Contacts
18 articles
How to merge contacts or change a contact's email addressFor when a customer, client or contact would like to change their email address or move data to another contact. Not for user emails!
How to edit the columns in the contact overview pageChange the visible attributes on the contacts page.
How to manually add a contactCreate a new contact through the dashboard.
How to create custom contact attributesCreate a new custom contact attribute.
How to delete a contactRemove a contact.
How to set up a referral programInstructions to configure a referral program.
How to access a contact’s profile and adjust their dataNot applicable for changing a customer email address.
FAQ Contact Attribute ExplanationsContact attributes explained
Contact history & activity logHow to access a contact's transaction history & activity log
How to make a contact list with filtersAfter they are finalised, contact lists can be chosen as recipients of once-off emails.
How to export contacts and contact listsHow to access your contact data via export.
How to import a list of contactsImport or update contacts from a large contactlist.
How to create a list from an import (CSV)Create a new list directly from an imported file
How to create a contact list of people who did not open a a previous e-mail campaignManually make a list of contacts who did no open a previous email campaign
How to create a formForms are used for easy and quick registration of contacts! QR code and link to the form can also be used in marketing material
Adding Forms to Emails and Data CollectionHow to link a form to an email to collect data.
How to embed a Form into a website pageHow to embed a sign up form into the code of a website page for a full white-label solution
How to monitor the submissions of a FormHow to see the all the customers who have completed your Form and the data they filled in