Contacts

Getting started

4 articles
  • Contact Details

    Every email address collected in your account has its own contact details section that can be linked to more than one group. To access a subscriber's contact details, go to the Contacts menu, research…

  • Contacts type

    In this article :  What are the different types of contacts? How can I see the list of contacts with an implied consent that expired or that are about to? There are 4 types of contacts: Subscribed contacts…

  • Create contacts

    There are several ways to add contacts. You can either: create a single contact (manually add contacts, one at a time) Learn how >   import a contact list Learn how > Before importing your contacts, look…

  • Searching contacts

    What type of contact are you searching for? Subscriber Unsubscribed, deleted or incorrect adresses Search for a subscriber Click on the "Contacts" menu. Enter the email adress you are searching for in…

Add contacts

6 articles
  • Create a single contact

    In this article: Learn how to add a single contact Frequently asked questions If you only have one or a few contacts to add in your account, this option is the more appropriate. Learn how Click the Add…

  • Adding contacts

    In this article: How to manually add a single contact? How to import a list of contacts? Frequently asked questions about the importation process Do you want to: Add only one or a few contacts Import…

  • How to import your contacts from MailChimp

    To transfer your contacts from MailChimp to your account, you'll first need to export your lists to a CSV file. You'll be able to use this file to import them into your account. Here is the procedure…

  • Frequent problems while importing and invalid lines

    If you have invalid lines during your import, click on the number on the right of "Invalid lines" in the importation report to export them in a Excel file. The Excel report includes the number of the…

  • Tips to resolve common problems in Excel related to import

    In this article: Convert data separated by commas or semi colons Transpose data in Excel Split names in Excel Standardize first and last names of your members Use the "Search and Replace" function to…

  • Problems with displaying accents while importing your contacts.

    You just imported a list of contacts and, to your horror, you notice that the accents have been replaced by special or accentuated characters? No need to worry, there can be two simple causes to this:…

Manage contacts

7 articles
  • How to erase the information saved in a field for several contacts

    Here's how to erase the information saved in a field for multiple contacts simultaneously: Prepare the list of email addresses containing information you’d like to erase in an Excel or CSV file. If these…

  • How to edit contacts

    Learn how to edit and update your contacts.

  • Advanced search of contacts

    In this article: What is the advanced search and where can I find it? How to use the advanced search What can I do with the results of my search? What is the advanced search and where can I find it? Use…

  • Manually unsubscribe a contact

    In this article: How to manually unsubscribe a single contact How to manually unsubscribe several contacts simultaneously How can I subscribe again a contact who previously unsubscribed? How to manually…

  • How to subscribe again a contact who previously unsubscribed

    How to subscribe again a contact who previously unsubscribed: Ask them to go in the unsubscription confirmation email If your contact no longer has access to this email, invite them to subscribe with…

  • How to delete contacts

    In this article you will learn: How to delete one or more contacts How to delete email addresses from a specific group Why you shouldn’t delete contacts with an Express consent !   How to delete one or…

  • Exporting contacts

    In this article: How to export subscribed contacts, groups, unsubscribed contacts and incorrect addresses? What is a column delimiter? What is a text qualifier? What information can I find in my export…

Custom fields

13 articles
  • Types of fields

    In this article: Regular fields Consent fields Custom fields In the contact details section you’ll find regular fields, consent fields and custom fields. The only mandatory field is the email address.…

  • Create custom fields

    Custom fields are additional fields. Use them to enter any information that will help you find, target and segment your contacts, or to add personalized content tailored to each email recipient. The number…

  • Custom field - Text

    As the name suggests, this type of custom field is designed to collect any text data. You can enter up to 1000 characters. What it’s used for You can use a text field to enter: Contact details such as…

  • Custom field - Date

    As the name suggests, this type of custom field is designed to collect dates. They will be saved in this format: yyyy-mm-dd. What it’s used for You can use this type of field to enter the date: Of a future…

  • Custom field - Integer

    They are designed to store whole numbers only. Decimal numbers can’t be entered in this type of field. Values ​​can be positive or negative and must range between -2147483648 and 2147483647. What it’s…

  • Custom field - Decimal number

    These fields are great to input large numbers, currency values, and percentages. Numeric values ​​entered will always have two digits after the decimal point. These can be positive or negative and must…

  • Field and group dependencies

    In this article: What are dependencies? Major dependency Minor dependency How to view the dependencies of fields and groups How to remove a dependency What are dependencies? A dependency is created between…

  • Modify the label of a custom field

    Here is some useful information about custom field labels: Your custom field’s label is used to categorize your information (e.g. job title, phone number, etc.) and it is only visible to you. If you add…

  • Modify the type of a custom field

    Unfortunately, it’s impossible to change the type of a custom field. If your information is not in the correct field, you will need to create a new field and then transfer the data to it. Here’s how:…

  • How to reorder custom fields

    To quickly and easily select and consult your custom fields in different sections of your account, place them in order starting with those that are most useful to you. The first five fields you select…

  • Delete a custom field

    In this article: Before proceeding Learn how Frequently asked questions Before proceeding Check to see if the field has any dependancies and if any contact information is saved in it. To see the contacts…

  • Get the placeholder and the code of a field

    The field's placeholder is used to insert personalized content for each recipient in your campaigns. Example: Hello, __FIRSTNAME__ ! → Hello, Martine! You do not need to know the code of the field's placeholder…

  • How to erase the information saved in a field for several contacts

    Here's how to erase the information saved in a field for multiple contacts simultaneously: Prepare the list of email addresses containing information you’d like to erase in an Excel or CSV file. If these…

CASL and contacts' consent

4 articles
  • Contacts consent status

    In this article :  Difference between implied and express consent How to access a list of your contacts with an implied or express consent How to obtain more details on the consent of ungrouped contacts…

  • Create a mailing group for your consent email

    All of the contacts who subscribed by one of our subscription forms on your website already have express consent status. It is therefore not necessary to ask for their consent.   We will now explain how…

  • Consent blocks

    In this article: How does it work? What is the difference between consent blocks and consent templates?   How to add consent blocks You can now add a consent block to any of our predesigned or standard…

  • Configure your return email address for consent confirmation

    To ensure that you receive an email copy of the contact's consent confirmation when using one of our consent templates or consent blocks and the email notification when a contact confirms his subscription…

Tips and tricks

4 articles