Contact Management
Organize and manage your prospects efficiently in FluenzR.
Contact Management
Contacts are at the heart of your campaigns. FluenzR offers you powerful tools to import, organize, and segment them.
Overview
A contact in FluenzR contains:
| Field | Description | Required |
|---|---|---|
| Unique email address | Yes | |
| First name | Contact's first name | No |
| Last name | Family name | No |
| Company | Company name | No |
| Job title | Position/title | No |
| Phone | Phone number | No |
| Custom fields | Additional data | No |
Limits by plan
| Plan | Contact limit |
|---|---|
| Pro | Unlimited |
Features
Organization
- Groups: Group your contacts by theme, source, or criteria
- Tags: Add labels for easy filtering
- Custom fields: Create your own attributes
Segmentation
- Filter by group, tag, or field value
- Combine multiple criteria
- Export segments
Pipeline
Track your prospect progress with the CRM pipeline:
- Lead → Qualified → Proposal → Negotiation → Won/Lost
Import/Export
- CSV import with automatic mapping
- Export all your contacts or a selection
- Duplicate detection
Contact statuses
| Status | Description |
|---|---|
| Active | Contact available for campaigns |
| Unsubscribed | Clicked on the unsubscribe link |
| Bounced | Invalid email (bounce) |
| Replied | Responded to a campaign |
| Blocked | Manually blocked |
Best practices
Data quality
- Verify emails before import
- Use validation services (Hunter, Neverbounce)
- Regularly clean up bounces
GDPR compliance
- Collect consent when necessary
- Respect unsubscribe requests
- Document your collection sources
Organization
- Create logical groups from the start
- Use clear naming conventions
- Archive obsolete contacts