The Contacts or Database page is where you can view all the contacts in your account. Think of it as a huge list in a table view, with filters on the right side. You can view basic information, or click on a contact to view detailed information. If you ...
Navigate to the Contacts/Database page. Click on "Create Contact/User" Complete the relevant information in the popup window and click "Submit".
In the Contacts/Database view, click the checkbox next to the contacts name/email. At the top of the page, in red, you'll see "Delete".
On the right side of the Contacts/Database page, you'll see "Filters". On the mobile app, there's a button that opens the filters. You can filter by most things such as tags, automations, activity, lead scores etc. You cannot filter by form submission ...
There's 2 ways to do this. 1. Go to the Contacts/Database screen and check the box next to their name. At the top of the screen you'll see "Add tag". 2. Alternatively, click into the contacts profile and underneath the blue circles you'll see "Tags" ...
To update a contact, go to their profile. Then, simply hover over the information you wish to change and click the blue pencil to edit the information.
From the Contacts/Database screen, in the top right, you'll see "Import". You can either upload "Contacts" with basic data, but if you want to use custom fields, then you will need to create a form with all the information you plan to import, then in the ...
Select the contacts you wish to export by checking the box next to their name. At the top of the page, you'll see "Export".
You will need to click into a contacts profile and additional details to see their opt-in status.
Users can either be team members in your account, or members in a membership. Navigate to the Contacts/Database. Click on "Create Contact/User". Make sure you click on "Create User" at the top of the popup. Which site will this user log in on? For m ...
Users can either be team members in your account, or members in a membership. Navigate to the Contacts/Database. Click on "Create Contact/User". Make sure you click on "Create User" at the top of the popup. Which site will this user login on? Curren ...
By default, every new device is treated as a new contact, however we can merge contacts based on similar information such as their email address/phone number etc. This is actually done via Automation flows. Create a new flow. If you want, add a trigger ...
In the Contacts profile, you'll see "Contact Owner" in the top left. Click the blue pencil to edit this.