Contacts

How To Build, Manage and Use Manual Actions in Campaigns
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
How To Import Contacts
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
How To Add a Tag to New Contact List Import
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
How to Allow or Prevent Duplicate Contacts
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
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
How to Merge Duplicate Contacts
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
Contacts Overview
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
How To Create and Edit Smart Lists
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
How To Create and Use SMS And Email Templates
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
How The Sticky Contact Feature Works
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