View and edit the contact record for an individual contact

View and change the contact information or contact details associated with an individual contact

Did you know? We're in the process of making improvements to the All contacts table and rolling it out to our customers. If your All contacts table looks different, view this article for viewing and editing a contact record instead.

The details matter! The more information you have included in the contact record, the better you know the contact, and the more you can personalize your emails for them—contact information can be included in the body of your emails and in your subject lines, and can also be used to segment your contact list!

• View a contact record
• Edit a contact record

View a contact record

View the basic details for your contact, such as their email address, name, and address, the lists the contact is a part of, or the tags assigned to your contact.

1. From the contacts dashboard, click the Contacts tab.
2. Search for the contact you want to review.
3. Next to the contact, click . . . > View.
   
   
    
4. From the Contact details overlay, click the Details tab.
   
   
    

If you see changes that need to be made, just click the Edit button. Round out the full picture of your contact by clicking the Engagement tab and Notes tab too!

Edit a contact record

An email address is required for every email contact (SMS-only contacts are not required to have an email address), but the rest of the information can be customized to fit the needs of your organization. You can even create custom fields to capture information beyond the standard contact details.

1. From the contacts dashboard, click the Contacts tab.
2. Search for the contact you want to review.
3. Next to the contact, click . . . > Edit.
   
   
    
4. From the Contact details overlay, update the contact record and click Save. You can change any of the following fields:

• Email Address and Email Permission
  Note: If an email address was confirmed through the Confirm Opt-in email or the Reconfirm Opt-in email, it can't be edited. If the contact has a new email address, you need to instead create a new contact.
• SMS number and SMS permission confirmation.
• First Name and Last Name
• Lists (Add or remove from existing list, or create new list)
• Tags (Add or remove an existing tag, or create a new tag)
• Job Title and Company
• Birthday or Anniversary Date
• Physical Address (Home, Work, and Other)
• Phone Number (Home, Work, and Mobile)
• Custom Fields (Fill in field or create new field)
  Note: If you need help, you can view the formatting and character limit guidelines for contact details.
  
  
   

Did you know? You can give your contacts a chance to update the information that you have on file for them by including the "Update Profile" link in your email footer. Any time a contact clicks the link, they can make updates and add new information for you.

Questions?