Understanding Marketing Records vs Non-Marketing Records in Fello

Manage your billable record usage more effectively by distinguishing between Marketing and Non-Marketing Records.

What is a Record?

All Contacts are considered Records. A record can exist in various ways, including the following combinations:

• Name, email, phone, address
• Name, email, phone
• Name, email
• Email, Address
• Email only

If a single contact has multiple addresses, each address will count as a single record. For example, if a contact has one associated address, it will count as one record; if a contact has two associated addresses, it will count as two records.

Marketing Records vs Non-Marketing Records

In Fello Connect, we differentiate between Marketing Records and Non-Marketing Records. This distinction allows you to better manage your record usage costs and optimize your marketing efforts.

1. Marketing Records: These are billable records with full functionality. By default, all records added to Fello Connect are considered Marketing Records. You can access property information, enriched data, propensity scores, and more.

2. Non-Marketing Records: These are non-billable records with limited functionality. They are read-only, and you won't be able to access property information for Non-Marketing Records.

Managing Your Records

Manually Updating Record Status
Users have the flexibility to update record status in Connect. You can easily change any Marketing Records to "Non-Marketing Records" manually, allowing for better control and management of your records.

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

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

Automated Settings:
Admins can set up automation rules to automatically update a record's status to Non-Marketing based on email validation status, unsubscribed status, or un-enrollment from Engage automations. This helps you save time and maintain an accurate record categorisation.

Using the Fully Automated Marketing Suite:
Marketing Records can take advantage of Fello's upcoming Full Marketing Suite, which includes postcard, SMS, and bulk email sending capabilities. Please note that only Marketing Records are eligible for these features.

Conclusion

Marketing Records vs Non-Marketing Records provides you with greater control over your record usage costs and enhances overall efficiency. By understanding the difference between Marketing and Non-Marketing Records, you can optimize your marketing strategies and get the most out of Fello Connect. If you have any questions or need further assistance, please don't hesitate to reach out to our support team at support@hifello.com.