Customer Lifecycle Stages are automatically assigned and updated based on each contact's interaction (or lack thereof!) with your marketing campaigns.
By segmenting your contacts into these stages, Signpost can send more targeted campaigns, to the right types of customers. You can update one or multiple contacts at a time.
To Update a Single Contact
- Prospective Customer
- Active Customer
- Inactive Customer
- Unhappy Customer
To Update Multiple Contacts At Once
1. Go to your Contacts tab.
(Optional) Apply filters to find the list of contacts you wish to update.
2. On the left, check the boxes next to all the contacts you wish to update.
3. Click the "Actions" drop-down menu.
4. Choose "Set Lifecycle Stage," then select the new lifecycle.
5. Choose "Yes" to confirm.