The Contacts List is where you manage people who have subscribed to your organization's messages.
Contacts could be, for example, people who have subscribed to your newsletter to stay informed of your organization's activities. Contacts could also be members of your organization.
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The Contacts lists
The Contacts List page is where Admins manage the contact records for their account.
To access your lists of 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.
Lists of contact records
The Contacts list page defaults to a comprehensive listing of All of the contact records in the account.
Admins can click the down arrow to the right of the page title to access several other lists:
- Active - all of your non-administrator Contacts.
- Administrator - all Contacts in your account who have "Administrator" permissions.
NOTE: Admins cannot be unsubscribed from your mailings. On these list pages, you can only edit their Personalization, Message Categories, Interests, and Demographics.
Manage your Admin users on the Settings > Users > Manage page. See Manage Users.
- Unsubscriber - all Contacts who have unsubscribed from your mailings.
These lists display contact records alphabetically (by email address), along with details such as their status and subscribe dates. You can add and edit contact records, and perform other administrative actions to keep your contact records 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 be sent email messages from your organization. You can resubscribe contacts who have been unsubscribed.
Contact records management options
You must select a contact record in order to enable the management options above the list.
These options are described in dedicated sections in this article. Note, however, that:
- The Unsubscribe button displays only when a Status = Active record is selected.
- The Resubscribe button displays (in place of the Unsubscribe button shown above) only when a Status = Unsubscriber record is selected.
Contacts list columns
The Contacts lists have the same set of columns.
- If a column is sorted on, an up or down arrow indicates that sorting as well as the sort order, as shown below with the Email Address column.
Column | Description |
---|---|
Email Address | The email address of the contact. |
Status | These are out-of-the-box, system-generated statuses for each contact record. This value automatically updates to reflect the current status, such as an active contact being unsubscribed or being given Administrator permissions. (The search function will query this column.) Active, Administrator, and Unsubscriber are self-evident. Two other Statuses that you might encounter and which display only in the All list are:
|
Subscribed | The date on which the contact record was added to your account. |
Modified | The date on which the contact record was last modified. If the record has not been modified, the Subscribed date displays. |
Source | This indicates how the contact record was added to your account. The only possible values are the out-of-the-box values listed below, one of which is automatically assigned by the system when the record is created. (The search function will query this column.)
|
This article describes how to:
Create a contact record
NOTE: This process outlines how to create an individual contact record. If you want to bulk-upload contact records, see Upload Contacts.
- On the Active (or All) list, click the plus sign icon to the right of the page title.
- In the dialog:
-
- Specify the contact's email address; this is the only required field for this process.
- If this contact should be sent only text-only emails, check the corresponding box.
- Scroll down to manage the Personal Information profile fields; see Personal Info Profile Fields.
- Click the Message Categories tab to manage the Contact's message opt outs, as described in Manage Message Categories.
- Click the Interests and Demographics tabs to manage these profile fields for the Contact, as described in Interests Profile Fields and Demographic Category Profile Fields.
NOTE: These field types must already be created for them to appear in their associated tab. See Profile Fields Overview for more information.
Edit a contact record
You can edit the contact records on any of the lists; the edit dialog is the same regardless of the list.
To edit a contact:
- Select a contact and click Edit.
- On the Edit dialog, you can manage the contact's personal information, message opt outs, and profile fields on the respective tabs.
- Click Save to apply your changes.
View a Contact's History
On any of the Contacts lists, select a contact and click History.
The selected Contact's activity history displays in the Contact History overlay dialog, which has two sections:
- Upper section - has dashboard-type widgets that provide an up-to-the-minute snapshot of the Contact's activity.
- Lower section - has information about the Contact's overall activity and engagement with Campaigns, Messages, Surveys, and more.
See Manage Contact History for more information.
Manage a Contact's Interests
You can manage a Contact's Interests on any of the lists.
To manage a Contact's Interests:
- Select a contact and click Interests.
- On the Edit dialog, check/uncheck boxes to add/remove the items as Interests for the selected Contact.
- Click Save to apply your changes.
Unsubscribe a Contact
NOTE: This process outlines how to unsubscribe an individual contact record. If you want to bulk-unsubscribe contact records, see Upload Contacts as Opt-Outs, Unsubscribes, or Resubscribes.
You can unsubscribe contacts:
- on the All and Active lists and
- only if the Status is Active.
NOTE: A contact who is unsubscribed is not removed from your account. Rather, their email address is suppressed and the contact is no longer included in mailings from your organization.
To unsubscribe a contact on the All and Active lists:
- Select a contact to enable the management options above the list.
- Click Unsubscribe.
- In the dialog, provide a reason and click Unsubscribe.
The contact record:
- remains on the All list but the Status is now Unsubscriber,
- now displays on the Unsubscriber list, and
- can be managed on both of these lists.
NOTE: The Unsubscriber list shows all contacts whose email addresses have been unsubscribed (suppressed). An unsubscribed contact will no longer be sent 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 dedicated list of unsubscribed contacts, click the down arrow to the right of the page title and select Unsubscriber.
Resubscribe a Contact
NOTE: This process outlines how to resubscribe an individual contact record. If you want to bulk-resubscribe contact records, see Upload Contacts as Opt-Outs, Unsubscribes, or Resubscribes.
You can resubscribe contacts:
- on the All and Unsubscriber lists and
- only if the Status is Unsubscriber.
A resubscribed contact will be included in future mailings from your organization.
To resubscribe a contact on the All and Unsubscriber lists:
- Select a contact to enable the management options above the list.
- Click Resubscribe.
- Click Resubscribe in the dialog to confirm the action.
The contact record:
- remains on the All list but the Status is now Active,
- now displays on the Active list, and
- can be managed on both of these lists.
Search and filter the Contacts lists
At the top right, you can use the search and filter features to quickly find contacts.
TIP: Searching and filtering apply to the list you're viewing, so 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. The list automatically updates with each typed character and displays all records (visible and hidden) that contain a match.
- Clear the search field: Click the X to clear the search field and restore the original list.
- Click the filter icon to open the Filter dialog. Click the dropdown to select a Source by which to filter and click Apply. The filter icon now displays as "filled in" (orange) which indicates that there is an active filter.
- Clear an active filter: Click the filter icon and click Clear Filter and then Apply to restore the original list.
Upload Contacts
You can jump to three of the upload pages (Contacts > Upload) right from the Contacts lists.
- Click the Upload icon above the list and choose an upload option.
You can also bulk-upload contact records that you're prepared in .CSV files. To learn how, see Upload Contacts and Upload Contacts as Opt-Outs, Unsubscribes, or Resubscribes.
Export a list of contact records
You can export (as a .CSV file) the list of contacts for any of the list pages.
- If you export from the All list, all contact records are included.
- If you export from the Active, Administrator, or Unsubscriber list page, only those contact records are included.
- All of the list columns are included in the exported file, regardless of whether they are hidden when the export is initiated.
To export a list to a CSV file:
- Access the list of contact records that you want to export.
- In the upper right, click the down arrow icon.
- Your browser should indicate when the download is complete.
Before you leave the page, navigate to and open the file to verify the contents are as expected.
Manage the exported file
The name of the exported file is Export.csv, regardless of which list you export. Consider giving the file a unique name so that its contents are obvious.
You can customize the file (e.g., move and delete columns and rows, adjust the alignment, apply bold) to suit your needs.