Contacts > All Contacts
All Contacts

Your contacts are the foundation of your email marketing plan. Your ultimate goal is to send them personalized communications with content that is relevant to them.

What Is A Contact?

Contacts are unique email addresses in your account. Contacts can be just an email address or they can be numerous data fields such as first name, zip code, product preference, etc. While contacts are essential to a successful email marketing campaign, don't fall into the trap of thinking more is better. Equally important to having contacts, is how you manage those contacts. After all, if you send your email to 1 million people and none of them end up buying anything, then the fact that you have 1 million contacts really doesn't mean anything. Think about it, would you prefer a list of 100 contacts that continually interact with you and make purchases, or would you rather have 1 million contacts that rarely open your emails and never buy anything? That being said, don't just throw out your list because the majority of the contacts on it don't ever interact with your messages. Rather, try figuring out ways to engage these contacts with more targeted messaging. Remember, a key part of a successful email marketing campaign is not just having contacts, but properly managing those contacts with tools like segments and fields, so that you can realize the greatest ROI (return on investment) from your campaign.

Viewing All Contacts And Understanding Contact Statuses

There are several different versions of the All Contacts page. Depending on whether you are viewing all contacts in your account, on a list, or on a segment, there may be some slight differences on the All Contacts page. Below is a description of the All Contacts page and the features that appear, depending on whether you are viewing all the contacts in your account, on a specific list, or on a specific segment.

Viewing All Your Contacts

If you go to Contacts->All Contacts you will be taken to the version of the All Contacts page that displays all of the contacts in your account.

Searching By Active And Inactive Contacts

You can sort the table on the All Contacts page by clicking the Active, Inactive and All tabs on the table.

What Is The Difference Between Active And Inactive Contacts

Active contacts are "live" contacts that can receive messages from you. Inactive contacts cannot receive messages from you and are given one of three statuses:

  • Bounce - The Bounce status indicates that you cannot send messages to this contact because they have received a hard bounce due to bad email address, or they have exceed the bounce limit for your account.
  • Unconfirmed - Contacts with a status of Unconfirmed have not yet agreed to receive your messages. Remember, one of our policies is that contacts must agree to receive your messages in order for you to send to them.
  • Unsubscribed - Contacts with a status of unsubscribed have either unsubscribed themselves from receiving messages from you or were unsubscribed by you.

A contact can be given one of the three inactive status types for any of the following reasons:

  • They unsubscribe using the unsubscribe link.
  • The contact may have bounced and was placed in the inactive list per your bounce settings.
  • If they click the 'This Is Spam' link in certain ISPs (such as Yahoo! or Hotmail).
  • You could choose to upload a group of contacts directly into the inactive list.
  • They have a status of unconfirmed (i.e. they were sent an opt-in invitation but have not yet agreed to receive your messages).

What Does The Status Column On The All Contacts Page Mean?

The Status column on the table on the All Contacts page indicates whether or not you are able to send messages to a particular contact. If you are able to send messages to a contact, then they will have a status of active. Active contacts are "live" contacts that can receive messages from you. If you cannot send messages to a contact, then they are Inactive.

Reactivating Inactive Contacts

To reactivate an inactive contact, begin by locating the contact using the search function on the All Contacts page, or by clicking the Inactive tab on the table on the All Contacts page. Once you have located the contact you wish to reactivate, click on the email address associated with that contact. On the Contact Overview page, click the Activate button to reactivate the contact. This will give the contact a status of active, however, you once again need to get permission to send mail to the contact via a subscription confirmation. There is no way to reactivate a large number of contacts at once. This is largely due to the seriousness of an unsubscribe request and the legality of re-subscribing someone who has unsubscribed.

Deleting Contacts On The All Contacts Page

The Delete button on the All Contacts page lets you delete contacts. When you delete a contact, they are no longer visible in your account and will not receive any of your emails.

Unsubscribing Contacts On The All Contacts Page

The Unsubscribe button on the All Contacts page lets you unsubscribe contacts. When you unsubscribe a contact, you give them a status of inactive. Although they remain in your account, they can no longer receive your emails.

Adding Contacts To A List From the All Contacts Page

The Add To List button on the All Contacts page lets you add a single contact or multiple contacts to an existing list or a new list.

Removing A Contact From A List On The All Contacts Page

The Remove From List button (Only available when viewing all the contacts on a particular list) lets you remove a single contact or multiple contacts from the list you are viewing.

Exporting Contact Reports From The All Contacts Page

The Export linkAlt Here lets you export a report based on either all the contacts in your account, all the contacts on the list you are viewing, or all the contacts on the segment you are viewing.

To export a report from the All Contacts page:

  1. Click Export.
  2. Choose the contact status using the pull-down menu. You can choose between All, Active, and Inactive.
  3. Choose the fields that you want to include in your contact export report.
  4. Provide an email address that will be notified when the report is ready for download. You will also be notified when the report is ready for download via an in application notification. This step is optional.
  5. Click Generate.

Creating Contacts From The All Contacts Page

The Create Contact linkCreate Contact Link lets you create a new contact in your account.

Creating An Individual Contact

To create a contact:

  1. Go to the Contacts Dashboard
  2. Click Create.
  3. Add the contacts email address to the Email Address text box.
  4. Choose what type of message they will receive (HTML or Text) using the Message Preferences radio buttons.
  5. (Optional) Click the Dynamic Preview checkbox to use this contact for dynamic preview. Dynamic Preview allows you to preview your message as if you were a contact in your account

    To view a Dynamic Preview of a message:

    1. Either by creating a new message or by editing an existing message, go to the Edit Message page.
    2. Click Show Preview. The Preview light box will appear.
    3. Choose a contact that you have enabled dynamic preview for from the Preview message as pull-down menu.
  6. Specify the source of the contact (i.e. where the contact's email address was acquired from) in the Contact Source text box.
  7. On the Lists tab, click the checkbox next to the list(s) that you want the contact to be placed on. You can also use the Select All and Deselect All links to quickly add or remove the contact from all lists.
  8. On the Fields tab, fill in the field data you wish to associate with the contact. Depending on the type of field you are viewing, you can either click the radio button, click the checkbox, choose an option from the pull-down menu, select a date from the calendar, or type in some text in the text box to add a value to that field for the contact you are viewing.
  9. Click Save.

