Getting Employees to Review Contacts: The Weekly Digest

Contact discovery only works if people take part. How a weekly email with one-tap choices and no sign in drives adoption across a company.

Adoption Is the Whole Game

An approval-based system is only as good as its approval rate. If employees ignore it, the marketing database does not grow. The design question is simple: how do you make reviewing contacts take less effort than ignoring them?

Bring the Review to the Inbox

People will not log into another tool to review contacts. They will open an email. A weekly digest that lands in the inbox they already check, listing the contacts found in their own mailbox and where each one came from, meets them where they are.

Four Choices, One Tap Each

• Share with Marketing, as it is
• Edit and share, correcting a title or company first, so Marketing gets the version the person who knows them believes is right
• Set aside, keeping it private to share later
• Remove permanently, so it is never raised again

No sign in is needed for any of them.

For Heavy Users

Some employees, especially account managers and executives, have hundreds of contacts. A private My Contacts list lets them send, correct, set aside or remove contacts one at a time or two hundred at once.

Helping Marketing Chase the Rollout

Marketing operations needs to drive adoption without seeing the contacts themselves. A queue showing who has contacts waiting and for how long, with a reminder one click away, does that. Contact details appear only once an employee releases them.

See how RelationLens makes approval part of the weekly routine.