The Contacts and Lists feature provides a streamlined way to manage and engage with your leads. Centralizing all contact data in one place allows for easy list creation. This way, you can better organize, track, and communicate with your audience. Whether you're working with form submissions or manually inputting data, this feature handles your contacts more efficiently.
Access and Add Contacts
Contacts are created automatically from form submissions, can be imported in bulk from existing leads, or can be added manually. Their information will be consolidated to prevent duplication.
Contacts can be found on the menu on the left of your Dashboard, below the Assets section.
Here, you can access all your existing contacts and see all their details based on the predefined fields.
To manually add a new contact, click on the Add new contact button in the right corner, where you can enter the details of your lead.
To import contacts from preexisting leads, click on Form Submissions. Here, you can select either a specific page, as shown in our article here: https://d.pr/E4GpHT, or all the leads from the workspace. Click on the checkbox for the leads that you want to send to contacts, or click on the top checkbox to select all of them.
After the leads are selected, click on Send to contacts, where you can do the following:
Select a list where the contact should go to, or if not, choose None.
Map the fields of your lead to match the ones that you want to see in your Contacts section. The Email field is marked with an asterisk, which is mandatory, and always has to be mapped. If the field is not mapped, an error will be returned. If a specific field cannot be found, but you want to display it, you can select Auto-Generate. If you do not want to map one field, select None.
If you want to have the option to choose the mapping yourself, you need to click on Create New in the form builder and create your new ones as shown here:
Once done, click on Finish. The lead will take a maximum of 5 minutes to be sent to your Contacts.
Contact Settings
Fields that you save in the Form Builder will appear here. You can add new fields and delete existing ones. To learn more about creating and saving different types of form fields, visit this article: https://d.pr/eLY9ZA
Column Management
The head of each column is the name of a field. Here, you can hide some of the columns to more easily view the relevant ones.
Search and Filter Contacts
You can use the Search bar to look for a certain contact, or you can click on the Filter button to choose a filter. Select one of the operators and add a value, and once done, click Apply.
Download, Delete, or Add Contacts to Lists
If you want to download all contacts, you can click on the top checkbox to select all of them, click on Actions, and then Download. The same can be done if you click on the three-dotted menu at the top of all contacts and select Download. Here you can also send to a list or delete all the contacts.
If you wish to choose certain contacts, you can check the boxes only of those contacts and then download only those, as mentioned above.
In the same view, if the checkboxes have been ticked, under the Actions button, you can also add the contacts to a specific List or delete them.
The same can be done per contact by clicking the three-dotted menu for one contact, which lets you add it to a list, edit it, or delete it.
Lists
Lists are collections of contacts that allow you to organize and target your outreach more effectively.
Access Lists
The Lists can be found under the Email button from the menu on the left, right under Contacts.
Create New Lists
To create a list, click on the Create new list button. Here you can give it a name. At the moment, only Static lists can be created, so the list type selection button will be greyed out.
Access contacts within a list
If you click on the name of one list, you will be taken to the contacts inside that list. Here you can see the details of the contacts based on their fields, and you can also filter them by clicking on the Filter button.
Select one of the operators and add a value, and once done, click on Apply.
If you want to download all contacts within that list, you can click on the top checkbox to select all leads, click on Actions, and then Download. The same can be done if you click on the three-dotted menu at the top of all contacts and select Download. Here you can also send all contacts to another list or delete all of them.
If you wish to choose certain contacts, you can check the boxes only of those contacts and then download only those, as mentioned above.
In the same view, if the checkboxes have been ticked, under the Actions button, you can also Add the contact to another list or choose to remove it.
The same thing can be done per contact by clicking the three-dotted menu for one contact, which lets you add it to a list or remove it.
Search and Filter Lists
You can use the Search bar to look for a certain list or you can click on the Filter dropdown to choose one that matches what you are looking for.
Rename, Download, and Delete
Click on the three-dotted menu to rename it, download the whole list and its contacts, or delete it.
Tags
Tags allow you to efficiently categorize and organize your Contacts by status or custom classifications. You can generate multiple tags with customized names and colors tailored to your specific workflow. Once created, these tags can be used to filter and quickly locate matching contact entries.
To manage your Tags, navigate to the "Tags" menu under the Contacts in your dashboard to create new entries. You may also generate tags directly from the Contacts list by clicking within the "Tags" column and entering the desired name in the resulting prompt; this action simultaneously creates the tag and applies it to the selected contact.
Contacts can be quickly filtered by clicking on an individual tag name to view all associated entries.
Benefits of Using Contacts and Lists:
Centralized Data Management: Store and manage all your contacts in one organized, easy-to-access location.
Comprehensive Contact Records: Capture all relevant information and interactions in a single contact record, allowing for more personalized follow-ups and engagement.
Faster Follow-Ups: Download ready-to-use lists for quicker communication with your leads.
Efficient Lead Management: Convert duplicate leads into unique contact records and add them directly to lists for enhanced organization (especially useful for existing customers).
By leveraging the Contacts and Lists feature, you can better understand and engage your leads, organize your marketing efforts, and simplify your workflow for more targeted outreach.