Contacts
Imports, consent, segments, tags and custom fields.
8 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 what the five tiles, tabs, right-hand column and Contact actions menu tell you about a contact.
- 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 segmentBuild a segment whose membership updates automatically, check the result in the live preview and use it in a campaign.
- 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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