Contacts

Walkthroughs around uploading and managing contacts

Preparing your Contacts Database
  Our Contact Management platform accepts only CSV and Excel formatted files.   The amount of data your contact list needs depends on your pa...
Wed, 17 May, 2023 at 3:25 PM
Adding Contacts to a List
  This can be done when contacts are first uploaded to the platform, so in this instance we are assuming you would like to add existing contacts to a li...
Wed, 30 Nov, 2022 at 9:11 AM
Removing List
  Removing a list is very simple, and can be done with or without deleting the contacts within the list. First, navigate to the ‘Manage Lists’ section,...
Wed, 30 Nov, 2022 at 9:18 AM
Managing your Opt-Outs
Opt-out is a process by which individuals can choose not to receive unsolicited information or services. Opt-outs are important because they give individual...
Fri, 11 Aug, 2023 at 10:38 AM
Uploading Contacts
  Step 0: Ensure your contact list is in .csv or .xls format.  Log in to the platform. Step 1:  Select Manage Contacts, which is under Contacts in the ...
Wed, 30 Nov, 2022 at 9:19 AM
Importing your Contacts
In order to send out a campaign, you will want to add your recipients as contacts within the platform. This is all done from Manage Contacts, which is...
Wed, 30 Nov, 2022 at 9:21 AM
Updating Existing Contacts
In order to update your existing contacts, please follow the steps below   For details steps on contacts upload process, see Uploading Contacts   St...
Thu, 20 Oct, 2022 at 8:08 AM