Contacts & Audience

Learn how to segment, organize & create contacts in the platform to streamline your campaigns.

Alex Willis avatar Micah Bain avatar Rachael Behlmaier avatar +2
30 articles in this collection
Written by Alex Willis, Micah Bain, Rachael Behlmaier and 2 others

How do I combine groups?

Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

Medicare Options

Understanding the available coverage combinations
Rachael Behlmaier avatar
Written by Rachael Behlmaier
Updated over a week ago

Wealthbox Integration Guide

If you have not yet connected your Wealthbox, there are many ways to do so!
Micah Bain avatar
Written by Micah Bain
Updated over a week ago

How do I see if a contact is not subscribed to a group?

Here's a guide to make sure all of your contacts are in a group
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

How to export your contact lists

Are you wanting more information on the activity of your contacts and groups?
Leigh-Ann Mosca avatar
Written by Leigh-Ann Mosca
Updated over a week ago

How Do I View Unsubscribes?

Step-by-step instructions on how to see a list of your unsubscribes
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

Why do I see email addresses that look like SPAM in my contacts?

These emails may look odd, and here's why.
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

Salesforce Integration Guide

If you have not yet connected your Salesforce account, there are many ways to do so!
Micah Bain avatar
Written by Micah Bain
Updated over a week ago

Redtail Integration Guide

If you have not yet connected your Redtail, there are many ways to do so!
Micah Bain avatar
Written by Micah Bain
Updated over a week ago

Why do all of my contacts show in a group?

There's a filter to show your subscribed contacts.
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

Contact Management Best Practices

Rachael Behlmaier avatar
Written by Rachael Behlmaier
Updated over a week ago

How do I unsubscribe a group from a campaign?

Here's how to manually unsubscribe groups from a campaign.
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

What do users see when unsubscribing?

When a user clicks unsubscribe they have a couple of options.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

What does status mean?

We'll explain what the different levels of unsubscribe mean.
Ariel Veltre avatar
Written by Ariel Veltre
Updated over a week ago

How do I convert a Mac Numbers file to CSV?

If you have your contact list in Mac Numbers here is how to download as a CSV format.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I delete a contact group?

You can remove a contact group with a couple clicks
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I add contacts to a running campaign?

Adding contacts to a campaign that has already been launched/ is running.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

Why are some contacts names "Visitor"?

You will see the word visitor often in your platform analytics, here is why.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How are emails personalized to greet my contacts?

Personalization goes a long way. That's why it's an integral part of our campaigns.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I convert a Google Sheet file to CSV?

If you have your contact list in Google Sheets here is how to download as a CSV format.
Micah Bain avatar
Written by Micah Bain
Updated over a week ago

What's the difference between unsubscribe and global unsubscribe?

Understand the difference in types of unsubscribes.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I add a list of contacts into a Group?

Do you have more contacts you would like to add to a group? Great! Here's how it's done.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I convert an Excel File To CSV (Mac)?

Here's how to convert XLS files to CSV.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I create a group?

Groups are an easy way to keep your contacts segmented and quickly subscribe them to campaigns with one click.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I unsubscribe a contact from a campaign?

You may need to manually unsubscribe a contact from a campaign from time to time.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I import Redtail Groups?

Connect your Snappy Kraken to Redtail and pull over your selected tag groups.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I subscribe a contact to a campaign?

This article will lead you through adding a single contact on to a campaign.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I delete all of my contacts?

If you need a fresh start with your contacts here is how to remove all from the system.
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

Preparing a CSV File, Tips and Best Practices

Make sure your contacts are ready for upload with a few tips
Alex Willis avatar
Written by Alex Willis
Updated over a week ago

How do I delete a single contact?

We make it quick and easy to remove a single contact from your list
Alex Willis avatar
Written by Alex Willis
Updated over a week ago