Using the Contact Management Dashboard

Find the tools and features for managing your contacts, lists, tags, and segments, and viewing your contact insights, by clicking on the Contacts tab

Our contact management dashboard makes understanding your contacts, working with your lists, and using segmentation tools easy! Our goal is to make your tasks quick and easy to perform, so they don't get in the way of your primary responsibilities.

• Using the dashboard
• Contact management
• List management
• Tag management
• Contact and list segmentation
• Contact Insights

To get started, just click the Contacts > All Contacts on the left-hand side of your account.

 
 

Using the dashboard

Your dashboard is broken out into tabs for Lists, Segments, Tags, and Contacts. In the same location on each tab, there's an Add Contacts button and a "Create" button that's relevant to the tab you're on. Next to those buttons is an overflow menu so you can easily:

• Access your import and export activity.
• View contact import errors.
• Access your contacts reporting.
• Export all of your contacts into a spreadsheet.
• Create and manage custom fields.

The Search field always falls directly below the buttons and also corresponds to the tab you're viewing. Below the Search field is a table that shows you the lists, segments, tags, or contacts that are in your account (depending which tab you're viewing). Clicking on the table headers orders the columns in in ascending or descending order. 


 

Contact management

See how it's done: Looking for more help managing your contacts? Check out our video tutorial for managing your contacts and lists.

When you click the Contacts tab, you can see all of the contacts in your account, regardless of which list they're a part of. Then you can further filter your contacts by their email or SMS permission status or list status. The contacts table is customizable, and you can choose up to 7 column headers to display. The Search field is also customizable, letting you search for your contacts by name, email domain, contact details, and custom fields.


 

Actions for individual contacts

Next to each contact in the table is an options menu that lets you perform the following actions for the individual contact:

• View or edit their contact record (includes adding or removing notes, lists, tags, and custom fields).
• Add the contact to a list.
• Unsubscribe or resubscribe the contact.
• Delete the contact.
  
  
   

Actions for multiple contacts (bulk actions)

If you want to update more than a single contact at once, you can select multiple contacts and click the Actions drop-down menu to:

• Add them to or remove them from a contact list.
• Add or remove tags.
• Export the contacts into a spreadsheet.
• Send an email to them using Quicksend.
• Delete the contacts.
  
  
   

List management

See how it's done: Looking for more help managing your contact lists? Check out our video tutorial for creating, renaming, and deleting contact lists.

When you click the Lists tab, you can see each list that you've created in your account and click the Create List button to create new ones. You can search for a list by name, and mark a list as a favorite so you can easily find it later.

Actions for individual lists

Next to each list in the table is an options menu that lets you perform the following actions for the individual list:

• View the contacts on list.
• Rename the list.
• Merge the list into a new or existing list.
• Export the list into a spreadsheet.
• Send an email to the contacts on the list.
• Delete the list.
  
  
   

Actions for multiple lists (bulk actions)

If you want to update more than a single list at one time, you can select multiple lists and click the Actions drop-down menu to:

• Export the contact information for the list into a spreadsheet.
• Merge multiple lists into a new or existing list.
• Delete the lists.
  
  
   

Tag management

See how it's done: Looking for more help using tags? Check out our video tutorial for creating and managing tags.

Tags give you more control over how you group your contacts together across lists. You can search for a tag by name, and click the Create Tag button to create new tags.

Actions for individual tags

Next to each tag in the table is an options menu that lets you perform the following actions for the individual tag:

• View all the contacts with the tag.
• Rename the tag.
• Export all the contacts with the tag into a spreadsheet.
• Delete the tag.
  
  
   

Actions for multiple tags (bulk actions)

If you want to update more than a single tag at one time, you can select multiple tags and click the Actions drop-down menu to:

• Export all the contacts with the tags into a spreadsheet.
• Delete the tags.
  
  
   

Contact and list segmentation

See how it's done: Looking for more help creating segments? Check out our video tutorials for creating custom segments using multiple criteria and segmenting your contacts based on engagement.

Segmentation is a powerful tool that helps you get the right content, in front of the right contacts, at the right time. You can group your contacts into custom segments based on their contact information, email engagement, list membership, assigned tags, and ecommerce activity. Just click the Create Segment button to get started. In addition, Pre-built Segments make it easy to find contacts based on their engagement level, and quickly send them an email.

Actions for individual segments

Next to each segment in the table is an options menu that lets you perform the following actions for the individual segment:

• Edit the criteria for the segment.
• Rename the segment.
• Copy the segment.
• Add the segment to a list.
• Send an email to the segment.
• Export the contacts in the segment into a spreadsheet.
• Delete the segment.
  
  
   

Contact Insights

Where your standard email reporting tells you who opened and clicked in an individual email, the information from your contact insights helps you interpret the bigger picture of contact engagement and list growth. Your insights are available on the Lists, Tags, and Contacts tabs and tell you:

• The number of contacts who have subscribed to your list.
• The number of new subscribers in the past 30 days.
• The number of most engaged contacts who regularly open your emails and click the links in them.
• The number of least engaged contacts who rarely open your email or click links in them when they do.

To see more details, including engagement information about your contacts, click the "See more Insights" link in the upper right-hand corner of the Insights section. This shows you the same information and also includes:

• The number of your most engaged contacts.
• The number of your somewhat engaged contacts.
• The number of your least engaged contacts.
• The number of contacts that don't fall into any of the first three categories and are labeled as "everyone else."

You can view all the contacts that fall into a specific category by clicking . . . > View contacts, and you can also engage with all of the contacts in a specific category by clicking the Send an email button.

Questions?