Add, edit, and manage your contacts.
By Gareth and 1 other2 authors86 articles
Add an individual contactContacts are the people you want to send your content to.
Upload multiple contactsUpload contacts into a new or existing list using our contact importer.
Edit a contactUpdate or edit a contact's details quickly in the Single customer view.
Delete a contactDelete a contact quickly from the Single customer view.
Search for a contactPerform additional actions on specific contacts.
Export contactsExport contacts from your account one at a time or in bulk.
Add an individual contact to a programAdd a contact to a program quickly from the Single customer view.
Understand the import reportThe Import report gives a detailed breakdown of the contact data you import to Dotdigital.
About the Data WatchdogImport clean, reliable, and safe data.
Single customer viewKnow who your customers are, their interests, and what drives them.
View a contact's insight dataThe Insight data tab on the Single customer view lets you see all available records stored against a contact for an insight data collection.
Send a previously sent campaignSend previously sent email or SMS campaigns to specific contacts.
Check your contacts and segments against the Global suppression listUse the Global suppression list to revise the contact email addresses in your account by comparing your contacts or segments against it.
Use the scheduled contact importerImport and keep a large number of contacts up-to-date.
Create a contact listLists let you store and categorise various groups of contacts based on your different needs.
Add an individual contact to a listInput custom details yourself and add any additional information you need.
Copy an existing contact to a listSearch for an existing contact or contacts using their email address, mobile number, or domain name, and then copy them into a list.
Export a listBack up valuable data, share information with your colleagues, or integrate with other software and services.
Merge contact listsStreamline workflows, reduce clutter, improve list quality, and create more targeted marketing content.
Delete and empty listsMaintain an organised and clutter-free account.
Create a list based on contacts' geographical locationDeliver more targeted and relevant content to your audience.
List permissions: restrict who can send to specific contactsLimit who can send to a group of contacts such as your VIP list.
Take a random sample of contactsIdeal for A/B testing, conducting surveys, or implementing new marketing strategies.
List subscription notificationsKeep a close eye on the growth of your contact lists
Sort contact listsDisplay your lists in an order that suits you.
Segmentation overviewDivide your contacts into small targetable blocks based on set criteria.
Types of segment rulesThe different rules you can use to create a segment when using our drag and drop segments tool.
Create a segmentFind the right contacts for a campaign.
Copy, edit or rename a segmentMake changes to previously created segments.
Refresh a segmentMake sure that your segment is up-to-date and contains all the latest data and contacts.
Delete a segmentIf you no longer need a segment and want to remove it from your account.
Export a segmentDownload a list of the contacts within a segment in CSV format.
Segment foldersOrganise your segments by keeping them in relevant folders
Remove a segment and its contacts from your accountDelete contacts based on criteria you define.
Create a segment from email repliesTarget your most engaged contacts with tailored content to improve the user experience and increase conversions.
Using SMS replies to segment contactsIdentify contacts engaging with your SMS campaigns.
Create a segment based on purchase historyTarget your contacts based on their previous orders from your store.
Copy or convert a segment to a listPreserve the set of contacts a segment has generated.
List and segment analyticsAnalyse and view detailed and informative data about your contacts.
Create a segment from campaign tagsLearn to segment your contacts based on campaign tags in the Segment builder.
Understand RFM personas and create custom onesRFM personas describe a set of purchasing behaviours (Recency, Frequency, and Monetary) in order to group together similar customers.
RFM scoring and how to use itHow we determine which standard persona a customer is placed in, and how you can use RFM scores to create custom personas.
Understanding eRFM scoring and the decision windowImprove how well you understand your ecommerce customers and contacts.
RFM personas dashboardAn interactive visualisation of your customers grouped by RFM persona.
Opportunities dashboardSegment your contacts based on their eRFM score.
Persona movement reportSee how your customer base is changing over time and what your customer life cycle looks like.
Create a segment based on an RFM personaWe've adapted the RFM personas dashboard to let you easily and quickly create segments based on your customer RFM personas.
