Most companies have a few hundred or a few thousand contacts that they need to keep in touch with regularly. That’s a lot of emails. After a while, it can get pretty confusing trying to keep track of all those emails. That’s why most companies, organizations, and individuals use contact management software to help them keep track of their contacts.
An example of contact management software is Awber. Awber is a phone-based contact management tool, where you can create unlimited lists of contacts, and you can organize those contacts into folders and subfolders. You can review your entire contact database and organize your contacts into various groups.
To increase the efficiency of your communication and decrease the amount of time it takes to get things done, you can create email campaigns where you tag important people in your database. For example, you can create an email campaign where you tag all of your senior execs, and when someone @senior exec tag them in your email, you’ll move their contacts to your senior exec list.
How does tagging in Awber work? When you create a new email account and log into Awber, you’ll see a welcome screen with a form at the top (see image below).
Clicking the “Create an Email Campaign” button will bring you to a form where you can enter the details of your email campaign. On the next page, you’ll see several tabs at the top (see image below).
The first tab is for creating and breaking down your email list. The next tab is for creating the email content. The last tab is where you configure the automatic email actions from Awber. There are three options here:
- Automatically send a new welcome email to new contacts that sign up for my email list
- Add people to my VIP contact list when they mention my name in an email
- Move contacts to a different list when I tag them in an email
Choosing the first option will auto-send a welcome email to new contacts that sign up for your email list. The second and third options are pretty self-explanatory. When you choose the last option, the contacts that you tag will be added to a different list and moved to a different folder structure within your database. If you choose the third option, you’ll have to go back into each email and click the “Add to” or “Move to” button for each contact that you tag in an email.
Create An Email List
The first step in creating an email campaign is to create an email list. You can create an email list using the “+” icon at the top of the form (see image below).
Once you’ve created your email list, you can click the “Next” button at the top right of the form to continue. This will bring you to the next page where you can create your email content. (see image below)
Choose An Email Template
On the next page, you’ll see several options for the email content (see image below).
You can choose from an existing email template or you can create your own from scratch. If you choose the existing email template, you can edit the template as much as you want and add or remove sections from it. For example, you can choose the Hello email template, and then change it to fit your needs. Or, you can create your own email template and it will be used for every email in your campaign.
If you choose to create your own email template from scratch, the options here are similar to the ones you see when you choose an email template in your account settings. The biggest difference is you’ll have total control over the styling of your email.
Choose The List Of Contacts To Tag
The next step is to choose the list of contacts to tag. You can choose from various options here such as your email list or VIP list. If you choose your email list, you’ll have to enter a valid email address for each contact. The list of contacts won’t be saved yet because you’ve not finished creating the campaign.
Tag The Contacts In Your Email
Once you’ve chosen the list of contacts to be tagged, you can enter the emails of your contacts into the form (see image below).
You can enter multiple emails per contact, and each email will be treated as a separate contact. So if you’ve got 500 contacts and you enter 4 emails per contact, you’ll end up with 2,000 contacts in your campaign. To move a contact to a different list, simply click the “Add to” or “Move to” button next to the email (see image below).
The last step is to review and schedule your email campaign. When you’re done, click the “Save and Close” button at the top right of the form. Your email campaign will be created and ready to go live once you click the “Publish” button at the top left of the form.