Manage Contacts / Step 1: View Contact Details

To view or edit information about your contacts, click the Contact Manager tab.

Then click View Contacts in the top menu.

Manage Contacts / Step 2: Change Display Preferences

If you would like to make changes to how you view your contact list, click Display Preferences. You will be provided with several additional options for viewing your contact information. On the Display Preferences window, you may change the number of items that can be viewed per page and display the Company Type, Location, Email Address and Telephone columns. Make your selection(s) and click Save to apply your changes.

Manage Contacts / Step 3: Search Within List

If you have a large list and would like to view specific information about a contact, type the First Name, Middle Name, Last Name, Email Address or Company Name of the contact(s) in the Search text box. All contacts matching your keyword(s) will be displayed.

Manage Contacts / Step 4: Filter by Group

To view contacts in a specific group, you can filter your list by Group. If you are also an Emailer subscriber, you can filter by Contacts who have Opted-out, Opened or Clicked-through your email campaigns.

To make your selection, choose one of your groups or Emailer options in the Filter by drop down box. Once you have selected the appropriate filter, the contact information will be displayed.

Manage Contacts / Step 5: Edit Contact Details

To view or edit individual contact information, click the name of the contact from the View Contacts page.

The View Contact window will appear. To make changes to the contact information, click Edit Contact.  The fields will open for editing.

Update the contact information accordingly. When finished, click Save to save your changes.

Manage Contacts / Step 6: Edit Notes

To view, add, or edit the notes field for your contact, click the name of the contact from the View Contacts page and click Edit Notes.

Once you have added or updated the notes for your contact, click Save to apply your changes.

Manage Contacts / Step 7: Add to a Group

Grouping contacts allows you to market to a selection of your private contacts. Any contact can be included in any number of groups. To add or remove your contact from one or more of your groups, click the name of the contact from the View Contacts page and click the Groups tab. To add a contact to a group, click Add Contact to a Group.

If you would like to create a new group, select Add to a new group, provide a name for the new group, then click Save to create your group. To add your contact to an existing group, select the option Add to existing groups, choose the group(s) you would like to add the contact to from the drop down box, then click Save.

Manage Contacts / Step 8: Remove from a Group

To remove your contact from one or more groups, click the name of the contact from the View Contacts page. Click the Groups tab and choose the group you would like to remove the contact from. Click Remove from Selected Groups. Click Yes to remove the contact from the selected group(s).

Manage Contacts / Step 9: View Emailer Responses

If you subscribe to ADBASE Emailer and have sent email campaigns to your contacts, you can view email response data for your private contacts. To view this information, click the name of the contact from the View Contacts page and click the Email Responses tab. You may then view a summary of the contact's responses for each of your email campaigns. If there are no responses available for the contact, click Compose a New Email to create a new email campaign.

Manage Contacts / Step 10: Delete Contacts

Click View Contacts in the top menu. A list of your contacts will appear.

If you would like to delete a single contact, click Delete under the Action column to the right of the contact you wish to remove. If you would like to delete multiple contacts, place a check box to the left of the contact(s), then from the drop down box below the contact(s) select Delete Contacts. Click Yes to confirm that you want to delete the contacts. Note: Deleting a contact will delete the contact from Contact Manager and all of your groups.