š Overview
Contacts and Lists are the foundation of your marketing in Sawyer Marketing Suite. Your customer data connects automatically, and you can organize contacts into segments you target with campaigns and automations. This guide explains how to work with contacts, create and manage lists, and use smart lists to keep segments up to date automatically.
š„ Understanding Your Contacts
Your customer data from Sawyer connects to Marketing Suite automatically, so customers appear as contacts right away. You can also capture new contacts through forms and conversations.
Each contact record includes:
Basic info (name, email, phone, address)
Client details synced from Sawyer
Engagement history (emails opened, links clicked, campaigns received)
Notes and tasks from conversations
š Creating and Managing Lists
Lists organize your contacts into segments you can target. Go to CRM > Lists to create a new list.
Static Lists
You manually add or remove contacts. Use these for one-off campaigns or specific groups that don't change regularly.
Smart Lists
These build from rules you define (like 'all clients with an active membership') and update automatically as your data changes. Smart lists are powerful for ongoing campaigns because they're always up to date.
š” Tips for List Organization
Create lists before building campaigns ā lists are the building blocks for targeting
Use descriptive names so you know instantly what each list contains
Start with key segments (by membership type, location, or activity level) before creating niche lists
Review and update lists regularly, especially if business rules change
š Importing and Exporting Contacts
You can export your contacts as a CSV file for backup or analysis. Contact support if you need help importing contacts from another system.
ā Frequently Asked Questions (FAQs)
My contacts haven't appeared yet. Is something wrong?
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Your customer data connects automatically, but it can take some time to come through after your account is first set up.
Can I edit a contact's information?
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Yes. You can edit most contact fields directly in Marketing Suite. However, client details come from Sawyer, so to change membership information or other client data, update them in your main Sawyer account.
How do I delete a contact?
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Open a contact and look for the delete option. Deleted contacts are removed from lists and campaigns, but a record is retained for compliance.
Can I see when a contact was created or last updated?
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Yes. Contact records show creation and last-updated timestamps so you can track when data changes occur.