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Guide on Database Best Practices

Keep your contact data clean and organized. Tips for importing contacts, removing duplicates, and maintaining accurate customer information.

Updated this week

The Golden Rules of Database Hygiene

1. Start Clean, Stay Clean

Before importing 10,000 contacts, clean your CSV:

  • Remove duplicates (same number, different names = trouble)

  • Fix phone formats (Have country codes for every contact in the CSV you plan to import)

  • Strip extra spaces from names

  • Check for test entries ("asdf", "test123")

Junk in = junk out. And junk costs money in broadcast credits.

2. Tag Like Your Business Depends On It

Because it does. Every contact touchpoint deserves a tag:

  • Lead source (FB_Ad_May, Store_Walkin)

  • Purchase status (First_Timer, Repeat_Buyer)

  • Interest shown (Checked_Sneakers, Asked_About_Wholesale)

Future you will thank present you when segmenting.

3. Custom Fields: Less Is More

You don't need 30 custom fields. You need 5-10 that actually drive decisions:

  • Location (for local campaigns)

  • Birthday Month (for offers)

  • Preferred Category (for recommendations)

  • Customer Type (B2B/B2C)

  • Lead Score (if you have a scoring system in place)

Every field should answer: "Will I actually use this to sell better?"

Power Workflows That Print Money

The Welcome Series

New contact texts you → Auto-tag "New_Lead" → Trigger welcome flow → Wait for their reply → Move to "Engaged" after first reply → Segment for broadcast

The VIP Pipeline

Order value > ₹5000 → Auto-tag "VIP" → Different automation flow → Exclusive broadcast segment → Personal touch messages

The Win-Back Machine

Last order 60+ days ago → Segment creation → Special offer broadcast → Track who returns → Tag "Win_Back_Success"

The Engagement Ladder

  • Never opened: Clean or try different approach

  • Opened but didn't buy: Nurture content

  • Bought once: Push for repeat

  • Bought multiple: VIP treatment

Integration Magic

Automation + Database = Autopilot Sales

  • Abandoned cart? Check custom field "average_cart_value" → Send discount based on amount

  • Birthday month? Auto-trigger special offer each month for people whose birthdays fall in that month

  • Tagged "Wholesale_Inquiry"? Different pricing flow

Broadcasts + Segments = Precision Marketing

  • Don't blast everyone

  • "Bought_Shoes" segment gets shoe launch news

  • "Mumbai" tagged folks get local store updates

  • "Never_Purchased" gets different pitch than "VIP"

Orders + Contacts = Revenue Intelligence

  • See someone's fifth order? Time for loyalty program

  • Notice order gaps? Win-back time

  • Big spender gone quiet? Personal check-in

Final Pro Tips

The 80/20 Rule 80% of revenue comes from 20% of customers. Find that 20% using:

  • Order history

  • Engagement rates

  • Custom field data

  • Smart segments

Then treat them like royalty.

The Human Touch at Scale

Database tools enable personalization, but don't forget:

  • Real names in messages (not "Dear Customer")

  • Reference their actual purchases

  • Remember their preferences

  • Acknowledge their history with you

A well-run database makes every customer feel like your only customer, even when you've got thousands.


You're Ready

You now know every corner of Spur's database system now. You can slice your contacts different ways, track every rupee of revenue, and run automations that feel like magic.

The tools are powerful. Your creativity makes them profitable.

Time to build something beautiful. Your database awaits.

Questions? Stuck somewhere? Your success team's got your back. Drop us a message on WhatsApp.

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