How do I sort my contacts in a spreadsheet?

Organizing your contacts before importing them into eMerge will make sending targeted content simpler. It will also make using the campaign and search functions easier.

Once you export your contact list, think about how you would like to have your contacts separated in eMerge. Would you like to split them up by location or by their status (buyers, sellers, past clients, etc)? Would you like to keep your clients separate from your fellow realtors and vendors?

 

Separate contacts based on location:

1. Go through the spread sheet and highlight all the contacts that are from a specific area (region, city, neighborhood etc.) and copy them. 

2. Open up a new spread sheet & paste the contacts into the new spread sheet.

3. Save the spread sheet with an easily identifiable name (i.e. New York contact list).

 

Separate contacts based on status:

1. Go through the spread sheet and highlight all the contacts that fall under the criteria you are interested in (buyers, past clients, leads, etc.) and copy them. 

2. Open up a new spread sheet & paste the contacts into the new spread sheet.

3. Save the spread sheet with an easily identifiable name (i.e. buyer contact list).

 

Lists vs. Groups: What’s the difference?

In eMerge there are contact lists and contact groups. The difference between a list and a group is that a contact can be in multiple lists, but only one group. Think of a group like an umbrella with several lists underneath it.

 

Try saving contacts into larger groups based on location, then smaller lists based on status. For example, save a group for contacts who live in Chicago and then separate out the buyers, sellers, and past clients into lists.

 

This enables you to send content to just the buyers or sellers, or to send content to the entire group of Chicago residents.