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 customize the fields displayed?
You can select what data fields you wish to see when you land on the All Contacts screen
- From the Navigation Toolbar to the left, choose Contacts and click on View Contacts. By default, all the contacts will be displayed.
- Click on the Customize field display button.
- Choose the data fields you wish to see on the page.
- Click Save.
Note:
- Other than the Contact Email and Mobile fields, you can remove and rearrange rest of the fields as per your requirements. For removing a field, simply click on it. And for rearranging the fields, you need to drag the field at the place where 6 dots are displayed and place it in the desired place. Once done, you can Save changes.
- You can sort the contacts in ascending or descending order of any field. For example, if you want to sort your contacts in the descending order of First Name, simply click on the First Name column in the All Contacts page.
How to view contacts by stage?
Follow the steps given below to know the concentration of contacts in each stage.
- From the Navigation Toolbar to the left, choose Contacts and click on View Contacts. By default, all the contacts will be displayed.
- Click on Contacts by Stage tab at the top. Contacts will be displayed stage wise along with their Contact Score and email address.
- You can drag a contact from one stage to another stage if you want to manually change their stage.
Searching contacts
In Zoho Marketing Automation, you can quickly search for a particular contact out of thousands to access it, view its details, and make changes to it.
To search for contact(s):
- From the Navigation Toolbar to the left, click Contacts and click View Contacts.
- In this page, at the top, you can see the search bar.
- Click inside this bar and type the search keyword. Press the enter key to start the search. The contacts will be listed based on what you searched for.
- You can search for contacts if you know their Contact Email, Phone, Mobile, First Name, or Last Name.
- For example, you have a contact whose email address is john@zylker.com and their first name is Jonny. If you type 'jonny' and initiate the search, this contact will be listed.