Contact Management
Manage your customer profiles, segments, and attributes.
By Lars1 author19 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 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