The application has one default “General” List ready for your use. 1. Go to Contacts > Lists on the main navigation menu. 2. Click on the Add List icon. 3. List Label -Type in a descriptive name for your List such as “Daily Specials”, “Monthly Newsletter,” etc. 4. Show in Public Areas […]
Managing Your Lists
Go to Contacts > Lists on the main navigation menu. To add a list Click “Add List” Go here for more on adding a list. For each previously added list listed: • Order – The order your Contacts will see when viewing Lists. • List Label – Type in a descriptive name for […]
Introduction to Lists
Check with support to see if these features are enabled for your account. Some features may not be visible or available in your account. A list is used to segment or group Contacts, which can then be associated to an Email Campaign for sending. A list will be used by […]
Contact Search
1. Go to Contacts > Search on the main navigation menu. 2. Select your search criteria in one or more fields. 3. Click the Search Contacts button to begin your search. 4. A View Contacts screen will open listing the Contacts who fit your search criteria. 5. To save the search to […]
Editing Contacts
Search for a contact to edit Go to Contacts > Search on the main navigation menu. 1. Type your search criteria in one or more fields. 2. Click the “Search Contacts” button to begin your search. 3. A View Contacts screen will open listing the Contacts who fit your search criteria. 4. Click […]
Duplicate Contacts and Deactivated Contacts
When you Add or Edit Contacts the application will handle the Duplicate and Deactivated Contacts Duplicate Contact Logic Each unique email address is one contact. Duplicate contacts are always deduplicated. An email address will only appear once in a single list. A contact can be associated with multiple lists, but […]
Automated Contact Importing
To see the ways in which you can set up a signup form to capture emails, please see our section titled “Forms and Links”
Contact Import Report
If the number of new contacts exceeds the maximum number of contacts allowed in your plan, the import will be incomplete. You will be notified in the Contact Import Report that you have exceeded your contact limit. After each import, you will receive an email notification advising that the import is […]
Importing With a CSV File
You will receive an email if you import exceeds the number of contacts allowed for your plan. Email Contacts will never be duplicated, the application will automatically detect duplicates. Data will never be removed when importing only updated or added. For additional information on how contact duplicates, updates, etc. are […]
Adding Individual Contacts
1. Go to Contacts > Add Contacts on the main navigation menu. 2. In the Add Contacts window, complete all 5 fields for each Contact if possible. a. Select the List(s) you want the Contact(s) to belong to. b. First Name: Type the Contact’s First name. c. Last Name: Type the Contact’s Last […]