CRM hygiene & segments
Garbage guest data means bounced texts and awkward service moments. Merge duplicates, agree on tag meanings, and only message people who actually opted in.
Overview
Garbage guest data means bounced texts and awkward service moments. Merge duplicates, agree on tag meanings, and only message people who actually opted in.
When to use this
Before large sends or when reporting looks suspicious.
Step-by-step
- Use Customers → Guest database for merges and profile cleanup; Custom properties, Tasks, Workflows, and Templates when your permissions show them.
- Define segments with clear inclusion rules.
- Measure campaign results against holdouts when possible.
Tips & best practices
- Smaller, well-defined segments often outperform broad blasts.