Best Practices for Contact Segmentation and Organization
Organize your customer database in Local Business Pro with contact types, tags, and custom fields for targeted marketing.
Quick Answer: Use Contact Type (New Customer, Current Customer), custom fields, and filters to segment your database. This enables targeted communication and personalized AI interactions.
Why Segmentation Matters
Segmented contacts enable personalized marketing, AI conversations tailored to customer type, and efficient follow-up workflows.
Segmentation Strategies
- By type: New Customer, Current Customer, VIP, Inactive
- By location: City, zip code, service area
- By service: What services they've used
- By value: Total spend, average job size
- By source: How they found you (referral, ad, etc.)
Setting Up Segments
- Ensure Contact Type is set accurately for each contact
- Create custom fields for data you want to segment by
- Use filters to find contacts matching criteria
- Export filtered lists for marketing campaigns
- Set up automations that trigger based on segments
Frequently Asked Questions
Q: How do I update contact types in bulk?
A: Use the import feature to update existing contacts, or update individually as you interact with them.
Q: Does my AI use contact segmentation?
A: Yes, your AI can use different conversation scripts for New vs Current customers.
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Last updated: February 1, 2025