This article...

Describes the Contacts list pages where you manage your contact records.
Details how to unsubscribe and resubscribe individual contact records.
Describes how to search and filter the lists, and how to export lists of contact records.

Understand Contacts and Users

As you work with your community and communications accounts, it's beneficial to have a good understanding of the differences between Contacts and Users within these accounts.

In your Thrive Communications account, Contacts:

are the members/users in your community site whose records have been synced over into your Thrive Communications account.
could be members of your organization.
are listed on one of the status-based list pages, as described below in Lists of contact records.

In your Thrive Communications account, Users:

are Admins in your account who can access and manage your account via the Admin interface.
are listed on the Settings > Users > Manage page.

See Manage Users (Thrive Communications) to learn more.

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 and click the Communications tab above the search field.
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. Refer to Contacts list columns, below, for information on how to customize the list display to simplify your work.

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.

Manage your Admin users on the Settings > Users > Manage page. See Manage Users (Thrive Communications)).

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 that you can choose from the dropdown have the same set of columns, and the following behaviors and conditions apply to the columns on all of the lists.

An up arrow or down arrow in a column header (as shown in the Email Address column in the image below) indicates: the list is sorted on that column and the sort order.
The "default" set of columns (described in the table) displays when you arrive on a list page, except:
- If you add or remove columns in a list; that customized display, on that list, persists until you change it (even if you navigate to a different page in Admin or end the current session).
Changes to the columns on any Contacts list are not automatically applied to the other Contacts lists. For example, if you add columns on the Active list and then access the Administrator list and want those same columns to display, you have to "re-add" them.
All columns, displayed and hidden, can be searched on, as described below in Search and filter the Contacts lists.
Columns display in the column chooser in the following order:
- the "default" set of system fields (Email Address is hard-coded to always display),
- the names of the personalization fields from your Online Community.

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. Active, Administrator, and Unsubscriber are self-evident. Two other Statuses that you might encounter and which display only in the All list are: Repeated Bouncer: Unsub - messages to the email address have repeatedly bounced so the Contact has been unsubscribed. Repeated Bouncer: Active - messages to the email address have repeatedly bounced but the Contact has not been unsubscribed.
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, with the appropriate one being automatically assigned by the system when the record is created. Administrator: The contact record was added as the result of a User being created on the Settings > Users > Manage page and that User being assigned the Administrator permission, as described in Manage Users (Thrive Communications). NOTE: This Source is distinct from the Administrator Status; a contact record could have Administrator as the value for both. Integration: The contact record was added via your integration with Online Community. Orphaned: An "orphaned" contact record has been deactivated in Online Community and no longer syncs data to your account. These records have lost their Remote ID (Contact ID) from Online Community, meaning they are no longer attached to the original record in Online Community. "Orphaned" records are no longer in any Online Community lists.

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 record and click Edit.

On the Edit dialog, you can change the message-delivery format (e.g., switch from HTML to Text and vice-versa) by checking/unchecking the Text only emails? box.
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 information about the Contact's overall activity and engagement with messages.

See Manage Contact History (Thrive Communications) for more information.

Unsubscribe a Contact

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 record 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 contact records, click the down arrow to the right of the page title and select Unsubscriber.

Resubscribe a Contact

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 record 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 individual contact records or several records that have something in common.

TIP: Searching and filtering apply only to the list you're viewing, so be sure to select the appropriate list (Active, Administrator, or Unsubscriber) before performing these actions.

The Search function

The search function on the Contacts lists is a single-column search that is based on the column that is selected in the Search dropdown; the Search dropdown defaults to Email.

The dropdown presents the searchable columns, alphabetized, in the following order:

the "default" set of system fields
the names of the personalization fields from your Online Community.

All of the list-page columns, visible and hidden, can be queried via the Search dropdown.

Search for contact records by column

If the column that you want to query is hidden, use the column chooser (below the list) to unhide it so that your search results display.

Click the magnifying glass icon to expand the search field.
Click the dropdown to select a column (other than Email, the default) to query.

The list automatically updates with each typed character and displays all records (visible and hidden) that contain a match. Each additional character refines the list more.

Click the X to clear the search field and restore the original list.

NOTE: If you refine the list to a set of search results and then navigate away from the Contacts List page (within Admin or you end the session), the original list is automatically restored. Consider exporting the refined list if you want to preserve the results.

Filter

The filtering functionality on the Contacts lists makes it easier to refine the list to a subset of contact records that have something in common, such as their status or the date on which they were subscribed.

You can filter the lists by one of the following contact record "properties," or you can filter on multiple properties for more precise results.

Filter	Refines the list based on...
Source	The method by which the contact record was added to your account.
Status	The current status of the contact record.
Target Group	A Target Group in the folder that you've selected.
Subscribed	When the Contact was subscribed to your organization's mailings. This can be a single date or a date range.
Unsubscribe Method	The method by which the Contact was unsubscribed from your organization's mailings.
Unsubscribe Date	When the Contact was unsubscribed from your organization's mailings. This can be a single date or a date range.
Modified	When a change was made to the contact record. This can be a single date or a date range.

Filter notes

As you work with filters to refine and manage your contact records, consider the following limitations and behaviors.

Each property (e.g., Status) in the Filter dropdown can be selected only once. A selected property will not display in subsequent Filter dropdowns when you click + Add filter.
You can set only one value (e.g., Unsubscriber) per filtering property (e.g., Status). For example, you cannot simultaneously filter on two Status values, Active and Administrator.
The date-based filters (Subscribed, Unsubscribe Date, and Modified) present two date fields in which you can click the calendar icons to set a date range. To set a single day, you must select the same date in both fields.
You can type or paste a date into the date fields, but your input must:
- use a slash ( / ) as the field separator and
- be in the MM/DD/YYYY format.

Filter the list

Click the filter icon to open the Filter overlay dialog.

Click the Filter dropdown to select a property on which to filter. Refer to the table above for descriptions of the filters.

Click the filter's dropdown to set a value.
Optionally, click + Add filter to apply additional filters to the list.
When you have set the filters you want, click Apply.

The list refreshes and displays the contact records that align with the selected filters, and the filter icon above the list displays as "filled in" (orange) which indicates that there is active filtering.

NOTE: If you filter the list and then navigate away from the Contacts List page (within Admin or you end the session), the filtering that has been applied is removed. Consider exporting the filtered list if you want to preserve the results.

Clear the filtering

To clear an active filter and restore the original list:

Click the filter icon to open the Filter overlay dialog.
Click Clear Filter and then click Apply.

The list refreshes and displays the original list of contact records, and the filter icon above the list displays in its default state which indicates that the list is not filtered.

Export a list of contact records

You can export the list of contact records for any of the list pages.

The list exports as a .CSV file, Export.csv.
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.
The export:
- includes any list columns that currently display and
- honors any filters and sorting that are in effect on the list.

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.

Manage Contacts (Thrive Communications)