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Tips for Lists: Keep Your CRM Mailing Lists Up to Date

Mar 3, 2021 8:32:30 AM / by Rachel Fields posted in mailing list, crm, segmentation, law firm marketing

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Successful CRM has many components and it can be challenging to bring all the elements into alignment. At CLIENTSFirst, we often work with firms who have done a good job with some aspects of CRM but struggle with others. One challenge frequently seen is keeping mailing lists up to date. Mailing lists are typically the primary method of segmenting clients and contacts and are essential for targeting the right email marketing audience for alerts, newsletters and event invitations. It is not uncommon to find lawyers under the wrong impression that sharing their contacts with the CRM system means they are also “automagically” added to relevant mailing lists. This inevitably leads to frustration when key contacts are not sent communications and invitations aligned with their needs and interests. Here are some of our top tips for keeping mailing lists up to date:

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