TARGET CONTACTS WITH AN EXCEL FILE
When creating or editing a marketing campaign, it is possible to create a manual segmentation. You can either add contacts directly from the iziflo contact window, or import them from an Excel file.
EXCEL IMPORT
A template is available when clicking on "Import an Excel file". All the information required for the segmentation is marked with a *.
Supplementary data can be added to the file by creating new colums. Though, you must not delete lines from the dowloaded template.
In case of mistake, a window opens an displays the precise line where the error was detected.
SEGMENTATION OF THE CONTACTS
Contacts from the Excel file are added to the segmentation but do not replace the pre-targeted contacts.
The targeted clients are identified thanks to their account number if it was filled in. Otherwise, iziflo identifies contacts by checking their first name, last name, phone number, email address.