Editing A Contact's Information

To Edit a Contact:

  1. Go to Contacts->All Contacts.
  2. Click on the email address of the contact you wish to edit.
  3. Click Edit.
  4. (Optional) On the General tab, you can edit a contacts email address and their message preference. To edit the contact's email address, type a new email address into the Email Address text box. You can use the HTML and Text radio buttons to change the contact's message preference.
  5. (Optional) The Lists tab contains all of the Lists that have been created in your account. The lists that are checked represent the lists that the contact you are viewing belongs to. To add the contact to a list that they currently do not belong to, click the checkbox next to the name of the list you want to move them to. If you want to remove a contact from a list, de-select the checkbox next to the name of the list you want to remove them from. You can also use the Select All and Deselect All links to quickly add or remove the contact from all lists.
  6. (Optional) The Fields tab lists all of the fields in your account. If the field is blank, not selected, or not checked, than that means that the contact you are viewing does not have a value associated with that field. Depending on the type of field you are viewing you can either click the radio button, click the checkbox, or type in some text in the text box to add a value to that field for contact you are viewing.
  7. Click Save.

What Is Automated Onboarding?

Based on research we have done, we have developed an automated onboarding process that let's you ease into adding and sending to new contacts, all while allowing you to easily spot problems along the way should they occur. Importing/adding new contacts is often a risky proposition and can have serious negative impacts on your deliverability, delivery rating, and sender rating. Because of this risk, we developed the automated onboarding process in such a way that assesses the legitimacy of new contacts at an ever increasing rate, provided they have no negative impact on your account. On the other hand, should they prove to negatively impact your account, we will will slow the rate at which contacts are assessed to provide more time to determine the cause of the negative effects.

As a practical example, you can think on automated onboarding as similar to the carry-on baggage scanners at airports. Provided the scanner operator doesn't spot anything potentially harmful, bags move quickly through the scanner and the line at airport security also continues to move quickly. However, if something harmful is spotted, the conveyor on the scanner stops, the rate at which bags are scanned is slowed, and the line at airport security moves at a slower rate. Automated onboarding is very similar. Provided the assessment goes well, contacts will very quickly move through the onboarding process.

How Does Automatic Onboarding Affect Adding/Importing New Contacts?

Previously, we limited the number of contacts that could be added to 25K. If you wanted to import more than 25K, you needed to manually break up your list. We realized this could be a burden, so now we allow you to import/add as many contacts as you like.

Note - Automatic onboarding applies to all new contacts added into your account, except contacts who double opt-in to receiving messages from you, and contacts added with a status of Transactional.

The steps below explain what happens once add/import new contacts into your account:

  1. When contacts get imported/added, they are given a status of onboarding.

  2. After contacts are imported/added, you can begin sending to contacts with a status of onboarding. On your first delivery, you can send to 50k contacts with a status of onboarding. After you send to these first 50k contacts, they will undergo an assessment period.
  3. Two days after a delivery in which you send to contacts with a status of onboarding, we review the onboarding contacts you have sent to and switch them to active. During this assessment period, we determine if sending to these contacts will have any negative impact on your deliverability, delivery rating, or sender rating. Depending on performance, we increase or decrease the number of onboarding contacts you can send to on the next delivery. Internally, any onboarding contacts in excess of the limit you can send to are considered to be awaiting onboarding. These contacts will automatically undergo the Automatic onboarding process when the previous assessment is complete and you schedule to send to them. This process will continue until all contacts are converted into active contacts.
    Note - You can view the number of contacts currently being assessed by going to the Contacts->Dashboard and viewing the number next to the Contacts Growth Over Past 90 Days graph.

  4. After the assessment period, we will switch their status from onboarding to active regardless of the assessment results. If the assessment proves to have no negative impact on your account, we will increase the number of onboarding contacts you can send to on the next delivery. We will continue to ramp up the number of onboarding contacts you can send to after each successful delivery until all contacts are switched to active. This increases the rate at which onboarding contacts are switched to active. If the assessment indicates that sending to these contacts will have a negative impact on your account, we will decrease the number of onboarding contact you can send to on the next delivery (i.e. we will ramp down the number of onboarding contacts you can send to). This decreases the rate at which onboarding contacts are switched to active.
    Note - Any onboarding contacts that you attempt to send to in excess of your limit will be skipped. You can view the number of contacts for a delivery by going to a delivery a report and viewing the onboarding (skipped) metric.

  5. After all contacts have been made active, the number of onboarding contacts that can be sent to ramps down over time until it returns back to the original 50k limit. We do this to essentially "reset" the Automatic onboarding system and prepare your account for the next import you perform.
  6. Automatic onboarding is a seamless process that should not disrupt your day-to-day email marketing efforts, provided the contacts you add/import have no negative impact on your account. Contacts will move from onboarding to active automatically. If you send to a mix of contacts with different statuses, only those contacts with a status of onboarding will be assessed. Automatic onboarding also places no restrictions on sending to active contacts, so you can get around to sending to contacts with a status of onboarding at your convenience.




Was this documentation helpful?

Current rating: 3.3 (3 ratings)