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All CollectionsKato Pro TrainingCRM [Companies, Contacts & Tasks]
Lesson 3: Manage marketing lists & preferences
Lesson 3: Manage marketing lists & preferences
Mike Avery avatar
Written by Mike Avery
Updated over 2 months ago

Goal

Organise your marketing contacts, customise communication preferences, and ensure targeted outreach that aligns with your business needs.

Why

Updating what your contact wants to hear about can be managed by them however you can also effect what they hear about.
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How to manage your contacts and marketing list.

Essentially there are 2 options to define what a contact will hear about... 

What marketing lists do they belong to

You can attach a contact to any number of marketing lists by editing the contact, selecting the lists to attach them to and press save. 

Their marketing preferences

Set what top-level information they want to hear about: Latest News and Property Alerts.

If they care about property alerts you can jump in and update their preferences to set what properties they care about.

 

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