’s state. The change may have an impact on a single contact or a group of contacts. More info can be found here: Contact management – introduction, contact management – change contact status. 1d. Contact’s status can also be assigned while sending data through integration at API level, or using contactupsert. For more information see: API&Developers specification. 2. The contact’s state can be checked on the contact card in the CONTACT DETAILS tab. 

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3. In the Individual Customer and Company Behavior Profiles section on your website, after clicking on the contact information you can view the contact’s state or easily change it into CLIENT or PARTNER.

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4. To sort contacts according to the contact’s state go to CRM -> Contacts tab. Do it to quickly verify a group of contacts with a particular state.

 

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5. Additional advantages from segregating contacts through their state:

  • contacts exported through the choice of state – click HERE for more information,
  • messages sent directly to persons with a given contact state – click HERE for more information,
  • identification of the contact’s state at particular stages of the sales funnel,
  • record of a particular contact making a purchase of your product or service by changing its status from PROSPECT to CLIENT.