To Open Help & Support 1. From any screen within the application 2. Go to Help & Support on the main navigation menu. Help & Support Dashboard The sections of the Dashboard put your most common tasks at your fingertips. On the Dashboard, you will see the boxes as described […]
Deactivating your Contacts
Deactivated contacts, are essentially deleted contacts. Deactivated contacts don’t count toward your contact billing level. The reason we keep deactivated contacts in your account is only to ensure that they are not re-added accidentally, sent to after unsubscribing… etc. If you are wanting to make room for more contacts (besides […]
Exporting Contacts
Check with support to see if this feature is enabled for your account. Some features may not be visible or available in your account. New Exports 1. Go to Contacts > Export on the main navigation menu. 2. Name Export File – Type in a name for your export file. 3. Click the […]
Deleting a Custom Field
1. Go Contacts > Custom Fields on the main navigation menu. 2. Click the X icon to delete a field you no longer need.
Editing a Custom Field
Check with support to see if this feature is enabled for your account. Some features may not be visible or available in your account. 1. Go to Contacts > Custom Fields on the main navigation menu. 2. Click the Edit icon to edit the custom field. 3. Label: Type in the label you want to use to […]
Adding a Custom Field
Check with support to see if this feature is enabled for your account. Some features may not be visible or available in your account. 1. Go to Contacts > Custom Fields on the main navigation menu. 2. Click the “Add Custom Field” link or icon. 3. Label: Type in the label you want to […]
Custom Fields Overview
Check with support to see if this feature is enabled for your account. Some features may not be visible or available in your account. Custom Fields allow you to collect any additional information for email contacts. Custom Field data can be merged and inserted into your email. Read our article about […]
Creating a Saved Search
Saved Searches can be included in an email send, downloaded, or viewed. Anytime you see a View Contacts Icon throughout the application you can create a “Saved Search”. Click the View Contacts Icon to see the View Contacts screen and select the Save as List link on the toolbar. You may want […]
Deleting a List
Deleting a list will not delete email contacts. 1. Go to Contacts > Lists on the main navigation menu. 2. You will see a list of your lists. 3. Click the X icon to the right of the list you want to delete. 4. Confirm that you want to delete your […]
Editing a List
1. Go to Contacts > Lists on the main navigation menu. 2. You will see a list of your lists. 3. Click the edit icon next to the list you want to edit. 4. List Label – Change the name of your List. 5. Show in Public Areas – Check this option if you want […]