Contacts and members together
A person can begin as a lead and later become a member without creating a second, disconnected profile.
← All featuresContacts and member CRM
Know who is behind the email address
Forms, purchases, bookings and course access feed the same people view. Search, filter and follow the relationship without rebuilding it in a spreadsheet.
I want to create with IdunSee the person behind the email address.
- Bring contacts and members together
- See purchases, access and activity
- Follow up with the right group
Idun StudioIllustrative example Contacts and member CRM
A place to belong.
A
This week’s reflection
What would you like to take away from our work together?
CourseConversationsNext session
The content and the people belong together.
Illustrative workflow. No real customer data.
Here is what you can do.
Keep leads, subscribers, customers and members in one searchable people view with tags, consent status and activity history.
Tags and saved segments
Group people by source, interest, purchase or behaviour and use the result for email and automation.
Consent stays visible
Subscription status is retained in imports and exports so an opt-out is not silently turned back on.
A useful timeline
See purchases, enrolments, bookings and course activity around the same person.
One person, several roles
Someone can download a free file, join an email list, buy a course and book coaching over time. Idun keeps that path around one contact instead of treating every action as a new lead.
The people view distinguishes contacts from members but lets you search both. Name, email, phone, company, language, source and tags can follow the relationship.
Segments that can be used
Tags can be added manually, in bulk, through forms and by automations. Saved segments can combine conditions and feed broadcasts, exports and follow-up.
Import and export without losing opt-outs
CSV import recognises common subscription-status columns. If a person was unsubscribed in the old system, that state is retained. Filtered exports can include a tag, subscription state or saved segment.
Idun is not a sales pipeline with deals, forecasts and sales representatives. It is a creator CRM centred on audience, access, communication and delivery.
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