TABLE OF CONTENTS


Pinpointe lets you manage your contacts using databases, lists and segments.

  • Databases are the primary separate containers where you store your contacts. Most customers will only need a main database but our larger customers may need separate databases for each business.
  • Lists (or Tagged Lists as they are sometimes called) are like sub-lists within databases.  
  • Segments are saved searches across all contacts of one or more databases and are used to select contacts based on custom field values and contact behavior (like whether a contact opened an email or clicked a link).
     

Databases 


Contacts can only be in a given database once because all contacts are de-duplicated after they are imported. 


Databases add extra flexibility for our customers who:

  • Manage multiple websites
  • Support multiple businesses or business divisions 
  • Provide services to multiple customers
  • Have a Sales Team where each Sales Representative manages their own database of contacts.
     

With databases, if the same contact is in multiple databases, Pinpointe will manage them as separate contacts in each database (Fig 1).


Fig 1 


   

If you want to have a contact in multiple lists and ensure that they are tracked as the same contact across these multiple lists, then use the list feature instead.


In most cases, you'll only need to set up one or two databases. One could be for customers and the other for your company's employees. 


If you have multiple websites, you might have a separate database to manage contacts for each site separately.


For each database, you can also set several properties including the default send-from email address, address, and description (Fig 2). 


Fig 2





Lists 


Lists are just subsets of contacts within a database. A contact in a database can be tagged to be in multiple lists so Pinpointe will manage this as a single contact. 


If you only have one database, then you will probably always use Lists (Fig 3). 


Fig 3 




Segments 


Segments are a way to search across all contacts in one or more databases while selecting a defined group based on custom field values and behavioral information. Examples of this include whether a contact in a given territory opened a certain campaign or clicked a certain number of links or contacts from a specific state. 


Segmenting rules can either be linked with AND, OR, or a combination of both (Fig 4). 


Fig 4