Make the customer record useful before building automation around it.

Contacts connect identity, channels, conversations, lead state, campaigns, groups and integrations.

Make the customer record useful before building automation around it.
crmbroadcastsaccount setup

Define the fields the team will actually use.

Start with identity, source and the details needed for routing or customer service. Avoid collecting fields with no operational purpose.

Import with deliberate field mapping.

Upload CSV data, map each column, use international phone formats and review rejected rows before sending campaigns.

Use groups and filters for a clear reason.

Organize audiences by customer state, service, source or workflow need, with subscription and block state respected.

Keep consent and history attached.

Maintain opt-in source, subscription changes and conversation history so teams can make informed communication decisions.

Continue the customer story

The customer record should explain what to do next.Treat campaign setup as an operational quality gate.Set up the workspace around the way your team will operate it.From first workspace to a reliable customer operation.

Continue inside the DripTell workspace.

Create a workspace to follow the guide with your own channels, customer data and team roles.