Introduction

This article drills down into Messaging contacts. Let’s take a good look at the "Contacts" section, where all the data about your contacts is located. 

We will discuss the following topics:

Basic Information About Contacts

The "Contacts" section contains the list of all the contacts added on the current account including their name, email, source, phone number, date of updating/creation, transactional quality, marketing quality, gender, date of birth, language, and time zone. You can show on screen 10, 20, 50, or 100 contacts per page (see Figure 1).

nullFigure 1. The Contacts Section

In the "Contacts" section you can change the number of displayed columns. To do this, click the gear icon in the upper-right side of the page (see Figure 2).

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Figure 2. Changing the Number of Columns

Choose the needed columns from the list. The "Name" and the "Email" columns are predefined.

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Figure 3. Changing the Number of Columns

Contacts can be added manually by the administrator or submitted by customers via blog/event signup, during a chat session, or by filling out a form on the connected website; the source of the contact varies by the way of adding it.

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Figure 4. The Source Column

Each contact in the contact list has an email status. If a contact has a phone number filled in, it also has an SMS status. Statuses are displayed under the email address/phone number (see Figure 5). For more information, see the article Email Statuses Overview.

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Figure 5. The Statuses of Contacts

How to Create a Contact

Now let’s try to create a contact manually. To add a new contact, click the "Add Contact" button in the ''Contacts'' section.

nullFigure 6. Creating a New Contact

Then enter an email and click "Save"  it is enough to create a new contact.

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Figure 7. Creating a New Contact

You can also fill in other fields to specify information about your contacts. There are three tabs on the ''Contacts'' editing page: General, Segmentation, and History (see Figure 8).

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Figure 8. Tabs on the Contacts Editing Page 

General Information (System Fields)

This tab contains system fields, which are predefined. There are four groups of system fields: Personal Details, Contacts, Address, and Social.

The Personal Details group contains the following fields: First Name, Last Name, Gender, Date of Birth, Company, Title, Language, and Time Zone (see Figure 9).

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Figure 9. Personal Details Fields

There are three fields in the ''Contacts'' group: Email, Phone, and Password. 

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Figure 10. Contact Fields

The ''Address'' group consists of the contact’s address-related fields (see Figure 11). Choose country and state from the dropdown list.

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Figure 11. Address Fields

The ''Social'' group contains links to the contact’s social networks.

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Figure 12. Social Fields

Apart from system fields, there are custom fields, which are added by the administrator in accordance with their business needs. 

Custom Fields

Let’s create a custom field named “Age” together. Go to the ''Contact Fields'' section and click "Add Contact Field".

nullFigure 13. Creating a Custom Field

Enter the field name, type, and description. Enable the "Active" toggle if you want this field to be available for segmentation. Click "Save".

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Figure 14. Creating a Custom Field

Now let’s fill in the created custom field. Go to the ''Segmentation'' tab and click the "Add Custom Field" button (see Figure 15). Enter the field name and click "Add". Now fill in the field that appeared. Click "Save".

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Figure 15. Filling in the Custom Field

Segmentation

Now it’s time to explore the ''Segmentation'' tab. Segmentation is a way to divide your customers into groups (or segments) based on some type of shared characteristics, e.g. age, gender, nationality, personal interests, hobbies, etc. You may need it to maintain a personal approach to each group. There are two ways to segment contacts: through tags and custom fields (see Figure 16). 

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Figure 16. The Segmentation Tab

A tag is an identifier assigned to a contact for its description, categorization, search, and defining the internal structure. Enter a tag corresponding to the contact in the field (see Figure 17). You can also delete tags from this field.

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Figure 17. Entering Tags

To learn more about segmentation, please see the article How to Segment Your Audience in Messaging.

History

In this tab, actions with the contact are displayed.

