As you have created list with set of required date fields (Additional/Custom), it is time to add contact information to the available list(s). In Campaigns+, there are more than a few ways of adding contacts to the lists.
- Adding Manually One by One
- Using Import to Add Sizable Volumes
- Using Web-Forms to add Live Feeds
- Adding Programmatically through API
All above mentioned methods of adding contacts to the list are discussed separately in their respective help center articles. In this specific article, we'll only discuss about adding contacts one by one manually. Later in this article, we would also discuss View/Search contacts page, a page where list of all currently available contacts would appear.
Navigate to Add a Contact
Main Navigation -> Contacts -> Add a Contact
Clicking on add contact will open up a form with simple fields and selections to help you add the contact details. Here are these...
Few of the fields are mandatory to add the contact details while few others are optional. We'll discuss them separately, optional followed by the mandatory ones.
Email belongs to the default structure of list and it has to be filled with an email address of the contact. Contact details can’t be added without an email address.
The dropdown carries all available lists and requires selection of one to move to the next step. You will see if you select a list that holds some additional and custom fields, these appear on your screen straightaway after selecting the list.
Mandatory Custom Field (If Any)
From the custom fields if you have made certain field compulsory to fill in order to have the contact information added to the selected list, you will then have to consider the custom field as Mandatory also. But if the custom field was made optional while creating it, it will be considered optional here as well.
More about "Custom Fields"
When the Add a Contact page loads, you will see most of these options have certain default value selected. If you want to change the default value, or provide a value of your choice, you can opt changing it. Otherwise, contact information will be added with these default or empty values.
Email format that the contact is flagged to receive as default. Default selected value is HTML, because in case of HTML, contact will still be able to receive and view the text campaigns. But if the selected format is text, then such contacts will only receive text version.
By default confirmed is the value of this option, but if you are following the strict standards of email hygiene, always consider sending a confirmation email to update the contact status as confirmed. For this case you can mark the status of the contact as Unconfirmed to later send an email with confirmation link.
The value by default is active to consider every newly added contact as Active to receive the email campaigns you schedule by selecting the specific list which contact is added to. Inactive contacts wouldn’t receive the campaigns.
Dropdown has multiple options and by default system rightly keeps the bounce status of new contact as “Not Bounced” which means that the contact hasn’t been flagged as bounced within the list as yet. In case of selecting the other two options, make sure that the contacts that you will mark as hard bounce here will no longer be able to receive future emails.
If you know that the contacts you are adding has unsubscribed from your mailing list in the past, then select the yes option. Otherwise, keep the default value selected which is “No”.
Note: As within Campaigns+, lists are separately maintained, therefore, the contact unsubscribed or bounced in one list will not automatically be set with the same flag in the other lists.
Additional & Custom Fields (Data Fields)
If the list that is selected to store the contact information doesn’t have additional or custom fields attached, then the process of adding contact information finishes here. But if you have added few, fill them out with right information.
To learn more about custom/ additional fields, click Custom Fields.
Adding Contact Details
Save or Cancel Details/Preferences
You have the following options to complete the process, cancel or save your preferences.
Save & Add Another
Get the current details/preferences saved to complete this process, and automatically reopen the same process with empty field values/options to make a new entry.
Save & Exit
Complete the process, get your preferences/ details saved and exit from the process.
Get out of the process without saving preferences/ details and resort to the View Contacts page .
All the contacts stored across all the contact lists are displayed on View Contacts page. Whether you have added contact details one by one, imported them direct to a list, used API requests or stored them via web form. No matter which way of adding contacts you opted for, contact details will appear in this table.
This page is not only a source of valuable information with regard to the contacts but it also enables performing several helpful actions to manage these contacts. Let’s take a look at the information “View Contacts” table provides.
Navigate to View Contacts
Main Navigation -> Contacts -> View/Search Contacts
View Contacts Table
Every row in the view/search table represents contact details with a unique contact ID.
Rows of the first column have checkboxes that would help selecting records in multiple rows. You can select multiple contacts and then choose to delete their information, using “Delete” under tools.
System assigned contact IDs are being displayed under the column, every row represents a unique contact ID that helps system to recognize specific contact within the database and perform various processes. E.g. when you send a Confirmation Email, system sends the confirmation link by keeping this Sender ID encrypted within the link. When the recipient clicks the link, system automatically matches the Contact ID and updates its status to “Confirmed” within the database. It is how IDs that system assigns to various elements like to Contacts, Campaigns etc. are used.
Email addresses of the contacts are being displayed in the rows under this column. For email system, email is used as primary as well as the compulsory value to add the contact details.
Name of the list to which contact information was added/stored.
First Name & Last Name
Values under both the columns are representing the first and the last name of the contact. Since First and Last name of the contacts are the additional and optional fields, rows for some contacts may remain empty.
What’s the format between HTML or Text the contact is assigned to receive by default.
If the contacts email was being flagged as bounced within the list of its belonging, rows for such contacts will show the category of the bounce between Hard or Soft. If no process has yet been performed with the contact, then for such contacts it will show No Process, and if the contact has received some campaigns in the past and didn’t bounced back, it will then show, No.
If the client status is unsubscribed within the list or not
What’s the status of the contact within the list between two available options Active and Inactive
Showing the time stamp when the email was being added to the list of its belonging.
Click the actions to view further details and perform the following set of tasks.
If you want to see more details of the contacts click and a small window will popup on your screen. On this window, you will be offered more details about the contact. Apart from the current status and primary contact information, you can view the values of additional as well as custom fields of the contact. Click “Edit Contact” if the current contact information requires an update.
Email History/Event Logging
Apart from the contact details, it offers a brief event log. It shows the details of campaigns sent or scheduled for the specific contact. It shows the status of the campaigns scheduled for the contact, and the behavior of the contact towards these campaigns, it shows if the contact bounced back or not, opened the email or not and clicked the link or not.
Clicking on the button will lead you to the page, where you will be able to modify and update the currently saved details of the contact.
Click the button and you will be asked to confirm, if you really want to delete the details of contact from the list? Answering the prompt message in yes will result in the deletion of contact and its information from the list.