This tutorial will show you how to organize contacts to be able to follow up and send a specific selection and communication to your contact.
For step-by-step instructions, read below:
Column View
1. Go to “Contacts” from the sidebar of your dashboard, and from there you can change the view.
2. Currently, the view is in “Column view” where it is presented in a table format. But here you can select a different view.
3. Changing the view will update the fields presented. You can also include some filters by clicking the filters icon.
4. You can also change the view from the “Column view” to the “Contact list” view.
Contact List View
5. In the “Contact List” view, you can see all your contacts and you can select multiple contacts to be part of a list. Lists are an easy way to group your contacts by the center of interest.
6. To add multiple contacts to a list, simply click the “Add to List” button.
7. We will then add the name of the list. You can select from the existing list from the dropdown or create a new list by clicking the “Create New Contact List” text then fill-up the form.
Adding a New Contact to List
8. Every time you have a new contact you can add them individually to a list by simply going to their account and then click the “Add to Contact List” button and select the list you want him to add to. Don’t forget to click “Save”.
Adding Tags to Your Contacts
9. Another easy way to segment your contacts is to have some tags. Just add the tag you want and this will allow you to search for contacts with corresponding labels easier and more efficiently.
10. Once you put in a tag, you will see all the contacts with this when you do a search.
Viewing All the Lists
11. You can see all your lists when you click the “Lists” button.
12. When you open a list, this will present us with all the contacts on this list.
13. From there, you can send an email which will go out to all these contacts in your list.
14. You can select or create an email template. You can also update the details like subject title, message body and then click “Send”.
Lists that are Updated Automatically
15. Now if you want to create lists that are updated automatically given a bunch of criteria you can also do that. Create a new view and if you don’t have access, you can request your manager. Click the “Create New List View” button and a pop up will appear.
16. Select the criteria that you wish to include in your view. Then you can add in the name of your list. You can also change the visibility and add filters.
17. You can also select how to display it. The columns can be displayed based on when they’re updated and in descending order. Once that’s good, click Save.
18. When you go to the Contacts tab, now you can select the newly created view.
19. From there select “Contact list”, then “Create Contact List”, under “Type” select Auto. And then under “Advanced View” select the list view which you just created. The “Interval” is the time interval from when it will automatically be updated and when you click the “Update all” button, it will remove that contacts from the list which do not fit the criteria that you set. Once you’ve updated, you can put in the contact list name, add in a description and hit save.
When you do this, the contacts which fit certain criteria will be added automatically to your lists.