Manage contacts

Manage contacts

We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document.

You can import contacts from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintaining the contacts under mailing lists. You can view the contact history to check the number of sent campaigns for a specific contact and the history of that contact pertaining to different lists.

Add Contact

You can add contact and associate it to a mailing list, manually. Apart from basic details, you can also store additional information.
To add contact:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Choose Add Contacts, and then click Contact from the drop-down menu.
  3. Enter the basic details required in the given box.
  4. You can also add Custom Fields, More Details and Account Information by clicking related links. 
    add single contact
  5. Associate the contacts to a mailing list by selecting the lists.
  6. Give the source of contact.
  7. Click Add.
Note
  1. Email address is a mandatory field.
  2. Association of contacts to a mailing list is mandatory.

Add Multiple Contacts

This is a quick option where you can add a maximum of 20 contacts and associate to a list.
To add multiple contacts:
  1. From the Navigation toolbar, choose Contacts and select All Contacts -> Add.
  2. Choose Add Contacts, and then click Multiple Contacts from the drop-down menu.
  3. Enter email addresses in each box. Alternately, if you want to add only email addresses, switch to Email address only box. Press Enter key to separate the email addresses from each other.
  4. Associate contacts to a mailing list by selecting the lists.
  5. You can also create a new mailing list by clicking the link Add Mailing List to add the contacts to new mailing list.
  6. Click Add.
Note
  1. You can add contacts to the maximum of 20 email addresses.
  2. If you want to import high volume of contacts i.e. more than 20 contacts, we recommend you to make use of Import Contacts option.

Filter Contacts Based on Criteria

In All Contacts, you can view the list of contacts present in your organization. You can also sort contacts by filtering them based on certain criteria. We’ll take a look at the different ways to view contacts based on filtering system.
To filter contacts based on criteria:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. In All Contacts page, you can find the filter icon present on top-right corner of the screen.
  3. Click the Filter icon and choose how you want to filter contacts.
  4. Click Apply.

Delete contacts

To delete contacts:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Select the email address, you wish to delete.
  3. Click the Delete icon present on left corner of the screen.
    delete contacts icon
  4. This will prompt a message to confirm that you want to delete the subscriber.
  5. Click Go Ahead.
You can also delete all contacts from a specific view.
  1. In the All Contacts page, filter out and view the contacts of your choice.
  2. Click Select all contacts matching the current view.

  3. Click the Delete icon to delete the selected contacts.
If there are too many contacts to be deleted, the deletion process will take some time and you cannot delete any contact from that view until the deletion gets over.

Sort Contacts

To sort contacts:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Click on Sort icon present next to Contact Email.
    sort contacts icon
  3. Choose how you want to sort (ascending or descending) the contacts.
    sorting options

Move do-not-mail contacts to active list

You can retrieve/reactivate contacts that were moved to do-not-mail registry by you. To reactivate contacts that were moved to do-not-mail registry:
  1. From the  Navigation toolbar , choose  Contacts  and select  All Contacts .
  2. Select the drop down at the top-left and choose  Do-not-mail contacts. 
  3. In the "Filter by" drop down, choose Users to filter contacts that were moved to do-not-mail list by the users.
  4. Click  Apply.
  5. This will list down the contacts moved to do-not-mail list by different users.
  6. Select the email addresses that you wish to move back to your mailing lists.
  7. Click on  Reactivate Contacts icon present on left-corner of the screen.  
  8. Select the mailing list into which you want to move the contacts. 
  9. Click  Save.

Export Contacts

You can export contacts in any format so that it provides a backup for your database. Apart from this, if you’ve sent a campaign to a mailing list, you can easily track the active contacts.
To export the contacts:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Click More and select Export Contacts in the top-right corner of the screen.
    export contacts option
  3. In Export Contacts page, do the following:
    1. Export – Choose the type of contacts to be exported.
    2. Added by – select the users whose contacts you’d like to export.
    3. Filter by Date – Select a time to export contacts based on activity
    4. Arrange by – Opt on how you want to arrange the contacts.
    5. Select fields to be exported – Select the checkbox fields to include additional information.
    6. File Name – Give a name to the file to be exported.
    7. Click the format (CSV, TSV, XLS, JSON, etc.); you want to export the file.
  4. Click Export.

Import to Do-not-mail Registry

To import contacts to “Do-not-mail” registry:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Click More and select Import to Do-not-mail in the top-right corner of the screen.
  3. Click Go-Ahead in the Do-Not-Mail popup.
  4. Choose a .csv or an excel file by clicking and dragging the file to the specified space.
  5. Click Next.
    import to do not mail
  6. Once you've uploaded your file, it is time to map the column headers to the fields in the mailing list. If you find a field to be irrelevant, you can skip it.
  7. Check the transfer active contacts to "Do-not-mail" checkbox.
  8. Click Import.
Note
You can also add individual contacts to the Do-not-mail registry. There can be scenarios, when your contacts have personally contacted you asking to stop sending emails rather than unsubscribing. In such scenarios, you can move those specific contacts to do-not-mail registry instead of importing. You can add a maximum of 20 contacts to the do-not-mail registry. To add contacts to do-not-mail list:
  1. In the All Contacts page, check the box corresponding to the contact whom you want to move to do-not-mail registry.
  2. Click the Move to Do-not-mail icon.
  3. In the popup that follows, confirm the action.

Import History

The Import overview page contains all of your imported contacts' details. You can view a generated report on your contacts after the import is complete. Zoho Campaigns makes it easy to view the entire history of imported contacts in a single step.
To view the import history:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Click More and select Import Overview in the top-right corner.
  3. In the Import Overview page, you can view the number of newly added contacts, duplicate contacts, and ignored contacts. Just click one of the numbers to view the related contact details.
    import overview

Export contacts from Import overview

You can export specific category of contacts that you have imported. E.g. If you have imported 200 contacts out of which 100 are newly added and 100 are not added(ignored due to some reasons). You want to export only the newly added 100 contacts.

To export such contacts:
  1. From the Navigation toolbar, choose Contacts and select All Contacts.
  2. Click More and select Import Overview in the top-right corner.
  3. In the Import Overview page, you can view the number of newly added contacts, duplicate contacts, and ignored contacts. Click one of the numbers to view the related contact details.
  4. Click Export.
    export ignored contacts popup

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