Leads Management

Centralized contact management with powerful segmentation and enrichment capabilities

Overview

Leads Management is the core of your audience strategy. It allows you to import, organize, clean, and segment your contacts to ensure the right message reaches the right person.

Key Features

  • Contact Database - Unified view of all leads

  • Smart Lists - Dynamic segmentation based on behavior

  • Custom Fields - Store any data point

  • Lead Scoring - Identify high-value prospects

  • Import/Export - CSV and API support

Level 1: Managing Contacts

Adding Contacts

Methods

  1. CSV Import: Bulk upload via dashboard.

  2. Manual Entry: Add one-by-one.

  3. API: Programmatic sync from CRM.

  4. Forms: Web forms on your landing pages.

Contact Profile

Standard Fields

  • Email Address (Unique Identifier)

  • First Name / Last Name

  • Company Name

  • Job Title

  • Phone Number

  • Status (Active, Unsubscribed, Bounced)

Custom Fields

Create fields specific to your business:

  • Industry (Text)

  • Budget (Number)

  • Subscription Date (Date)

  • VIP Status (Boolean)

Level 2: Segmentation

Static Lists

Manual collections of contacts

  • Example: “Conference Attendees 2025”

  • Contacts are manually added or removed.

Smart Segments

Dynamic lists based on rules

Automatically update as contact data changes.

Example Rules

  • Industry IS “Technology” AND Location IS “USA”

  • Last Opened Email < 30 days ago

  • Lead Score > 50

Use Cases

  • Re-engagement campaigns for inactive users

  • VIP offers for high-value leads

  • Industry-specific newsletters

Level 3: Lead Scoring & Enrichment

Lead Scoring

Assign points based on engagement

Action Points
Opened Email +1
Clicked Link +5
Replied +10
Visited Pricing Page +20
Bounced -50
Unsubscribed Reset to 0

Score Tiers

  • Hot (50+): Ready for sales outreach

  • Warm (20-49): Nurture with content

  • Cold (<20): Awareness campaigns

Data Enrichment (Future)

Coming Q2 2026 Automatically populate missing fields (Company Size, Location, Social Profiles) based on email domain.

Technical Implementation

Database Schema 


CREATE TABLE contacts (
  id UUID PRIMARY KEY,
  tenant_id UUID REFERENCES tenants(id),
  email VARCHAR(255) NOT NULL,
  first_name VARCHAR(100),
  last_name VARCHAR(100),
  attributes JSONB DEFAULT '{}', -- Custom fields
  score INT DEFAULT 0,
  status VARCHAR(20) DEFAULT 'active',
  created_at TIMESTAMP,
  updated_at TIMESTAMP,

  UNIQUE(tenant_id, email)
);

CREATE TABLE lists (
  id UUID PRIMARY KEY,
  tenant_id UUID,
  name VARCHAR(255),
  type VARCHAR(20) -- 'static' or 'dynamic'
);

API Usage 


// Add a contact
POST /api/v1/contacts
{
  "email": "<lead@example.com>",
  "first_name": "Jane",
  "attributes": {
    "industry": "SaaS"
  }
}

// Search contacts
GET /api/v1/contacts/search?query=industry:SaaS

Campaigns

Compliance

Last Updated: November 24, 2025 Capacity: Unlimited contacts (billed by usage)

Clean data is the foundation of effective marketing. Use segmentation to send relevant content every time.