This guide will walk you through the steps to group your contact records.
Video tutorial
Group contacts
You can group your contact records in the following ways:
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Categories
These tend to be types of people (i.e a friend of the gallery, collector, VIP, artist, photographer etc). -
Interests
Interests are useful for marketing purposes. They show a contact's engagement with a particular artist, genre or wider group (i.e Picasso, Still life, Secondary market).
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Activity level
Activity levels can be used to highlight the importance of a contact and the level of their engagement with your business (Active A/B/C and Potential A/B/C).
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Relationships
Your database allows you to relate two or more of your contacts by their relationships (i.e family, art advisor, friend).
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Organisation
If you have multiple contacts who fall under the same organisation you can connect these records together as members of the organisation. -
Marketing and events lists
Artlogic Pro clients also have access to marketing & events lists, which allow you to group contacts by individual marketing campaigns.
How to group your contacts
These guides will give you an insight into the various types of contact grouping:
- How to create contact Categories
- How to create contact Interests
- Where to assign Activity levels to contacts
- Grouping contacts by Organisation and Relationships