Contacts are the backbone of any digital communication campaign. The system offers many powerful tools to help you easily and quickly manage your contacts. Before we get started, let's have a look at the contact management screen and get familiar with some terminology
Click Contacts > Contacts to navigate to the contact management screen.
This screen comprises three important areas:
In this area, you can see:
Contact rating identifies your best performing contacts, ranking them according to how actively engaged they are. The more a contact engages positively with your emails, the higher their rating. Knowing who the most interactive, interested contacts are lets you create competitions, loyalty and incentive campaigns for them.
You can't send email and SMS campaigns if you don't have anybody to send them to. You need contacts to read and share your content.
Click Contacts > Contacts > New to start creating your contacts.
There are three tabs for you to enter your contact's details:
Fill in as many of the details as you want to, but bear in mind that you must have either an email address or a cell phone number for each contact.
Fill in the following contact details in the Properties tab:
|Compulsory field (if your contact doesn't have a mobile number).|
|Mobile||Compulsory field (if your contact doesn't have an email address).|
|First Name||Only necessary if you're going to personalise emails/SMSes.|
|Last Name||Only necessary if you're going to personalise emails/SMSes.|
|Status||Use the drop-down menu to set the contact to 'On' (receives mails) or 'Off' (doesn't receive mails).|
|Email Format||You can send emails in either HTML or plain text. Some email servers block HTML emails, so plain text ones will be more likely to reach the inbox in these instances.|
|Custom Contact ID||If you use custom information, such as an account or membership number, enter it into this field.|
|Opt-In Permission||Check this box if the contact has given you permission to add them to your list.|
|List Subscriptions||Check the checkbox next to the list name to subscribe or unsubscribe a contact to a list. The checkbox turns green when the contact is subscribed to that list and orange when they're unsubscribed.|
Every contact in your database is assigned a status depending on whether or not they want to receive emails/SMSes, or if emails sent to them are bounced by their mail server. The checkbox next to each contact's email address has a coloured border that indicates their status.
The following definitions apply to the contact status legend:
|On||Contact is set to receive mail sent to all lists they're subscribed to.|
|Off/Suppressed||Contact has complained and will not receive mail sent to any lists they belong to.|
|Awaiting confirmation||The contact has been sent a confirmation mail but has not clicked the confirmation link.|
|Subscribed||The contact is subscribed and will receive mails sent to that list.|
|Unsubscribed||The contact has unsubscribed from that list and will not receive emails sent to that list.|
|Bounced||Mails sent to this contact have exceeded the bounce limit. Contacts that are bounced won't be sent any mails on that list.|
An unconfirmed contact is someone whose details are in your list, but they haven't confirmed that they want to receive communications from you. It's bad practice to send emails to contacts that haven't opted-in to your list, and you risk having your emails marked as spam. Follow these steps to send a confirmation email to an unconfirmed contact:
A confirmation email, containing a verification link, will be sent to the contact. To verify their subscription, the contact must click the link. Their status will automatically be updated once they've done that.