Contact Management

Getting Started

• An overview of Contacts
• Create a list
• Importing and adding your contacts
• Contact statuses explained
• Creating segments
• Organizing your contacts

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Feature Explanations

• Custom Contact Field Overview
• Managing Tags with the Tag Manager
• Edit multiple contacts with the Bulk Editor
• Exclusion list
• Subscribe by email opt-in method
• Travel history

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Videos

• Importing contacts (video)
• Creating a form to capture contacts (video)
• Tagging (video)
• Custom fields (video)
• WordPress plugin (video)
• Creating a contact score (video)

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FAQs

• How do I import my contacts from a CSV file?
• What is a CSV file?
• How do I save my spreadsheet as a CSV file?
• How do I import contacts with multiple tags?
• How do I import contacts with multiple values for a contact field?
• My import failed. What can I do?

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