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Creating Contacts and Managing Groups Video Tutorial
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*Following the video there is a transcript of the same content for those who prefer to read the material.*
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- Ground in your organizational or business objectives - why does your job exist? What are you accountable to accomplish?
- Decide on team-level strategy or individual-level strategy
- Center your relationship with your contacts. Today, we talked about them in the abstract, but we at CCL know they are people with needs, and hopes, and distractions and ancestors and a LOT competing for their attention. Building an engaging relationship with the people you serve doesn’t happen overnight or rest on one single message; we build trust through connection over time. Consider asking your people what kind of text messages they would value most, and build from there.
- Stay compliant! It’s typical to have questions about compliance and the rules and guidlines can vary based on industry. Consult with your leadership for best practices, and should you want to consult with the CCL team, let us know.
Resources/Documentation:
Add the Contact to a Group / Remove the Contact from a Group