Contacts

You will encounter contacts in Mailtastic in several places.

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Background

A contact is represented in the form of the corresponding email address:

Example of a contact: max.mustermann@musterfirma.de

Contacts are summarized in a so-called target group. Via a target group, the associated contacts can be targeted with specific campaigns (recipient-based campaigns).

If an account is assigned to a target group, which in turn has been assigned a campaign, the designated signature banner is displayed to this account as soon as an employee writes an e-mail to a member of the account.

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Create and import contacts

Currently, you can import contacts via our CRM integrations such as the Mailtastic HubSpot integration. Usually, contact lists that exist in your CRM are simply imported as a contact target group to Mailtastic and synchronized regularly, so that the Mailtastic contact target group always reflects the current state of your CRM contact list. Details can be found in the respective integration description.

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Update contacts in target groups

If you create a new contact target group from a CRM contact list, then the contacts in Mailtastic are automatically synchronized. More details can be found in the respective integration description.

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Contacts Overview

Under the menu item "Recipients" -> "Contacts" you will find a list of all contacts that are available in Mailtastic. The list includes contacts that belong to a target group as well as contacts that are currently not assigned to a target group.

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Contacts Detail View

Open the detailed view of a contact to see the metadata of the account. Depending on the source (CRM), different information can be stored for a contact. The information is transferred directly from the CRM.

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Contacts Statistics

Open the detailed view of a contact to view the overall performance of a contact. The contact statistics are stored in the contact even if the assignment to a target group is removed or the target group is changed. In the contact, you can view the most recent clicks as well as the most popular campaigns.

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Contacts Opt Out

If you do not want to continue tracking the interaction between a contact and Mailtastic campaigns, you can either move contacts to a CRM list that is not linked to Mailtastic, or permanently disable tracking via Opt Out. To do this, simply use the "Opt Out" functionality.

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Contacts in Performance Feed

In the Performance Feed, you can find the latest activities around your accounts.

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Leads

Under the menu item Leads you will find contacts that you do not yet manage at Mailtastic, but who are interested in your campaigns and have clicked on at least one of your campaigns. Here you can learn more about leads.

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