Managing Contacts
How to: Edit or Delete an Existing Contact Group
The clients or contacts that you have may change over time and you may need to update or delete your current Contact Groups. Here we have directions on how to: Import a New List of clients Download the Current List of clients in a Contact Group ...
How to: Create a Contact Group through the Transfer Client
Creating a Contact Group through the Transfer Client is used when you want to continually update a Contact Group of contacts/clients using our Transfer Client or SFTP (Secure File Transfer Protocol). Supported file formats include: .csv, .xls, ...
How to: Edit or Delete an Existing Contact or Client
Client/contact information may change over time and you may need to update your records. To edit or delete an existing client, please follow the steps below. Click Contacts in the top menu bar. Select All Contacts. In the Search By Name or ...
How to: Edit an Existing Contact or Client in a Contact Group
A contact profile is a record of a client/contact which includes their contact information, opt-in preferences, message history and additional details. The information in the contact profile may change over time and need to be updated or you may ...
How to: Add or Remove Contacts Individually from a Contact Group
You can create a Contact Group by adding clients/contacts one by one. Please follow the steps below to create a blank Contact Group and then add or remove clients to it. Note: These directions walk you through creating a Contact Group with no clients ...
How to: Create a Contact Group using a .txt File
You can create a new group or add to an existing group of clients/contacts with a few changes to a .txt file. Please follow the steps below to import clients using .txt files. Note: Our Supported Formats are: .xls, .xlsx and .csv only this tutorial ...
How to: Create a Contact Group using Microsoft Excel Files
You can create a new group by importing clients/contacts through a Microsoft Excel file. Please follow the steps below to import clients using Microsoft Excel files. Note: Our Supported Formats are: .xls, .xlsx and .csv only. Additionally, any hidden ...
How to: Create a Smart Group
Smart Groups are used to create custom groups based on specific rules. These groups offer an additional way to filter your existing clients/contacts. Please follow the steps below to create a Smart Group. Note: In this example we will be making a ...