Navigating through the Contacts Module

• Go to Admin > Contacts >Contact Listing

Search Contacts

• You can search for contacts by entering part of their name, email address, phone or mobile into the Name field

• Matching contacts will start to appear as you type
• Click any contact to jump directly to the contact

• Or use the Search Button to display a listing of all matching contacts
• You can use the other filters such as Company Types, Companies, suburb, state, etc, then click the Search button

Advanced Search

• You can also search using the advanced search. This will display additional
• If you have setup campaign codes or products of interest in your forms, you can see the available options listed
• In the Search Contacts section, click the "Advanced Search" link on the bottom right, just above the Search/Clear buttons

• Upon clicking on the "Advanced Search" link, you are presented with additional filters you can use for searching
• Note: These filters are in use in the existing forms and will show the results of contacts who submitted the forms that use the corresponding filter selected.
  • Referred By
  • Products of Interest
  • Subscriber Types
  • Campaign Codes
  • Certifications
  • Interested in Owning

Using Referred By

• For example, using "Referred By" as a filter:
• Select the specific Referred URL/page you want to check from the options

• After choosing the Referred by URL/page from the options, click the "Search" button on the right
• Note: Referred by options will only be available once the form has been set up on the pages and customers submitted the form
• The contacts for the selected "Referred by" should show on the grid below the search section

Using Product of Interest

• For example, using "Products of Interest" as a filter:
• Select the specific Product of Interest you want to check from the options

• After choosing the Product of Interest from the options, click the "Search" button on the right
  • Note: Product of Interest options will only be available once they have been set up on the "Product of Interest" module
• The contacts for the selected "Products of Interest" should show on the grid below the search section

Using Campaign Codes

• For example, using "Campaign Codes" as a filter:
• Select the specific Campaign Code you want to check from the options

• After choosing the Campaign Code from the options, click the "Search" button on the right
  • Note: Campaign Code options will only be available once they have been set up on the "Campaign Code" module
• The contacts for the selected "Campaign Code" should show on the grid below the search section

Export Data

• Once the search results have appeared, you can now export the data into XLS.
• Click the 'Export' or 'Export with Communications' button to export the data into XLS
• During import of contact(s) using a CSV file, you will now see that this mapping screen is grouped according to its related data: image.pngimage.pngimage.png
• The Unsubscribed column is also present: image.pngimage.png