All Categories Contacts & Smart Lists

Here's an overview of the Contacts section of your system. We'll show you how to add, export, search, and filter through your contact records to......

published on December 20, 2022

Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. You may use as many filters......

published on December 20, 2022

SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if......

published on December 20, 2022

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export......

published on December 21, 2022

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge......

published on December 21, 2022

There are three parts to every Contact record: Contact, General Info and Additional Info. If you click into a contact record, you can view their......

published on December 21, 2022