The Contacts List is where you manage those who have subscribed to your organization's messages. Contacts don't necessarily have to be members of your organization; they could be people who have subscribed to your newsletter to stay informed of your organization's activities, for example.
Watch the video
This page has three lists, Active, Administrator, and Unsubscriber, that display contacts alphabetically (by email address), along with details like their status and subscribed dates. You can add and edit contact records, and perform other administrative actions to keep your contacts organized.
NOTE: A contact who is unsubscribed is not removed from your account. Rather, their email address is suppressed and the contact will no longer receive email messages from your organization. You can resubscribe contacts that have been unsubscribed.
To manage your contacts:
- Access the Admin interface.
- Navigate to Contacts > List.
TIP: On list pages, click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.
Let's take a look at how to manually create a contact record and manage existing ones.
Create a Contact
NOTE: This process outlines how to create individual records; if you want to batch-upload contacts, see Upload Contacts.
- On the Active (or default All) list, click the plus sign to the right of the page title.
- In the resulting dialog:
- Enter the contact's email address (this is the only field you're required to complete).
- If this contact should only receive text-only emails, check the corresponding box.
- If applicable, you can fill out various Profile Fields for this contact on their associated tab (Personalization, Interests, and Demographics).
NOTE: These field types must already be created for them to appear in their associated tab. See Profile Fields Overview for more information about Profile Fields.
- Click Create to save the new contact record.
Unsubscribe a Contact
You can unsubscribe a contacts to prevent them from receiving future communications from your organization.
To unsubscribe a contact:
- Select a contact to enable the management options above the list.
- Click Unsubscribe.
- In the dialog, provide a reason in the available field, and then click Unsubscribe to confirm the action.
The contact is moved to the Unsubscriber list, and can be further managed from there.
NOTE: The Unsubscriber list shows all contacts whose email addresses have been unsubscribed (suppressed). An unsubscribed contact will no longer receive email messages from your organization. This can be the result of an administrative action (e.g., too many unread emails) or at the request of the contact (e.g., they have voluntarily unsubscribed).
To access the list of unsubscribed contacts, click the down arrow to the right of the page title and select Unsubscriber.
Resubscribe a Contact
You can resubscribe an unsubscribed contact to once again receive communications from your organization.
To resubscribe a contact:
- Click the down arrow to the right of the page title and select Unsubscriber.
- Select a contact to enable the management options above the list.
- Click Resubscribe.
- Click Resubscribe in the dialog to confirm the action.
The contact is moved to the Active list and can be managed from there.
To access your organization's list of active contacts, click the down arrow to the right of the page title and select Active.
NOTE: See Manage Users to learn about managing your organization's user accounts.
Search and Filter Contacts
At the top right, you can use the search and filter features to quickly find contacts.
TIP: Because searching and filtering are tied to the list you're viewing, be sure to select the appropriate list (Active, Administrator, or Unsubscriber) before performing these actions.
- Click the magnifying glass icon to expand a search field, allowing you to find contacts by their Email Address. The list will automatically update with each typed character and display all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.
- Click the filter icon to view the filter (Source) that you can apply to more easily find contacts. Choose your filters and click Apply. The filter icon will become orange to indicate that there is an active filter.
Click the filter icon and click Clear Filter and then Apply to restore the original list.
Edit a Contact
You can edit the contacts on any of the three lists; the edit dialog is the same regardless of the list.
To edit a contact:
- Select a contact and click Edit.
- You can update the contact's email address and add or edit their Profile Fields.
NOTE: See Profile Fields Overview for more information about Profile Fields.
- Click Save to apply your changes.
View Contact History
On any of the three Contacts lists (Active, Administrator, Unsubscriber), select a contact and click History.
The selected Contact's activity history displays in the Contact History overlay dialog.
The Contact History overlay dialog has two sections that display:
- Upper section - dashboard-type widgets that provide an up-to-the-minute snapshot of the Contact's activity.
- Lower section - information about the Contact's overall activity and engagement with Campaigns, Messages, Surveys, and more.
NOTE: See Manage Contact History for more information about the Contact History dialog.
Upload Contacts
On any of the three lists (Active, Administrator, Unsubscriber), you can link out to one of the upload pages to upload a batch of active, opt-out, or unsubscribed contacts.
- Click the Upload icon above the list and choose a batch-upload option.
NOTE: For more detailed information on uploading batch files of contacts, see Upload Contacts.
Export Contact Records
You can export the complete list of contacts for each of the three lists to a CSV file:
- Access the list containing the contacts you want to export via the down arrow to the right of the page title.
- Click the export icon at the top right to download the .csv file to your computer. Your browser should provide a visual indication when complete, along with direct access to the file.