Edit contact fields and lists
Change a contact's name and custom fields in place, add them to a list, remove them from one and apply tags.
You change a contact's details on their profile page. Fields are on the Fields tab, lists are on the Lists tab and tags are in the side column.
Change a field
Open the Fields tab
First name, last name, country and custom fields each have their own row. A field with no value shows Empty.Click the value or the pencil icon
The row becomes editable.Type the new value and press Enter
Clicking outside the field also saves it. Press Esc to cancel.
The email address cannot be changed in its own row. Use the button beside it to copy it. To change the address, click Edit contact, type the new address in the form that opens and click Save.
MailGraf keeps the fields in the System section: Contact ID, Created, Source and Last updated. These cannot be changed.
Change the contact's lists
Open the Lists tab
The first table shows the contact's lists. Added is the date they joined and Source is how they joined.To add, click Add to list
In the window that opens, tick the lists and click Add to list. You can also create a list by typing a new name in the search box.To remove, click Remove from list
The option is in the list's row. The contact leaves the list straight away. If you change your mind, click Undo within 5 seconds.
Add or remove a tag
Click Add tag in the side column
A search box opens.Choose a tag or create a new one
Click a tag in the list. If the tag does not exist, type its name and click the create row that appears below.To remove a tag, click the X beside it
The tag comes off this contact and stays on your other contacts.
Segments update by rule
The second table on the Lists tab shows segments. Segment membership updates automatically by rule. You cannot add a contact to a segment or remove them by hand. Click Open segment to see the rule.
Frequently asked questions
How do I change the email address?
On the Fields tab, click Edit contact. Type the new address in the form that opens and click Save.
Why can't I add a contact to a segment by hand?
Segment membership updates automatically by rule. A contact enters when they match the rule and leaves when they stop matching.
I removed a contact from a list by mistake. Can I undo it?
Yes. Click Undo in the message that appears, within 5 seconds. After that, use Add to list to put the contact back.
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