Contacts

Overview: Managing Campaign Contacts in Salesnode

Managing your campaign contacts effectively is crucial to running successful automated outbound campaigns. Salesnode provides comprehensive tools to enroll contacts, track their status, control campaign flow, and analyze their progression throughout the campaign lifecycle. Understanding these features will help you optimize engagement and maintain a clean, actionable contact list.

Contact Enrollment and Eligibility

Before your campaign can start, contacts need to be enrolled based on eligibility criteria you define. This ensures that only relevant contacts receive your messages, improving response rates and protecting your sender reputation.

How to Enroll Contacts

1. Navigate to the Campaigns tab in your Salesnode dashboard.
2. Select the campaign you want to manage.
3. Click on Add Contacts and choose your data source, such as a custom data table or an uploaded list.
4. Define eligibility filters, such as location, job title, or previous engagement status.
5. Confirm enrollment to add eligible contacts to the campaign.

Tracking Contact Status Throughout the Campaign

Salesnode tracks the status of each contact to give you real-time insights into your campaign’s progress. Knowing where your contacts stand helps you adjust your strategy accordingly.

Contact Status Types

• Active: Contact is currently receiving messages.
• Scheduled: Contact is queued for upcoming messages.
• Paused: Messaging to the contact is temporarily halted.
• Completed: Contact has finished all campaign steps.
• Bounced: Email to contact was undeliverable.
• Replied: Contact has responded to a message.

How to View Contact Status

1. Go to the Campaigns tab and select your campaign.
2. Click on the Contacts section.
3. Use the status filter dropdown to view contacts by their current status.

Controlling Campaign Flow: Pausing, Resuming, and Stopping

You have full control over your campaign’s flow both globally and on a per-contact basis. This flexibility allows you to manage timing and engagement effectively.

Global Campaign Control

You can pause or resume the entire campaign if you need to temporarily stop outreach due to external factors or to reassess your strategy.

1. Navigate to the Campaigns tab.
2. Select your campaign.
3. Click the Pause Campaign or Resume Campaign button at the top of the campaign overview.

Individual Contact Control

Pausing, resuming, or stopping messaging for individual contacts is useful if you want to exclude certain contacts or respond to their behavior.

1. Within the campaign, go to the Contacts section.
2. Find the contact you want to manage.
3. Click the action menu next to their name.
4. Choose Pause, Resume, or Stop to control their campaign participation.

Removing and Exporting Campaign Contacts

Sometimes you need to clean up your contact list or analyze campaign data outside Salesnode. You can remove contacts or export their data easily.

Removing Contacts

1. In the Contacts section of your campaign, select the contacts to remove.
2. Click the Remove from Campaign button.
3. Confirm the removal to exclude them from further messaging.

Exporting Contact Data

1. Go to the Contacts tab within your campaign.
2. Click the Export button.
3. Choose the export format (CSV, Excel).
4. Download the file for offline analysis or reporting.

Understanding Contact Progression Through Campaign Steps

Contacts move through predefined steps in your campaign, such as receiving emails, waiting for replies, or follow-up sequences. Tracking this progression helps you optimize timing and messaging.

How Progression Works

Each contact advances through the campaign steps based on your campaign settings and their interactions. For example, if a contact replies, the campaign may pause or shift to a follow-up step.

Viewing Progression

1. Open the Campaigns tab and select your campaign.
2. Click the Contacts section.
3. Select a contact to view their detailed activity timeline.
4. Review the steps they have completed and upcoming scheduled actions.

Tips for Optimizing Progression

1. Monitor Replies Quickly: Responding promptly to replies can improve engagement.
2. Adjust Timing: Use insights from progression data to tweak wait times between steps.
3. Use Pauses Strategically: Pause contacts who need more time or who have shown interest but not yet replied.

Troubleshooting Contact Management Issues

Sometimes you may encounter issues with contacts not progressing or statuses not updating correctly. Here are some common scenarios and solutions: