{"id":2540,"date":"2021-12-13T10:25:59","date_gmt":"2021-12-13T10:25:59","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/understanding-the-mainbrainer-crm-jargon\/"},"modified":"2022-06-09T06:09:10","modified_gmt":"2022-06-09T06:09:10","slug":"understanding-the-mainbrainer-crm-jargon","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/crm\/learn\/crm-jargon\/","title":{"rendered":"Understanding the MainBrainer CRM Jargon"},"content":{"rendered":"<div class=\"aricle_container\">\n<h2>1. Contacts<\/h2>\n<p>All information pertaining to a customer is saved under the entity <strong>contact<\/strong> in the MainBrainer CRM. A contact captures complete information available for a customer &#8211; name, dob, mobile number, Email address, opt-in status, etc., under different <strong>fields<\/strong> in the CRM.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1514 size-full\" title=\"CRM contacts structure example\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-structure.png\" alt=\"CRM contacts structure example\" width=\"602\" height=\"243\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<h2>2. List<\/h2>\n<p>To structure and organize your contacts database, you can create groups of contacts called <strong>Lists<\/strong>. You can group contacts on the basis of criteria that suit your marketing strategies or business preferences.<\/p>\n<p>For example, you can create and maintain separate lists for:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>your e-store customers<\/li>\n<li>customers who shop from your brick-and-mortar store<\/li>\n<li>customers who signed up from your social media profiles, etc.<\/li>\n<\/ul>\n<p>For your convenience, when you <a href=\"\/hc\/crm\/manage\/create-contact-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">create a new list<\/a>, make sure that you give your list and identifiable name, and you are good to go!<\/p>\n<p>Note that a <strong>list<\/strong> is static in nature, i.e., once the contacts are added to a list, they will remain in the list unless you manually remove them or add any more contacts to the list.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2 style=\"box-sizing: border-box; margin-top: 20px; margin-bottom: 10px; color: rgba(0, 0, 0, 0.85); font-weight: bold; font-family: elevio-noto-sans, Helvetica, Arial, sans-serif; text-rendering: optimizelegibility; -webkit-font-smoothing: antialiased; text-size-adjust: 100%; line-height: 1.5; font-size: 24px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\">3. Segments<\/h2>\n<p>A&nbsp;Segment is a sub-group within a contact list based on certain conditions or criteria.<\/p>\n<p>Segments can help you in targeting the right customers and improve your conversion rates.<\/p>\n<blockquote><p>For example, a Fashion retailer might want to target customers based on their age and\/or gender. The fashion choices of a college-going girl tend to be diametrically different from a 40-year-old man. It makes sense to pitch them different products, right?<\/p><\/blockquote>\n<p>Segments help you create such specific groups within your contact lists. You can incorporate one or multiple conditions to <a href=\"\/hc\/crm\/manage\/segment-contact-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">create relevant customer segments.<\/a><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1516\" title=\"CRM contacts segmentation example\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-contact-segmentation.png\" alt=\"CRM contacts segmentation example\" width=\"640\"><\/p>\n<div><\/div>\n<p>Segments can be <a href=\"\/hc\/a-z-guide\/segment\/\" target=\"_blank\" rel=\"noopener noreferrer\">static sub-groups or dynamically updating sub-groups<\/a> based on the segment type chosen at the time of segment creation.<\/p>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}<br \/>\n  .aricle_container span{color:#0070ba!important}<br \/>\n  .aricle_container li,.aricle_container blockquote{font-size:18px!important;font-weight: 400;}<br \/>\n  .aricle_container a{font-size:18px!important;color: #0070BA!important; text-decoration:none!important;background-image:none!important}<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>A guide to the basic terminology used in the MainBrainer CRM &#8211; contacts, contact lists, and segments.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[221],"ht-kb-tag":[],"class_list":["post-2540","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-get-acquainted-with-the-crm"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/comments?post=2540"}],"version-history":[{"count":9,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2540\/revisions"}],"predecessor-version":[{"id":9136,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb\/2540\/revisions\/9136"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/media?parent=2540"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-category?post=2540"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/wp-json\/wp\/v2\/ht-kb-tag?post=2540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}