CRM/ Customer Data Platform
The CRM helps you import and organize Contacts into Contact Lists. You can filter the lists based on criteria of your choice to create static/dynamic Segments.
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5 Categories
Get Acquainted with the CRM
Understanding the MainBrainer CRM JargonNavigating the CRMCRM Rules for Contact AdditionContact Lists vs SegmentsA guide to using and navigating the CRM - adding contacts to the CRM, organizing them into Lists and Segments, viewing a contact's latest activities, etc.
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 organising and managing contacts in the CRM - creating custom fields for contacts, creating contact lists and segments and exporting CRM data.
Contact Import
How to Import Contacts into the MainBrainer CRMHow to Import a File with Custom Values as Opt-in StatusA guide to importing contacts into the 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 signup forms for recruiting contacts into the CRM. You can create both single and double opt-in forms depending on your priorities.
The MainBrainer CRM
An Introduction to the MainBrainer CRM.
