One contact list for SMS and e-mail: using your SMS Center groups in e-mail campaigns

E-mail·· 76 views· 2 min read

The short answer: there is no need to keep two lists. Your SMS Center contacts and groups also work for e-mail campaigns, and you can add contacts who only have an e-mail address. Anyone who unsubscribed does not get the following campaigns.

How the list works

Situation What happens
Contact with phone and e-mail Can get both SMS and e-mail, in the same groups.
Contact with e-mail only Goes on the list for e-mail, even without a phone number.
Contact who unsubscribed from e-mail Stops getting the following e-mail campaigns.
A group you already use for SMS Can be picked as the audience for an e-mail campaign, without rebuilding it.

Each SMS Center contact has a name, company, phone, e-mail and notes, and can belong to several groups. The campaign uses the e-mail field.

Organising groups with both channels in mind

1 Fill in the e-mail of contacts who only have a phone number, when the customer gave it to you and agreed to receive e-mail.
2 Build groups around what matters: customers in a city, of a product, of a service. Those groups are your segments.
3 Keep track of who agreed to what. Having someone's e-mail is not permission to send them promotions.
Agreeing to SMS is not agreeing to e-mail. If a customer gave their number for order notices, that does not sign them up for the newsletter. Keep a record of when and how each person agreed, as explained in building a list legally.
One list for both channels makes mixed campaigns possible: the e-mail first, then an SMS to those who did not open. See e-mail and SMS in one campaign.

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SEE ALSO

Bringing an existing e-mail list into your contacts: what to import and what to leave out

E-mail campaign segments: sending only to the customers of a city or a product

E-mail and SMS in one campaign: reaching the customers who do not open the e-mail

Building an e-mail list legally: consent, sign-up forms and unsubscribing

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