Mastering systeme.io: How to manage your contacts (Video 2) — Transcript

Full transcript

1. 0:00Hey guys, in this video I'll show you
2. 0:02how you can manage your contacts with
3. 0:03System IO. One of the main features of
4. 0:05System IO is the ability to grow your
5. 0:07email list. Once someone is opted into
6. 0:10your list, their contact information
7. 0:11will appear here in contacts under the
8. 0:13CRM tab. It's also possible to add them
9. 0:16manually by clicking create contact and
10. 0:18then inputting their information. One of
11. 0:20the things you should do right away is
12. 0:22create tags, which is also under the CRM
13. 0:25tab. Keep in mind system does not use
14. 0:27list. System IO uses tags to help you
15. 0:30segment your contacts. It's much easier
16. 0:32than running and managing multiple
17. 0:34lists. Let's create a new tag together.
18. 0:36Simply click create and then enter the
19. 0:38name of your tag. For example, say that
20. 0:40you've got an opt-in form on your blog.
21. 0:42You can call this blog leads. Click save
22. 0:45and you're done creating your first tag.
23. 0:47It's that easy. In a future video, I'll
24. 0:50show you how to use tags to send you
25. 0:51newsletters. Now, let's go back into
26. 0:53your contacts.
27. 0:56On the side here, there are plenty of
28. 0:58filters you can use to search for and
29. 0:59find different contacts. For example, we
30. 1:02can filter contacts by tags. You can
31. 1:04also perform actions like adding or
32. 1:06removing tags or subscribing contacts to
33. 1:08your email campaign. System IO makes it
34. 1:11very easy to complete bulk actions. Over
35. 1:14here in the filter by sidebar, let's
36. 1:16click on tag. Leave the drop-own menu
37. 1:18with tagged with and then select the
38. 1:20customers tag. Over here we see the
39. 1:23filter in action and the list of all of
40. 1:24our contacts that have the customers
41. 1:26tag. You can either select each contact
42. 1:28manually by clicking on the radio button
43. 1:30besides them or click the top radio
44. 1:32button which will select all of them.
45. 1:34You can then complete a bulk action down
46. 1:36here in the lower right corner. Click on
47. 1:39more actions where we see all the
48. 1:40available actions you can take. You
49. 1:42could add all these contacts to a
50. 1:43campaign or use the add tag action to
51. 1:45add the new blog leads tag that we
52. 1:47created earlier to all these selected
53. 1:49contacts. Imagine being able to do this
54. 1:52with thousands of contacts just like
55. 1:53that. These bulk actions are a huge
56. 1:55timesaver. Now, let's create a new
57. 1:58contact together by clicking create
58. 1:59contact and then enter their appropriate
59. 2:01information. For example, I'll enter
60. 2:03this for the email address. You can fill
61. 2:05in all the other details, including
62. 2:06adding custom fields. And here you can
63. 2:09select what tags the contact should
64. 2:10have. Click on save and your new contact
65. 2:12is now on your list. You can also import
66. 2:14your contacts if you've got a list that
67. 2:16was exported from any other email
68. 2:18marketing platforms you were using. Now,
69. 2:20it's important to remember you can only
70. 2:22import the contacts that have given you
71. 2:23permission to send them emails. You
72. 2:26cannot import email lists that you've
73. 2:27bought or have been given to you. To
74. 2:29import your contacts, simply click
75. 2:31import contacts and follow the detailed
76. 2:33instructions. The file must be in CSV
77. 2:36format. The delimiter defaults to comma.
78. 2:38Make sure to select a delimiter
79. 2:39appropriate to your file. Click here to
80. 2:41upload your CSV file. You can select
81. 2:44which tags you want the imported
82. 2:45contacts to have, and you can also add
83. 2:47them to an email campaign if you want.
84. 2:49And here you can see your previous
85. 2:51imports. System IO was designed to make
86. 2:53it very easy and very practical to
87. 2:55manage your contacts. You can import
88. 2:57your contacts or create a form so that
89. 2:59people can opt into your list. In the
90. 3:01next video, I'll show you how to create
91. 3:03a salesunnel to build your email list
92. 3:04with System io.