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Figure 18. The History Tab

What You Can Do With the Created Contact

Edit

You can edit a contact by clicking the button with three dots which is on the right side of the page.

nullFigure 19. Editing a Contact

Unsubscribe

To unsubscribe a contact from the emails that they receive, choose "Unsubscribe" in the three dot menu on the right side of the page.

nullFigure 20. Unsubscribing a Contact

Delete

If you want to delete a contact, click the button with three dots and choose a corresponding option.

nullFigure 21. Deleting a Contact

You can also unsubscribe and delete a contact on the Contacts editing page by clicking corresponding buttons.

nullFigure 22. Other Ways to Unsubscribe/Delete a Contact

Sort

In the ''Contacts'' section you can see all the contacts added on the current account. You can sort them by columns, e.g. by email (see Figure 23).

nullFigure 23. Contacts Sorting

Filter

Filter your contacts by any field (general or custom) or tag to perform bulk actions upon those ones that meet certain criteria only. You can set one or more conditions, which can be either in an "AND" or an "OR" relation. To start filtering contacts, click the filter icon in the upper-right side of the page (see Figure 24).

nullFigure 24. Contacts Filtering

For example, if you needed to select male sport lovers, enter “sport” in the tag field, then click the "Add a Filter" button, and choose "Field" from the dropdown list. Click "Select Operand" and choose "General Fields". Choose "Gender" from the list. 

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Figure 25. Contacts Filtering

After that, choose "Equals" and "Male" in the remaining fields. Click "Apply". 

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Figure 26. Contacts Filtering

Now you can see contacts that satisfy the conditions.

nullFigure 27. Contacts Filtering

Export

Another thing you can do with сontacts is export. Click the button with three dots in the upper-right side of the page and choose the file format.

nullFigure 28. Contacts Export

Search

In the ''Contacts'' section you can search through the contacts list. Click the search box in the upper-left side of the page and enter your search request. Then click "Search".

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Figure 29. Contacts Search

Change Tags and Field Values

You can change tags and field values for your contacts. To do this, check the box in front of the contact, then click the ellipsis. Select “Change Tags & Contact Fields”. 

In the “Common Tags for Selected Contacts” box you can add or delete tags for selected contacts. To add the tag, type it in the field and click “Enter”. To delete the tag, click on the trash icon. If you select several contacts, only common for those contacts tags will be displayed. Once you perform the needed actions, click “Apply”.

nullFigure 30. Changing Tags and Field Values

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Figure 31. Setting Up Tags

In the “Contact Fields” box, you can change values of the fields for selected contacts. Click “Add Contact Field”, then “Select Operand” and choose a field from the dropdown list. After that, type the needed value into the “Change To” field or choose the value from the dropdown list. If you enter an empty value, the corresponding field will be erased. If you want to delete the contact field, click the trash icon. Once you perform the needed actions, click “Apply”.

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Figure 32. Setting Up Contact Fields

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Figure 33. Setting Up Contact Fields

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Figure 34. Setting Up Contact Fields

Resend Confirmation Letters

You can resend confirmation letters to contacts with the "Awaiting Confirmation" status. This status means that the contact has received an offer to sign up for a newsletter but hasn't clicked on the confirmation link in the invitation letter yet. To resend the letter, click on the contact and then click the "Resend Confirmation" button. To learn more about contact statuses, please see the article Messaging Email Statuses Overview.null

Figure 35. Awaiting Confirmation Contact

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Figure 36. Resend Confirmation Button

Mass Actions

In the Contacts section, you can perform mass actions with your contacts. To do this, check the box in the upper-left side of the page. After that, all your contacts will be checked. Click on the ellipsis and select the needed action. You can delete or unsubscribe selected contacts, change tags and field values, and export contacts. You can also apply actions to certain contacts. To do this, check the boxes of contacts you need, then click the ellipsis and choose action.

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Figure 37. Mass Actions

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Figure 38. Mass Actions

 

You also can import new contacts to Messaging from your contact base. To do this, click the ellipsis in the upper-right side of the page and choose “Import Contacts”. To learn more about importing contacts, please see the article How to Import Contacts in Messaging.

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Figure 39. Import Button

Conclusion

Now you are familiar with the ''Contacts'' section of Messaging. You can create a new contact manually and know other ways to add contacts. Also, you can manage contact fields and tags, and perform many other actions. See the article How to Segment Your Audience in Messaging to know more about segmentation which helps treat each audience uniquely.