Empower your business with client contact management in loan agreements

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- Now that you've created your basic account setup, let's talk about contact management, and contact management is extremely important when it comes to marketing and here's why. When you think of contact management, you could look at it in two branches. One branch is adding contacts. The second branch is grouping contacts. The main goal for both of those branches of adding contacts and grouping is to create the customer experience that will achieve exactly what you set out to do in your business. Here's what I mean. With these two in place effectively, we should be able to create a personalized marketing experience. This is the goal. Okay, so if I wanna say goal here and the way to achieve this goal of personalizing the marketing experience is what we call the three R's of marketing. Now, these three R's you're going to want to learn now and memorize because you'll use them as you get acclimated with active campaign, but also as your marketing enhances or advances, you'll continue to use these as well. So let's look at those three R's. The three R's of marketing can be explained as such right blank to the right blank at the right blank. Can you guess what the blanks are? Ah, I knew you were a smart cookie. The three R's of marketing, the right message to the right person at the right time. So in summary, the three R's of marketing are the right message to the right person at the right time. These three R'S are instrumental in you achieving the marketing success that you set out for in your business. You do these right consistently over time, you'll create a personalized experience for your contacts that even they can't deny. All right, so make sure you write these down. Take a picture. Jot them. No, I'm just playing. We have them all saved for you right in the notes below. You'll be able to download them, print them off, and keep them right there in the forefront as you continue to build out your marketing.