Contact Management

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

14 articles in this collection
Written by Mike Wuest, Laci White, and Maggie Houchin

Unknown Contact Alert

What is an Unknown Contact Alert?

Written by Mike Wuest
Updated over a week ago

Merge Contacts

Written by Mike Wuest
Updated over a week ago

Campaign Actions - Former Client Return Logic

Overview of the Former Client to Client Campaign logic

Written by Maggie Houchin
Updated over a week ago

Export Contacts From Your Billing Software

How to Export your contacts from Major Billing Platforms

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!

Written by Laci White
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!

Written by Laci White
Updated over a week ago

Delete A Contact

How to delete a contact, and what happens when they show back up again

Written by Laci White
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!

Written by Laci White
Updated over a week ago

Export Contact List

Need to export some or all of your contacts? It's super easy.

Written by Laci White
Updated over a week ago

Filter & Search For Contacts

We can filter and search for contacts using a lot of different criteria.

Written by Laci White
Updated over a week ago

Handling Unsubscribe Requests

What happens when a contact clicks the 'unsubscribe' link at the bottom of an email?

Written by Laci White
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!

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 ;)

Written by Laci White
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 from emails manually.

Written by Laci White
Updated over a week ago