CRM/ Customer Data Platform
The MainBrainer CRM helps you import and organize contacts into contact lists. You can further filter the lists based on the criteria of your choice to create static or dynamic segments.
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4 Categories
Get Acquainted with the CRM
Navigating the CRMCRM Rules for Contact AdditionContact Lists vs SegmentsUnderstanding the Loyalty Communication CRM JargonA beginner’s guide to using and navigating the MainBrainer CRM – the different terms and their meanings and adding contacts to the CRM.
Manage Your CRM
How to Create a New CRM Contact ListHow to Import Contacts Into an Existing ListHow to Create a New Segment for a Contact ListHow to Create Custom FieldsHow to Change the Properties of the Custom FieldsHow to Add a CRM Contact ManuallyHow to Export Contact List dataHow to Export Segment dataA guide to organizing and managing contacts in the MainBrainer CRM – creating custom fields for contacts, creating contact lists and segments, and exporting CRM data.
Contact Import
How to Import a File with Custom Values as Opt-in StatusHow to Import Contacts into the Loyalty Communication CRMA guide to importing contacts into the MainBrainer CRM, mapping the data being imported to relevant fields in the CRM, and deciding the import rules and conditions.
Add Contacts via Signup Forms
Single Opt-In Email SignupsSingle Opt-In Mobile Number SignupsDouble Opt-In Mobile Number SignupsDouble Opt-In Email SignupsA complete guide to creating single opt-in and double opt-in signup forms for recruiting contacts into the MainBrainer CRM.
The Loyalty Communication CRM
Effective communication, as we know, is the key to developing lasting relationships. The same applies to business relationships where meaningful...