Overview
Contact lists provide you a creative way of reaching out to your customers to let them know you understand their needs and have a solution that will meet their requirements.
A contact list is a group of individual contacts that represent an individual person or business with specific contact information such as name, address, city, state, and phone number. Each contact record includes specific contact information such as name, address, city, state, and phone number. A contact's information can be updated over time as you learn more about your contact. The identifiers for contacts are the email address (required) or phone number (optional).
You may have more than one contact list. Each of your contact lists will display in the Contact List view. In the Contact List view, you can do the following:
- Create a contact list.
- Search by name for contact lists.
- Filter by status for contact lists beneath the List Details: Active or Archived.
- Sort by Create Date or Name.
- Select a Contact List for a previously defined group of contacts.
- Preview a contact list with list name, the number of members, status, and creation date. Select the linked name to see the Contact List Details.
- Export a list from either your existing contacts or upload a new list. Logged-in users can access exported files directly in the My Downloads Center.
Partners and providers will be able to share lists for activity execution.
- Partners can set and control access to any contact list shared with providers.
- Campaign Marketplace Providers can use contact lists when executing OBO partners without sharing those contacts with the partners.
- The provider can use its own list when executing on behalf of a partner.
- The provider can use partner-supplied contacts to execute on behalf of a partner.
- The provider can use a combination of its and the partner's contacts to execute on behalf of a partner.
Before You Begin
- Navigate to Contacts > Contacts List to see your list.
- Read Best Practices for Building a Contact List before building your list
- Download this Excel file with headers to use as a template. If you are working with a language such as Japanese or Chinese create the file with a .CSV UTF-8 extension.
- It is important to note that if you add a contact with a phone number but no email address populated, ZiftONE will auto-create an email address at the moment of contact creation.
- Review your contact list before sending out marketing activities.
Content
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About the Contact List Details View
From the Contact List view, you can open the Contact List Details view for each contact list you have created. To open the contact list details view, follow these steps:
- Navigate to Contacts > Contact Lists.
- Select a contact list.
In the Contact List Detail view, you can do the following:
- Register a contact as a lead.
- Add Contacts to contact lists for targeted marketing communications or segmenting your audience.
- Archive the contact list.
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Review contact interaction with marketing efforts.
- Spam
- The number of emails that were identified as spam.
- Invalid
- The number of emails identified as invalid. This number includes the number of hard and soft bounces.
- Unsubscribed
- The number of contacts that unsubscribed.
- Pending
- The number of contacts that are pending response.
- Active
- The number of active contacts.
- Edit the details for the list, such as rename the list.
- Filter the list by Active, Pending, Unsubscribed, Invalid, and SPAM.
- Export the list. Logged in users can access exported files directly in the My Downloads Center.
- Sort the list by lead score, create date, and name.
- Search the list for a specific name.
- A contact’s information can be edited by selecting the name.
- Remove a contact from a list.
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