CATEGORY: CRM

CRM - Contacts List

The Contacts page is accessible from the CRM section of the sidebar and shows a grid of all contacts within the subaccount, along with your chosen contact columns in the order you prefer. The search bar at the top of the page can be used to quickly locate a chosen contact, or the grid can be filtered and sorted as required to suit your purposes.

Manually adding a Contact 

If you would like to manually add a contact, clicking the ‘Add Contact’ button on the top row of buttons will open the modal to start the process. Complete the required key details such as the email and groups sections, along with the optional Additional fields section if desired. To add more than a single contact the most efficient way is using the import process, clicking the Import button from this page will redirect you to the Import wizard.

Custom Columns 

To change the columns you would like to display, simply click the Field Selection button, tick the columns you would like to show, untick the ones you would like not to drag them into the preferred order and click Apply. The default columns and order can be applied by clicking the Restore option from the dropdown, although we recommend setting your own fields to suit what's best for your account and the data you deal with more frequently. 

Filtering

Each of the contact columns can be filtered, which is accessible by clicking the conical sieve symbol in the column header, then simply select your operator and value, then click ’Filter’ to update the contact grid results. The contact status also has an additional layer of filtering that can be used to show all hard bounced contacts but exclude unsubscribed, for example. 

If you would like to reset the filters back to default then just click the ‘Clear all filters’ button, which will be greyed out if nothing has been applied. 

Actions 

The Actions button contains several options available for selected contacts. To select a contact just tick the checkbox against the corresponding row. Alternatively tick the column header checkbox to select all contacts from all pages in the grid.

Export selected contacts 

To export a list of contacts, select the ones you would like, then click the Export selected contacts option from the Actions dropdown. A download of a .csv file containing those contacts will start.

Add/Remove groups

This action allows you to either add or remove contacts to and from groups within your CRM.

Delete contacts

Any selected contacts will be deleted entirely out of the CRM. This action cannot be undone.

Unsubscribe 

Selecting your contacts and choosing Unsubscribe from the Actions dropdown menu will unsubscribe the contacts from the logged in subaccount. This action cannot be undone. 

Unsubscribe from all subaccounts 

This performs the same action has the Unsubscribe function, but also unsubscribes the contact(s) from all subaccounts within your e-shot account. This action is only available to an Admin user. 

Paging 

Lastly, the contact grid can be customised to show a different number of rows based on your preference. You can choose to show either 10, 20, 50 or 100 rows within the grid, which is saved to your user profile and will persist between pages, so each of the grids on the other CRM pages will show your preferred choice.