How to Use Your Contacts CRM to Turn Leads Into Customers

Collecting emails is only half the battle. The real win is what you do with them. Popwis's Contacts CRM gives you the data to understand your leads deeply — and act on that understanding. Here's a practical strategy for turning your contact list into a revenue engine.

Step 1: Understand Your Best Lead Sources

The first thing to do in your Contacts dashboard is check the Conversions By Source stats. Which widget is generating the most contacts? Which generates the highest-quality leads?

Here's how to evaluate quality:

• Total interactions — contacts with 3+ interactions are highly engaged
• Source — exit offer leads often have higher intent than spin wheel leads (they were already considering your product)
• First page URL — leads captured on product pages convert better than homepage leads

Use this data to double down on what works. If your exit offer is generating 3x more engaged leads than your spin wheel, invest more in exit offer optimization.

Step 2: Segment with Tags

Not all leads are equal. Use tags to segment your list into meaningful groups:

• discount-user — captured via a discount offer (price-sensitive buyer)
• high-intent — came from a product page or exit offer
• newsletter — opted into content rather than a discount
• vip — your most engaged contacts (sort by total_interactions to find them)

You can add tags manually from the contact detail panel, or bulk-tag contacts after filtering. Then export filtered segments for targeted email campaigns.

Step 3: Export & Sync with Your Email Tool

The Contacts CRM is your source of truth, but your email marketing tool (Klaviyo, Mailchimp, ConvertKit, etc.) is where campaigns live. Here's the recommended workflow:

1. Filter contacts by tag or source (e.g., "spin_wheel" + "last 30 days")
2. Export to CSV (Growth plan and above)
3. Import into your email tool as a new segment or list
4. Send a targeted campaign relevant to how they found you

For example: contacts captured by an exit offer who received a discount code — send them an email 48 hours later asking if they used their code, with a testimonial and urgency reminder.

Step 4: Use the Activity Timeline for Personalization

When a contact's activity timeline shows they've interacted with your spin wheel AND a popup form AND viewed a product page, you know they're a serious prospect. The timeline tells a story:

• Spun the wheel → got 10% off code on Feb 1
• Submitted newsletter form → Feb 5
• Clicked exit offer → Feb 10

This visitor is very interested but hasn't converted. They've seen three offers. It's time for a personal outreach — a direct email from your founder, a phone call if you have their number, or a heavily personalized follow-up with your best offer yet.

Step 5: Keep Your List Clean

A clean list is a converting list. Regularly:

• Mark bounced emails as "bounced" — this prevents you from paying for dead contacts in your email tool
• Mark unsubscribers — honor opt-outs immediately
• Delete obviously fake emails — spin wheels sometimes attract test entries
• Review contacts with 0 activity in 90 days — these may be cold leads worth a re-engagement campaign before removing

The Bottom Line

Your Popwis widgets are constantly working to capture leads. The Contacts CRM ensures none of those leads fall through the cracks. With source tracking, activity timelines, tagging, and CSV export, you have everything you need to segment, understand, and convert your leads with precision.

Start free and let Popwis start building your contact list today.