Contact Management
Understanding the Contact Profile Page
Clicking on a contact card will open a page that has detailed insights on the contact. We can divide this page into two halves. The top half of this page comprises the following details: At the extreme top-left, you can see the type of contact based ...
Contact Views
In Zoho Marketing Automation, you can filter contacts using predefined views so you're able to work on a particular set of contacts. These filters not only provide easy access to basic views but also save time creating segments for these views. ...
Subscription Type
In email marketing, it is essential to analyze and record your contacts' preferences to identify their current position in the marketing pipeline. With this information, it will be easy for you to decide the right time to send emails to your ...
Understanding the All Contacts page
The All Contacts page, which you can find when you go to Contacts -> View Contacts, gives you the data of all the contacts. You can alter the view by setting different filter criteria. You can also perform some bulk operations on contacts. How to ...
Contacts Dashboard
Contacts Dashboard provides you with a variety of reports and charts to view contact information associated with your account. You can see the contact growth over time, stats of contacts from various sources, tags assigned to your contacts, scores ...
Import Contacts
Adding each contact manually would not only be a time consuming process but also a tedious one. That is where the ability to import your contacts using a spreadsheet file will come in handy. Zoho Marketing Automation allows you to import contacts you ...
Bulk operations on contacts
Before we dive into the bulk operations, it is necessary to know that you can bulk update the contacts more than what is displayed on a single page. By default, the maximum number of records that can be displayed on a single page is 200. But there ...