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Knowledgebase: Contacts
What are the best practices for adding a contact to the system?
Posted by The Team at Mindmatrix on 19 October 2015 08:33 AM

Step 1: Click to expand the “Connections” menu and then click on “Contacts”.

Step 2: Click on “Create”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\Image for create.png

Step 3: Click on the “info” tab. Add your contact's first name and email address (especially if you are using personalization variables in the email -be sure not use all caps).

  C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\Image for create contact.png

Step 4: Click on the “preferences” tab and add a contact type (if you created a custom field for your contact segmentation- use your own field). Click on “Save”.

Note: Some customers use the contact type field under the preferences tab for their types- while other customers have a custom field made under a different tab. 

For most customers, your basic types are Prospect, Upselling Customer, and Customer. 

If you are unsure, please ask your Specialist.

 

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\Image for preferences.png

Step 5: Click on the contact.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\Image for click on contact.png

Step 6: Click to expand “Views” and then click on “Programs”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\Image for views.png

Step 7: Click on “Add”/”Remove” to add/remove the contact to the system or any particular email drip campaign. Click on “Save”.

Note: Only running campaigns will be shown here.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\What are the best practices for adding a contact to the system\image for email list.png


You have successfully added a contact to the system.

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