Contact Management

Everything from creating contacts to handling duplicates, sending emails, and more!

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13 articles in this collection
Written by Matt Verlaque and Mike Wuest

Unknown Contact Alert

What is an Unknown Contact Alert?
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Written by Mike Wuest
Updated over a week ago

Merge Contacts

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Written by Mike Wuest
Updated over a week ago

Export Contacts From Your Billing Software

How to Export your contacts from Major Billing Platforms
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Written by Mike Wuest
Updated over a week ago

How Do I Edit A Contact?

Change their name, contact info, campaign, assigned staff member, and more!
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Written by Matt Verlaque
Updated over a week ago

Contact Record Information

Quite possibly the most important page in the Platform - let's learn about how to interact with our contacts!
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Written by Matt Verlaque
Updated over a week ago

Delete A Contact

How to delete a contact, and what happens when they show back up again
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Written by Matt Verlaque
Updated over a week ago

Duplicate Contact Handling

Learn about how we safeguard against bad data, and what you can do if something gets past us!
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Written by Matt Verlaque
Updated over a week ago

Export Contact List

Need to export some or all of your contacts? It's super easy.
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Written by Matt Verlaque
Updated over a week ago

Filter & Search For Contacts

We can filter and search for contacts using a lot of different criteria.
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Written by Matt Verlaque
Updated over a week ago

Handling Unsubscribe Requests

What happens when a contact clicks the 'unsubscribe' link at the bottom of an email?
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Written by Matt Verlaque
Updated over a week ago

Import Your Contacts

One of the most important parts of the process - let's get your contacts into the system!
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Written by Mike Wuest
Updated over a week ago

Manually Add A Contact

If someone cold-calls you, emails you, or walks in the door...it's time to take matters into your own hands ;)
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Written by Matt Verlaque
Updated over a week ago

Unsubscribe A Contact Manually

Have someone in the platform who doesn't want to be bothered? We can unsubscribe them manually.
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Written by Matt Verlaque
Updated over a week ago