How to edit a contact

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You can update a contact’s name, email address, account, custom field information, list subscription status (Available on Marketing Lite, Plus, Professional, and Enterprise), and more from their contact profile page.

Access a contact's profile record

To access a contact's profile record:

  1. Click Contacts on the left menu. This will bring you to the Contacts Overview page.
  2. Click the contact you wish to edit. This will open their profile record.

From here, you will be able to add and edit information on their record.  

Note that it is not possible to add or edit a contact's avatar image.

Update fields

The "General Details" area contains standard and custom fields for the contact. This includes their name, email address, phone number, account, job title and any custom fields you create.

How to add a value to a field

To add information to a field, or to change information in a field:

  1. Hover your mouse over the field you wish to update.
  2. Click the edit (pencil) icon that appears.
  3. Type the new information into the field.
  4. Follow steps 1-3 above for each field you wish to update.
  5. When finished, click the "Save Changes" button.  

Note that when updating field values, any changes you make will not "save" as you go. To save field updates, you need to click the "Save Changes" button. If there are any errors, such as a required field left blank, we'll display a message letting you know that the changes cannot be saved.

Manage a contact's tags, lists, and automations

Tags, Lists, and Automations are located under Fields on the contact profile record: 

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Here you can add and remove tags, add a contact to a list or change their list status, add the contact to an automation, view their path in an automation, and stop their progress in an automation.

Tags

Tags are a fast easy way to add information to a contact. They are a versatile feature and can be used in many different ways. For example, you can use tags to create segments, trigger automations, adjust a lead score, use them in conditional content, and more.

How to manually add a tag to a contact
  1. Click the "Enter tag" field.
  2. Type the tag.
  3. Press either the "Enter," "Tab" or "Comma" key on your keyboard to save it.
How to manually remove a tag from a contact
To remove a tag, click the "x" by the tag you wish to remove from the contact's profile page. Click_the_x_to_remove_the_tag.jpeg 

For more information on tags, visit these resources:

Lists

Available on Marketing Lite, Plus, Professional, and Enterprise

You can add a contact to a new list or update their subscription status.

Note that we don't recommend adding a contact to a list or updating their status to "Active" unless they've given you explicit permission to do so.

How to add a contact to a list
  1. Click the "Add" button.
    Add_a_contact_to_a_list_button.png
  2. A modal window will appear. Click the list you want to add the contact to.
  3. Click the "OK" button.
How to update a contact's list status
  1. Click the list name.
  2. A modal window will appear. Click the "Status" dropdown and select a status:

contact_status_dropdown.jpeg

The contact's status will be updated immediately.

Automations

In the Automations section, you can add a contact to an automation, view how much of the automation they completed, the number of times they entered an automation, view their path in an automation, and end or stop their progress in an automation.

How to manually add the contact to an automation

Once you add a contact to an automation, it will begin immediately. This action cannot be canceled or undone.

  1. From the contact's record, click the "Add" button.
    Add_a_contact_to_a_list_button.png
  2. A modal window will appear. Click the name of the automation that you want to add the contact to.
  3. Click "Okay."
End an automation for the contact

You can stop the contact from proceeding through an automation. When you do, it will show that they completed 100% of the automation, even if you stopped them before they reached the last step.

Ending an automation for a contact is the same thing as removing them from the automation. This is because when an automation is ended for the contact, they are no longer in it.

  1. From the contact's record, click the name of the automation you wish to end for the contact.
  2. A modal window will appear. Click the "End" button.
View the contact's path in an automation

You can see where a contact is in an automation at any time.

  1. From the contact's record, click the name of the automation.
  2. A modal window will appear. Click the "View" button.

On the next screen, you'll see the automation builder and the contact's path. This will show you how the contact entered the automation and each action they took.

If the contact completes an action, there will be a green checkmark.

If a contact skipped an action, there will be a red "X."

Hovering your mouse over the checkmark or X will show you when that action was completed or skipped.

To learn more about Automations, visit these resources:

Add or edit a contact task

Available on Sales Plus, Professional, and Enterprise.

Tasks are to-do items for a contact that can be assigned to another account user.

How to add a new contact task
  1. Go to the bottom of the contact's record.
  2. Click the "Add Contact Task" tab.

Or

1. Click on the dropdown button next to the "Send a Campaign" button at the top right of the contact’s record.

2. Click the “Add a Task” option.

The Task Bar will appear. Here you can:

  • Type the task into the space provided
  • Select the task type by clicking the task type dropdown
  • Set a date and time for the task
  • Select a duration for the task
  • Assign the task using the dropdown
  • Send a reminder

Screenshot 2024-03-27 at 09.18.37.png

How to edit a contact task

To edit a task, click the task under the "Open Tasks" section.

Screenshot 2024-03-27 at 09.19.37.png.

The task window will appear.

Here you can:

  • Assign the task to a different account user
  • Update the task title
  • Mark the task as complete
  • Change the task type
  • Add or edit the task description
  • Update the date and time for the task
  • Update the duration for the task
  • Send a reminder

Create a contact note

You can create a quick note about a contact at any time. Once a note is created, it will save to the contact's profile record.

How to add a contact note
  1. Click the "Add Note" tab at the bottom of the contact's profile record. 
  2. The "Add Contact Note" window will expand. Type the note into the space provided.
  3. Click the "Add" button.

Add_a_contact_note_tab.jpeg

Or

  1. Click on the dropdown button next to the "Send a Campaign" button at the top right of the contact’s record and select “Add a Note.”
  2. The “'Add Contact Note”' window will expand. Type the note into the space provided. Click the "Save" button.

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Note that you can add the contact to any active automation by clicking the "automate" icon located on the lower right of the Add Contact Note window.

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If you are automating the note, the contact will be added to the selected automation right away.

You can add the note to the Account or dDeal linked to this Contact by clicking the “Select Relation” icon located on the lower right of the “Add Contact Note” window.

Screenshot 2024-03-27 at 09.24.20.png

Send a 1:1 email from the contact record

1:1 emails, or personal emails, are one-off messages that you can send to your contacts.

Learn how to send a 1:1 email to a contact.

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