Contact Management
Manage your customer profiles, segments, and attributes.
By Miles and 1 other2 authors20 articles
Basics
Basic Contact Profiles
- How to access a contact’s profile and adjust their dataNot applicable for changing a customer email address.
- How to manually add a contactCreate a new contact through the dashboard.
- How to merge contacts or change a contact's email addressFor when a customer, client or contact would like to change their email address or move data to another contact. Not for user emails!
- How to correct a point balance with a negative transaction or deduct points from a contact’s accountManually create a negative transaction/correct a point balance.
- FAQ Contact Attribute ExplanationsContact attributes explained
- How to delete a contactRemove a contact.
- Contact history & activity logHow to access a contact's transaction history & activity log
- How to make a contact list with filtersAfter they are finalised, contact lists can be chosen as recipients of once-off emails.
- How to export contacts and contact listsHow to access your contact data via export.
- How to import a list of contactsImport or update contacts from a large contactlist.
- How to create a contact list of people who did not open a a previous e-mail campaignManually make a list of contacts who did no open a previous email campaign
- How to create a list from an import (CSV)Create a new list directly from an imported file
- Lists: Best practicesTop recommendation for our lists tool
- How to Create a CRM SegmentLearn how to create and use CRM Segments to automatically group contacts based on loyalty activity or orders using RFM (Recency, Frequency, Monetary) or single-metric segmentation.
- How to create custom contact attributesCreate a new custom contact attribute.
- How to send an email to one contactThis is for sending an email to one person or contact, without the use of a email list that includes one person.
- How to edit the columns in the contact overview pageChange the visible attributes on the contacts page.
- How to import existing loyalty cardsHow to import loyalty cards (identifiers) from another program
- Contact IdentifiersEverything you need to know about contact card numbers and identifiers.
- How to Use Filters ProperlyProper application and usage of filters