Marketing Creatio
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The list of pre-configured folders in the [Contacts] section

Apart from folders that were created based on the general parameters (for example, list of customers, employees), the section contains pre-configured folders that allow to segment your customers' database (for example, website visits, participated in the event or contacts by needs). For example, you can view the list of contacts who have participated in a particular event, opened the email or become marketing-ready. The list of folders is displayed below.

Contacts by needs

The folders that can be used when analyzing the customers' interest in your services.

Sales-ready

Use this folder to view the list of contacts with the maximum level of readiness to cooperate (contacts that are connected to the lead and are at the “Awaiting sale” stage with the “Sales-ready” need maturity).

Suspected

Use this folder to view the list of contacts who can be presumably interested in your services (contacts that are connected to the lead and have the “Suspected” need maturity).

No current needs

Use this folder to view the list of contacts who did not show their interest in your services (contacts that are not connected to the lead).

Satisfied

Use this folder to view the list of contacts who made use of your services (contacts that are connected to the lead and are at the “Need satisfied” stage with similar need maturity).

Discovered

Use this folder to view the list of contacts who showed their interest in your services (contacts that are connected to the lead and have the “Discovered” need maturity).

Participation in events

The folders that can be used when analyzing your customers' engagement level across the events.

Participated in events

Use this folder to view the list of contacts who are included in the particular audience of your company event.

Participation in bulk emails

The folders that can be used when analyzing bulk email audience in the context of the received responses.

Not participated in bulk emails

Use this folder to view the list of contacts who are not included in a single audience of the bulk email. If needed, you can view contacts that are not included in the particular bulk emails by selecting the “Bulk email” column in the filter area.

Irrelevant Email addresses.

Use this folder to view the list of contacts who have invalid email addresses. This folder contains two more folders:

  • Use the “Hard Bounce” folder to view the list of contacts who have invalid email address due to the “Hard Bounce” response. To view the list of such contacts for a certain period of time, specify the start date by selecting the “Irrelevant since” column in the filter area. Applying filter condition is described in a separate chapter.

  • Use the “Soft Bounce” folder to view the list of contacts who have invalid email address due to the “Soft Bounce” response. To view the list of such contacts for a certain period of time, specify the start date by selecting the “Irrelevant since” column in the filter area. Applying filter condition is described in a separate chapter.

Opened email

Use this folder to view the list of contacts who opened the email (for example, the recipient clicked on the link in the email, reported a spam complaint, unsubscribed or simply opened the email). You can set up filter conditions on your own to view the contacts who have opened the email within a particular bulk email. Applying filter condition is described in a separate chapter.

Unsubscribed

Use this folder to view the list of contacts who have unsubscribed from the bulk email (the “Unsubscribed” response was received). You can set up filter conditions on your own to view the contacts who have unsubscribed from the bulk email at a specific period of time. You can also view the list of those contacts who have unsubscribed from a particular bulk email. To do this, add filter condition and select the “Bulk email” column. Applying filter condition is described in a separate chapter.

Spam complaints

Use this folder to view the list of contacts who reported a spam complaint (the “Spam complaint” response was received). You can set up filter conditions on your own to view the contacts who have reported a spam complaint for the bulk email at a specific period of time. You can also view the list of those contacts who have sent the email to spam within a particular bulk email. To do this, add filter condition and select the “Bulk email” column. Applying filter condition is described in a separate chapter.

Clicked link from email

Use this folder to view the list of contacts who clicked on links in the received email. You can set up filter conditions on your own to view the contacts who have clicked specific links within the bulk email. Applying filter condition is described in a separate chapter.

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