Contacts
Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as complete once the user ...
Sun, 19 Sep, 2021 at 9:02 PM
Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the m...
Sun, 19 Sep, 2021 at 9:03 PM
Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, it is possible you'll want to i...
Sun, 19 Sep, 2021 at 9:03 PM
This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article "...
Sun, 19 Sep, 2021 at 9:04 PM
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending ...
Sun, 19 Sep, 2021 at 9:07 PM
Perhaps you have duplicate contacts you want to merge together. Here's how you can merge up to 10 contacts at a time. Step 1: Choose the contacts to...
Sun, 19 Sep, 2021 at 9:08 PM
Here's an overview of the Contacts section of your system. We'll show you how to add, export, search, and filter through your contact records to s...
Sun, 19 Sep, 2021 at 9:08 PM
Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. Follow these steps to lea...
Sun, 19 Sep, 2021 at 9:09 PM
SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is u...
Sun, 19 Sep, 2021 at 9:10 PM
Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This ...
Sun, 19 Sep, 2021 at 9:10 PM