Contact Management

Getting Started

• An overview of Contacts
• Contact statuses explained
• Create a list
• Importing and adding your contacts
• Lists vs. Tags
• Organizing your contacts

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Feature Explanations

• Managing Tags with the Tag Manager
• Custom fields
• Edit multiple contacts with the Bulk Editor
• Subscribe by email opt-in method
• Travel history
• [Video] Advanced search

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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 can I see when a tag was added to a contact?
• What is the difference between the “Currently in automation” and “Has not ended automation” segment conditions?
• How do I merge lists?
• How can I capture a contact's mailing address?
• How do I find contacts located in the EU?
• When should I use multiple lists?

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