How do I remove customers from my prospect list?

Are you using the WordFly Signup subscribe landing page or Lightbox Signup to collect email addresses? Are you also managing customers in a CRM? Then you are probably managing subscribers in two locations - WordFly and your CRM.

 

Your WordFly subscribe pages are more like a prospect list when you use a CRM to manage your customers. It's important to keep your prospect list separate from your customer list. Read through this article to learn how to suppress your customers from being sent emails via the prospect list.

 

Note - This article is most appropriate for our CRM integrated customers.


Topics covered in this article:

What's the difference between a prospect and a customer?

Removing customers from the prospect list

or, Suppressing customers from the prospect list

 

 

What's the difference between a prospect and a customer?

 

In WordFly the main differentiation between a prospect and a customer is the presence of the data field CrmSubscriberId. This data field is populated during a list import when you map your CRM's unique customer number field to WordFly's subscriber data field CrmSubscriberId.

 

Once a subscriber has a customer number and that number is populated in WordFly's CrmSubscriberId data field we call them a 'customer' since it means they have created an account in your database through some kind of transaction with your organization.

 

 

 

Removing customers from the prospect list

 

Once a prospect is converted to a customer you can remove subscribers with the CrmSubscriberId data field so that customers do not receive emails intended for the potential customer target. Or, you can simply use segmentation to suppress customers from the prospect list - learn more about this option in the next section. You may like having a cleaner list by removing prospects from the list; in which case, follow the steps in this section to remove those subscribers.

 

Steps for removing your customers from your prospect list:

 

First, export your prospect list from WordFly to find all the subscribers that have a customer number from your CRM.

 

1. Go to Reporting > Export Data.

2. Under step 1, select export type 'Subscribers by list'.

3. Under step 2, select your prospect list.
Your prospect list is typically the list assigned to your WordFly Signup form. You can confirm the signup list by going to Account > Subscribe Settings.


4. Under step 3, select the toggle CRM Data.

Clicking the CRM Data toggle will automatically select the CrmSubscriberID data field which is your CRM customer number.

5. Click Start Export.

6. Download the subscribers by list file.

 

Next, isolate the subscribers who have a customer number.

 

1. Open the subscribers by list file export.

2. Filter the data to isolate all addresses with CrmSubscriberID.
Any subscribers with a CrmSubscriberID are your prospects turned customers! The presence of CrmSubscriberID indicates the subscriber now has a customer record in your database.

3. Copy these addresses.

 

Now, remove the customers from your prospect list. You can remove up to 5,000 addresses at a time.

 

1. Go to Subscribers > Lists.

2. Click on the name of your prospect list and select View/Edit.

Your prospect list is typically the list assigned to your WordFly Signup form. You can confirm the list by going to Account > Subscribe Settings.

3. From the list summary page, select Other things you can do > Remove subscribers.

4. Paste in all the addresses with CrmSubscriberID.

Be sure to separate addresses by returns, commas or semi colons.You can remove up to 5,000 addresses at a time.

5. Click Remove.

 

These addresses will be removed from the prospect list. You can now use your CRM integration to target your customers differently than your prospect list.

 

 

 

Suppressing customers from the prospect list

 

Once a prospect is converted to a customer you can use the CrmSubscriberId data field to segment your prospect list so that customers do not receive emails intended for the potential customer target.

 

Steps for segmenting your prospect list to send to suppress customers:

 

1. Go to Email > Email Campaigns.

 

 

2. Click the name of your in progress Email Campaign.

 

3. Click on the Subscribers tab of the Email Campaign.

 

4. Select the option to Use Existing list.

 

 

5. Select the list assigned to your WordFly subscribe page.

 

6. Click on Other things you can do > Segment your list.

 

7. Select Create new segment.

 

 

8. (Optional) Save your segment.

Give your segment a name to save it for use in the future. This is a great option if this segment will be used again.

 

9. Select Add data Field.

 

 

10. From the available dropdowns, select the following:

  • Data Field: CrmSubscriberId
  • Operator: Missing

We are telling WordFly to include everyone in our list who does not have a customer number. This effectively filters out all subscribers who do have customer numbers so that only prospects are left on the list.

 

11. Select Add to segment.

 

 

12. Select Apply to list.

 

After applying the segment to your list you will return to the List Summary screen where you first selected Other things you can do. You will see your segment applied and the list total will dynamically update to sift out all your subscribers with the data field CrmSubscriberId. When you send your Email Campaign it will only send to prospects on the list.

 

Learn more about other segments and managing segments in these support posts:

 

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