Prepare to use Audience Manager CRM

Before using the Audience Manager CRM, you should consider and prepare the following: 

1. Formatting requirements for importing contacts data

• Do your contacts have tags?
• Where are you sourcing your contact data from?
• Does your CSV file meet the formatting requirements for import? See here: Import data formatting requirements

2. Logins for your Integrations

• Do you have your Admin logins for your ticketing platforms?

3. Importing contacts to the Audience Manager CRM

• Do you have ticket sales data? See here: Import contacts data to Audience Manager

4. Creating tags

Do you need to add tags to your contacts? See here: Import contacts and add tags

5. Filter options: segments and tags

• What information do you need to source from your contacts? See here: Targeting Your Audience: using Segments and Tags

Still need help?

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