Contact a customer
Send personalized 1-to-1 emails to your most valued customers
With Lexer Contact, you can create personalized 1-to-1 engagements with your most valuable customers. Ask for feedback, provide relevant product information, or introduce a small group of customers to special offers tailored for them. In this article, we'll walk through how to segment your contact list, craft your emails, capture customer replies, and the relevant contact attributes.
Getting started
To proactively contact a customer, you will need:
- An integrated email account
- Permission to contact profiles in your account
- A customer profile with an email address attribute
Segment your contact list
Start by searching for the customers you want to contact. We suggest starting with a very small group of valuable customers as you will be emailing them one at a time.
Customers that have recently been contacted can be excluded with the “Date of Last Engagement (Contact)” attribute.
Next, click a customer in your result to open their profile and click the 'Email ' button that appears under the Actions area. Note: if the button does not exist, you may not have completed the setup steps mentioned earlier in this article.
Craft your email
Finally, you craft and send your personalised message to the customer. You can insert emojis, rich text formatting, linked text, and templates to help provide consistent structure and language.
Capture customer replies
Customer replies to your emails will start appearing in the Respond inbox. Your inbox will need to be configured to pull in new emails sent to the email account you contacted from. Simply click a message in the inbox to continue the conversation.
Contact attributes
We know that you will want to create segments of customers who have been contacted on particular dates or by certain individuals in your team. When you send that initial proactive email, we automatically capture the following attributes:
Contacting a customer
With Lexer Contact, you can create personalized 1-to-1 engagements with your most valuable customers. In this article we’ve covered the steps of contacting a customer. Get in touch with your Success Manager or Support for more information about using Contact!
