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CRM/ Customer Data Platform

1 Articles
5 Categories

Get Acquainted with the CRM

Understanding the MainBrainer CRM JargonNavigating the CRMCRM Rules for Contact AdditionContact Lists vs Segments

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 Data

Contact Import

How to Import Contacts into the MainBrainer CRMHow to Import a File with Custom Values as Opt-in Status

Add Contacts via Signup Forms

Single Opt-In Email SignupsSingle Opt-In Mobile Number SignupsDouble Opt-In Mobile Number SignupsDouble Opt-In Email Signups

Track CRM List Growth

How to Set Goals for Contact List Growth

The MainBrainer CRM

An Introduction to the MainBrainer CRM.