2.- Configure alerts
You can use alerts to keep your lead cleanup going. Imagine your platform automatically removing duplicates based on email address. But what happens if a contact comes along who has a duplicate first and last name, but a different indonesia whatsapp mobile number email address?
If you have alerts set up, you can receive a notification. This way you can decide almost immediately if the record is a duplicate or not. Keep in mind that some people have the same names. Depending on the tool you use, it will have different types of automations, so take advantage of them to save yourself work.
3.- Identify essential data fields
If you're going to be creating campaigns with these new leads in the future, it's critical that you define which data fields are essential to have . You may decide that without a name, email, and phone number, the lead doesn't constitute a complete contact record. Or you may only care about the phone number.
Whatever you choose, determine which fields are most important to your business model. And make sure your web forms ask for that information.
4.- Delete inactive contacts
Consider implementing a filter to hone in on records that have been inactive for a certain period of time. Why aren't those contacts participating in your marketing campaigns? Do they even exist? Do they still have the same email address? Or are they bots?
Once you have identified inactive leads, the next step is up to you . You can design an email marketing strategy to re-engage those inactive users . You need to decide who to send that campaign to because these may be users who are not interested in your brand for a specific reason. Trying to reconnect with them can damage your brand reputation .
5.- Check uniformity
data
Consistency is key to a clean database, but it's also a challenge all its own. For example, if you allow leads to type into fields on your form, you risk having them enter the same concepts in different ways, leading to inconsistent results.
Think about the term “ US .” Don’t you think it can be written in an infinite number of ways? Use a drop-down menu to do so. It’s the best way to avoid these kinds of problems. That’s why your platform should be able to automatically clean up similar data values.
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This way, if you want to send an email to all your potential customers in the United States, you won't be leaving them out because of this issue. It is still advisable to segment your database . A general indicator like country is not one of the best ways to do this. A much more detailed level, such as region, company size, or any other characteristic would be a better option.
6.- Follow the main source
Where are your new leads coming from? Imported lists? Customers generated through specific campaigns? It's important to know where your leads are coming from as this allows you to focus on the right strategy going forward.
Someone who chooses to give their email voluntarily is a different case than someone who has signed up for a promotion. And therefore, they need to be treated differently.
Tracking the primary source of your lead helps you build a sense of who each lead is , where they came from, and what their goal is. It's a very important part of lead cleaning and keeping a database organized.
7.- Delete strange contacts
Some anonymous leads write “ [email protected] ” or “ [email protected] ” to avoid sharing their real email addresses. It is unnecessary to have these types of emails in your database. It will pollute the other addresses and hurt your brand . A good lead cleanse has to remove these contacts.
Run smart campaigns to automatically identify signups with fake email addresses. And then automatically delete those leads. They will only screw up your next marketing campaigns.
Use our CRM platform and you will avoid your campaigns losing prestige due to poor database management. Find out about the features of our software and enjoy all its advantages!