For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/contact-management-best-practices.md.
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  • What are the recommended best practices for managing contacts in Clickmax?

    The main best practices:

    1. Review inactive contacts regularly and keep tags and lists up to date.
    2. Use custom fields to segment more precisely.
    3. Prefer segments based on behaviour and history over static lists whenever the criterion changes over time.
    4. Personalise your messages instead of sending generic blasts, leaning on automations for nurturing and re-engagement.

    If it didn't work