Managing your Contacts
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      Understanding Marketing vs Non-Marketing Contacts in Fello

      Learn how Marketing and Non-Marketing contacts differ from each other, and how to switch a contact's status in Fello.

      Marketing Contact vs Non-Marketing Contacts


      There are two types of contacts in Fello: Marketing & Non-Marketing. This distinction allows you to better manage your record usage costs and optimize your marketing efforts.

      1. Marketing Contacts: These are contacts with full functionality that use up your plan's Marketing Contact limit. By default, all contacts added to Fello Connect are considered Marketing Records. You can access their property information, enriched data, lead scores, and more.

      2. Non-Marketing Contacts: These are non-billable contacts with limited functionality. When a contact's status is set to Non-Marketing, you will not be able to view Fello data points for them, like their Lead Score and AVM values. These contacts will not be enrolled in any new automations and will also be unenrolled from any existing ones. You can always change their status back to Marketing at any time.

      Managing Your Records


      Manually Updating Contact Status

      You have the flexibility to update a contact's status in Fello. You can easily change any Marketing Contacts to Non-Marketing manually, allowing for better control and management of your contacts.

      Select the record status when prompted and click on continue to save

      Filtering and Bulk Selection:
      You can easily filter your contacts by Marketing or Non-Marketing status. This allows you to focus on the most relevant contacts for your marketing efforts. Additionally, you can bulk-select contacts and mark them as Marketing Records or Non-Marketing.

      Automated Settings:
      Admins can set up automation rules to automatically update a contact's status to Non-Marketing based on email validation status or no properties available. This helps you save time and maintain an accurate record categorisation.

      Email validation for records can take up to 72 hours or more for bulk uploads. The duration depends on the size of the record database.


      Using Smart Automations:
      Marketing contacts can take advantage of Fello's Smart Automations, which includes postcard, SMS, and bulk email sending capabilities. 


      Learn more about optimizing your Marketing Contact usage in Fello.