To create a new contact:
- Select a list
- Click + in the toolbar
- Choose New Contact. A new contact is added to the list.
- Enter the email address (required) and any other optional properties (name, custom fields, etc.)
Properties of a Contact
Use the inspector to view and edit the properties of a contact, including:
- Email Address: Required
- Unsubscribed: If checked, this contact will be skipped when sending campaigns. You can check this box manually, but most often it will be checked for you automatically when someone unsubscribes.
- Hard Bounced: If checked, this contact will be skipped when sending. You can check this box manually, but most often it will be checked for you automatically when email to this contact bounces back.
- Excluded: If checked, this contact will be skipped when sending. You can check it manually.
- First Name, Last Name, Company Name: Optional
- Custom 1…30: Optional. If you need more custom fields click Show Inspector Options.
- Groups: The groups that this contact is a member of. To add to a new group, click +. To remove from a group, select the group and press delete on your keyboard.
- Notes: These are for your own use
Custom Fields
A contact's custom fields can be used to save any kind of data (customer ID numbers, zip codes, etc.). Custom fields can be used to:
- Personalize email campaigns
- Organize or segment your list
The value of a custom field can be text or a multi-value. A multi-value is just a list of tags or labels. For example:
- You might use a multi-value custom field to save a list of topics that a contact is interested in
- You might use a multi-value custom field to save a contact's preference as to how often they want to be emailed (weekly, monthly, quarterly, etc.)
You can search for contacts or create smart group rules based on what tags/labels are present in a multi-value custom field.
There are several ways to input or edit a multi-value custom field:
- Click to place the cursor in a custom field in the inspector and choose Edit > Insert Multi-Value from the menu bar
- Select one or more contacts and choose Edit > Edit Multi-Value from the menu bar
- Multiple-choice form fields are imported into Direct Mail as multi-values
- When importing contacts from a spreadsheet, you can import cells as multi-values