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Use cases/02 of 04/Marketing operations

Clean CRM and event exports

Check contact exports before they enter your email platform, and send clean files back to your CRM.

Get started freeCSV import and export
Fig. 1Quality by source
Website form2,140 rows · score 91
Webinar signups1,380 rows · score 76
Partner list3,050 rows · score 58
  • valid
  • risky
  • invalid
  • unknown
Sample sources · fictional data
Compare
Quality by list source
Report
GET /v1/sources/quality
Fix
Typos corrected in the export
Keep clean
Scheduled re-checks

§ 1

Why it matters

Bad data spreads between tools

An invalid address imported once is copied into every tool that syncs with it.

For the team that owns the data between the CRM and the email platform.

Fig. 2Without and with Verifier
WithoutWith Verifier
  1. ×Without: Each list source looks the same in the CRM.→✓With Verifier: Quality is reported for each list source.
  2. ×Without: Bad sources are found after the damage.→✓With Verifier: A weak source is visible before the next campaign.
  3. ×Without: Old records stay until someone cleans them.→✓With Verifier: Scheduled re-checks keep old records current.

§ 2

How it works

A clean file in, a clean file out

Upload the export, review the fix plan, and import the clean file back. Keep the list quality score to compare sources.

Fig. 3A clean file in, a clean file out
  1. 3.1Export contacts from your CRM or event tool
  2. 3.2Upload the CSV and review the fix plan
  3. 3.3Import the clean file and the suppressions back
No email is sent during a check

§ 3

What you get

What you get.

  1. 3.1Compare sourcesUse the list quality score to see which forms, events, or vendors bring in bad addresses.
  2. 3.2Re-checks on a scheduleKeep the database fresh without a manual project every quarter.
  3. 3.3Result explorerFilter every result by category and by the safe-to-send flag in Analytics.

§ 4

In practice

Typical uses.

  • Case 4.1

    Trade show leads

    Check badge-scan exports before they reach sales and marketing.

Works with the tools you send from.

All integrations
  • SendGrid
  • Mailgun
  • Postmark
  • Amazon SES
  • CSV files
  • REST API

Questions

Before you start.

Do you connect to my CRM directly?

Use CSV export and import today, or build a sync with the API.

Continue reading

  1. 01CSV import and export
  2. 02Ongoing re-checks
  3. 03Start free