Using the eRFM block in segment builderTarget contacts based on their opportunity score.
Create customer predictionsAdd customer prediction blocks to your segments and view customer predictions for each contact using the Single customer view.
Understand email contact suppression reasonsWhat causes a suppression and what each email suppression reason means.
Suppressed contacts and domainsSuppress all email addresses with a specified domain.
Adjusting soft bounce settingsSet a threshold for the number of consecutive soft bounces allowed for a contact’s email address.
Turn off SMS hard bounce automatic suppressionStop automatically suppressing a mobile number after three hard bounces.
Email opt-in typesWhat different opt-in types mean and the difference between them.
SMS opt outsContacts can opt-out of SMS communications by replying to an SMS campaign with one of a specific set of stop words.
Edit a contact's email opt-in typeA contact's email opt-in type shows their sign up status and can prove whether you can send email marketing campaigns to them.
Suppress a contactUse suppressions to temporarily, or permanently, stop certain contacts from receiving your email or SMS communications.
Delete a suppressed contactDeleting a suppressed contact involves deleting only their associated Insight and contact data field data.
Resubscribe a contactAfter a contact unsubscribes, they might change their mind and ask you to resubscribe them, or resubscribe themselves using a signup form.
Export your suppressed contactsSuppressed contacts are those who have unsubscribed, bounced, ISP complained, or otherwise been removed from your lists.
Use verified double opt-inWe class a contact’s email opt-in status as verified double when they opt in to your email communications using our double opt-in feature.
Using verified double opt-in on existing contactsIt’s best practice in email marketing to confirm that you have consent from your contacts to send them your communications.
Segment contacts with verified double opt-inThe Email channel opt-in type contact data field contains the email opt-in type of each of your contacts.
Establish when a contact subscribedFor every contact, we store the date of their most recent subscription.
Set up a preference centreImprove communications with your contacts by giving them an easy way to manage how you contact them and what data you hold about them.
Let your contacts opt-out of campaigns for sensitive eventsLet your contacts opt-out of possibly sensitive events such as Mother’s Day and Father’s Day.
Sharing suppression lists between accountsShare suppression lists between accounts within your team.
Create a signup formGenerate HTML code that you can copy and add to a page on your website.
Use a customised unsubscribe formAllow contacts to opt-out of your communications.
Unsubscribe a contactUnsubscribe a contact so they no longer receive communications from you.
Add and remove suppressions from a listSuppress contacts from a list manually
Export suppressions from a listDownload a file of contacts suppressed from a specific list.
Unsubscribe and Preferences page languagesWe automatically translate your unsubscribe or preference page into the chosen language of your contacts.
Customise the resubscribe confirmation emailDesign a custom resubscribe confirmation email for contacts who have unsubscribed from your email communications.
Customise the double opt-in confirmation emailAdd your logo to the default system email, or set a triggered campaign as your double opt-in confirmation email.
Create, delete, and edit custom data fieldsAs well as the personal details stored against your contacts, you can create new custom data fields to capture additional information.
Edit a contact's data fieldsEdit the data you hold in a contact's personal details or custom data fields.
Set a default value for a contact data fieldFor use in personalisation when specific contact data is not stored.
Bulk update a contact data fieldUpdate specific data for all of the contacts in a segment or list.
Marketing preferences overviewOrganise your contacts based on their likes and interests.
How to use marketing preferencesYou can use marketing preferences alongside other Dotdigital features to take the targeting and personalisation of your marketing further.
Edit, import and export marketing preferencesEdit an individual contact's marketing preferences, import preference statuses in bulk, and export contact preferences.
Contact scoring overviewScore and rank your contacts against a scale that you create, based on their engagement with you and the data you hold on them.
Add contact scoring to your accountEnable the functionality to score and rank your contacts based on two key metrics.
Enable and configure Contact scoringSet up your scoring labels and rules.
Contact scoring in segments, programs and Dynamic contentThe flexibility of contact scoring means you can work with it in all sorts of creative ways.