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Unit 20- Contacts Manager

Contacts Manager

Contact manager feature is available for enterprise account.

Work FLow


1. Search : User can search the database using the user Name, Email, Company details.

2. Manage Event Users : This section is used for managing contact users
   Here you can
   a. Import Excel
   b. Export filterd contacts CSV
   c. Creating new list
   d. Sending campaigns
   e. Adding users to existing list
   f. Registering users to the event

3. Filter : In filter section you can filter the users based on the
   1.Information : In this there are two subsections
     a. System Attributes : You can filter by basic information like Name, Email, Company and more
     b. Custom Attributes : This is the customer defined attributes
   2.Events : Filter users by the Events which they have attended
   3.Campaings : Filter users by the campaign sent out to them
   4.Email Sent : Filter based on the Email sent date
   5.Tracker : Filter based on the status of email campaign

4. Database : Here you can see all the information of the contacts.


In contacts section, user can add all the user information in this section by importing excel file.

Click on Import XLS and import the excel file which has all the users details. Here we can add the user details even though they have not registered to any of the event previously.

Click on Export filtered contact CSV and export the CSV file which has all the users details.

Once all the data is entered, we can create a new list of selected users or all the users.


Filter

Filter can be made by following criterias:

1.Information

System attributes and custom attributes
Under System attributes there are fields like
Name
Email
Mobile
Status
Company
Designation
City

2. Events - Here all the events will be listed and user can select from which events they need to filter the users.

3.Campaigns - Here it will list out all the emails campaign template created on selected campaign that it will list out all the users to whom we have sent or whom we haven't sent that particular campaign email

4. Email sent - Here we can filter users by email sent date. By selected start date and end date it will display all the users to whom we have sent in between those dates.

5. Tracker - Here we can filter by campaign status of email: Sent, Delivered, Not Delivered, Read, Notread, Bounced, Scheduled.

Creating new list

Here you can select all the users or select few users after filtering and click on “Create New List” option.

Now it will list out the selected users where you have option to remove users from the selected users.
Give a name to creating list in “Enter a list name” option and save.

Now a new list will be created and you can see under “Lists” tab.


Adding users to existing list

Here you can select all the users or select few users after filtering and click on “Add to Existing List” option.

Now it will list out the selected users where you have option to remove users from the selected users.
Click on select list.

Choose the list for which you need to add the users.

The list will be updated.


Register Users for event

This section is used to register users directly to the event. Here you can select all the users or select few users after filtering and click on “Register Users for event” option.

Now it will list out the selected users where you have option to remove users from the selected users.
Click on select list.


Choose the event for which you need to add the users.


Users will be added to that particular event.