Empower your Marketing team with a lead management crm for Marketing

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today we're going to look at how we can use jump Li to build manage and nurture our contacts database into customers contacts are managed within jump lead in the contact section you can think of this as your marketing CRM where each contact has their own profile page for their details and activity to create a contact record in jump lead you'll need a name and an email address for your contact this allows you to create and send emails both manually and via email marketing campaigns one of the key features of jump lead is its ability to track and respond to your contacts individual activity this allows you to create marketing campaigns that are in tune with interests and actions on a one-to-one basis personalizing your messages and communications if we take a look at a typical contacts profile page we can see all of the information that we've collected through forms activity and manually there's some top-line information including contact details first seen last seen referral sources and referring campaigns were available and also their lifecycle stage in their local time you can also easily see their location social profiles their lead score and any tags that are associated with the contact you can message the contact directly through jump leads messaging system you can also run an automation to trigger a campaign and if needs be unsubscribe or delete the contact from here - on the left hand side of the page you'll find the contacts activity history including website visits and email interactions there are also further tabs where you can add notes create tasks to relate to this contact perhaps to follow up in the future any chat conversations that you've had on your website are also saved here along with the email autoresponder campaigns they're subscribed to and also the privacy consents that they've given you for marketing communications on the right hand side of the page are editable contacts property fields these include any custom contact fields that you've included to customize jump lead for your needs you can import existing contacts as a CSV spreadsheet file and new contacts are added automatically when you use jump lead conversion flows and landing pages with your website also if you're using jump leads chat feature contacts are created when website visitors add their name and email address to get an offline response to their questions the overall marketing goal that jump lead is designed to help you achieve is to nurture your contacts into customers for your business and there are some key features that jumpy provides to help you turn those contacts into customers first we have custom contact fields and these are the questions you want to ask your contacts in order to qualify them for sales and this might be their role budget or the marketplace etc by adding these questions into the settings in the contacts section they then become available for every contact on their profile page where you can update them they also become available as drag-and-drop fields when you're building conversion flows and landing pages needless to say when a contact completes the form the information is then added automatically to the contacts profile page this information can also be used to create segments of your contacts database for use when sending targeted email campaigns from the campaign section because jump lead is so tightly integrated between the onboard CRM and forms and landing pages we are able to give you the option of using what's called progressive profiling to automatically use only the unknown contact fields in your forms and skipping over information that we already know about that contact this prevents duplicating questions across different forms even when profiling your contacts over a long period of time next we have lead scoring where activity such as clicking through from an email opening an email visiting your website submitting a form or a landing page can adjust the score of each lead to allow the most active and the most engaged leads to float up and grab your attention as well as being able to adjust the scores of these activities you can also for complete flexibility add your own custom criteria in you can give it its own unique score and trigger it with an automation from anywhere in jump lead so for example you might have an automation triggered by visits your pricing page that boosts the score by an extra ten point when nurturing contacts it can be very helpful to map out your marketing activity into a sales funnel structure using content and offers to educate and encourage contacts to move to higher levels of qualification over time for this you can use jump lead stages feature each contact can be added to a stage either manually or by their activity when they trigger a marketing automation so when somebody signs up for your email newsletter you might move them to the subscriber stage and then when they download an e-book you might move them into the lead stage and then on to sales qualified if they perform some other activity by using stages to segment your contacts and send appropriate offers and materials for their level of qualification you can constantly be moving your contacts through your marketing sales funnel in fact segmentation is one of the key activities when working with your contacts database and you can easily filter down to your required set of contacts using the options in the right-hand column of the main contacts page then once you have the exact set of contacts you need simply give your segment list a name and save it it's worth knowing that jump lead segments are dynamic so whenever you use this list you'll get the contacts that meet your criteria at that exact point in time and your segments will never go out of date that's all folks I hope this gives you a good understanding of how to create and manage contacts with jump lead and thanks for listening