Targeted marketing is the key to enhancing the effectiveness of your campaigns. By analyzing contact data and segmenting groups, you can tailor messages that best meet the needs and interests of each group, thereby achieving more precise and efficient marketing and significantly improving their results.
SalesCatalysts offers two types of groups: [Snapshot Group] and [Auto-Update Group]. You can flexibly choose the appropriate group type based on your specific needs.
¶ Snapshot Group
[Snapshot Group] is a group created by adding specific contacts through searching or manual selection. Once created, the contacts included in the group remain fixed unless you manually add or remove any contacts.
[Snapshot Group] is particularly suitable for one-time campaigns or when the recipients are stable, ensuring that the same contacts receive every campaigns.
¶ Auto-Update Group
[Auto-Update Group] is a group created based on the search criteria you set, where the system continuously adds contacts that meet those criteria and removes those that no longer do.
Every time you import new contacts, those that meet the conditions are automatically added to the group. When sending a campaigns, the system also reviews the current contact data and automatically adjusts the group included contacts to ensure its accuracy.
The main advantages of [Auto-Update Group] include:
- Automatic Synchronization: As new contacts are imported, the system instantly updates the group’s contacts, ensuring that the information remains accurate and timely.
- Low Maintenance Burden: The system automatically searches for contacts based on your set conditions, eliminating the need for frequent manual adjustments and reducing maintenance efforts.
¶ Comparison of Snapshot Group and Auto-Update Group
| Attribute | Snapshot Group | Auto-Update Group |
|---|---|---|
| Contacts in the Group | Manually selected, remains unchanged after creation | Automatically checked and updated based on search criteria |
| Maintenance Approach | Requires periodic manual adjustments and updates | Automatically synchronizes with new data, making maintenance easier |
| Applicable Scenarios | One-time marketing activities or when recipients are stable | Long-term dynamic marketing with frequent data updates |