Contact Management
Manage your customer profiles, segments, and attributes.
Basics
Basic Contact Profiles
How to access a contact’s profile and adjust their dataNot applicable for changing a customer email address. For that they should follow the steps on how to merge a contact
How to manually add a contactCreate a new contact through the dashboard.
How to merge contacts or change a contact's emailFor 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 list from an import (CSV)Create a new list directly from an imported file
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 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.