Now that you’ve properly set up the backend of your website, you are ready to begin your marketing efforts by really diving in to your contacts. For our purposes, let’s assume you already have a functional CRM up and running. The next step is then to both nurture and engage with your current contacts, as well as to capture new contacts or leads.
Think of your ultimate end goal – maybe you want people to sign up for your newsletter, download something or complete an action. How will you get them to do this? It’s as easy as simply listing and tagging your contacts. Read on for the basic steps to get you started!
- Create specific lists and tags for your contacts. Generally speaking, a contact will enter a list when they sign up for something (like your newsletter list), and a tag will be assigned to a contact based upon their activity (like a tag for contacts who have clicked a certain button on your website). This will then allow you to treat or target contacts differently based on their particular list or tag.
- Build forms that point back to those specific lists and tags within your CRM. These forms will be embedded as calls to action within your website, newsletter, etc. The corresponding lists and tags should be associated with the content in which the call to action is embedded.
- Design automations or drip campaigns specific to each list and tag. Remember that pixel you set up with tag manager? Now you can see the activity of anyone in your list on your website. By creating a tag in your CRM for certain actions, you can automatically enter these contacts into a drip campaign.
- Set up a tagging automation for newsletter and site activity for current contacts already in your list. You can set up alerts to be notified if they complete a valuable action on your site or through your newsletter.. You can also send contacts information that is valuable to them based on their actions.
Your new, enhanced CRM is now ready for you to double down on your marketing efforts. If you’re feeling a bit overwhelmed, don’t despair, contact us for a free assessment or to inquire about our simple stack install package.