Address Book keyboard_arrow_right Manage Contacts


Once you add your contacts, you can segment them into targeted email lists, assign them to automated email campaigns and track a specific contact's email views and responses.

Search Contacts

  • Use the search box to quickly find a contact by name or email. Matching contacts will appear automatically in the search results below as you type.
  • Click the 'Advanced Search' link to search:
    • name, email, company, category or comments
    • "date range" for birthday, anniversary, start date and added date
    • choose which fields to show in your search results and how you want the results sorted
  • After you search, you can return to the advanced search filters and further modify your search parameters.

Once you find the contact, click the icon to view, edit or delete the contact.

thumb_up Important Notes

Ignore Year/Include Year in Date Range:
'Ignore year' displays contacts where the date falls between the month range selected.

  • E.g., with Ignore Year selected, a birthday search from 5/1/2000 to 5/31/2000 would show everyone in your address book with a birthday in May, regardless of the year.
  • E.g., with Include Year selected for the search above, you would only see contacts with a birthday in May of the year 2000.

Searching a single day

Enter a date only in the 'From' field and leave the 'To' field blank. The search results will include just that specific date (all years if "ignore year" is selected)

Find all Contacts that have a Birthday, Anniversary or Start Date

Use the advanced search and select the type (ie. birthday) from the 'date range' menu and enter a date range of 1/1/any year to 12/31/any year. For birthday and anniversary, make sure the radio button for "ignore year" is set. Your results will include only contacts that have information for the type you selected.

Find all Contacts that do not have a Birthday, Anniversary or Start Date

Use the advanced search and select the field you want to 'show' (ie. birthday) and the select the 'sort' to also be that field. Do not enter any other information in the search fields. All contacts without a date will appear at the top followed by contacts that contain a date.

Searching Contacts in Email Lists and When Addressing an Email

All of the above search and sort features work the same way when working with email lists and when addressing emails.

View Contact and History

  • When you click the view icon, you will see that contact's information which includes:
    • the information you provided for the contact
    • email lists assigned to them
    • emails sent to the contact and whether the email was viewed
    • all event responses
    • all survey responses
  • To send an email to the contact, click the button for "eCard," "email" or "template"
  • Click the Invitations tab to see a consolidated list of event invitations you sent to the contact and their responses.
  • Click the Surveys tab to see a consolidated list of surveys you sent to the contact and their responses.

Edit Contact

  • Click the edit icon next to a contact
  • Edit any field as well as add/remove a contact from email lists. Email lists that an associated automated email campaign are marked with an icon Email lists that have an automated email campaign assigned are marked with this icon.
  • Adding categories and notes is especially helpful to search for contacts and manage your email lists.

Delete Contacts

  • If you click the delete icon, you will see a confirm delete screen so you can verify you want to delete that specific contact.
  • Deleted contacts cannot be restored.
  • All scheduled emails for the contact will be deleted.
  • You will no longer see a consolidated history for this contact.

thumb_up Tip: You can delete several contacts at one time from the search results screen. Check the box next to each person's name and then click the 'Delete Checked' button.

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