Contacts
Imports, consent, segments, tags and custom fields.
13 articles
- Use the All contacts screenLearn what the counters at the top do, what each column means and how to apply one action to many contacts at once.
- Read a contact profileLearn where everything is on a contact profile: five tiles at the top, tabs, a summary column and the contact actions.
- Read engagement stars and statusLearn what the stars show, how they are calculated and what Hot, Cooling, Cold and New mean.
- Read contact activity and email historyRead the rows and filters on the Activity tab and the Email history squares, and learn how opens and clicks are counted.
- Edit contact fields and listsChange a contact's name and custom fields in place, add them to a list, remove them from one and apply tags.
- Understand consent status and confirmation recordsLearn the difference between single and double opt-in, what No confirmation record means and where to find the consent record.
- Add a contact individuallyAdd one person with the form, extract email addresses from pasted text or copy contacts from another list.
- Import contacts from a fileUpload a CSV file, map its columns and review which rows were added, updated or skipped in the result report.
- Create a segmentGroup contacts with profile, engagement, last device, email client or location conditions that continue to update automatically.
- Segment by automation or email campaignGroup contacts who finished an automation, or who opened, ignored or clicked a specific email campaign.
- Manage email preferencesSet up email topics, add a profile link to your emails and send to contacts who have chosen to hear about each topic.
- Use tags and custom fieldsGroup contacts with tags, store additional information in custom fields and use both in search, segments and campaigns.
- Export contacts and manage bulk jobsDownload your contacts as CSV and create saved bulk jobs that apply one change to many contacts at once.
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