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Contact Management
Tutorials
How to Add Contacts
How to Archive Contacts
Searching and Filtering Contacts
How to Export Contacts
Adding/Removing Contacts from a Group
Managing Groups
Blocklisting Contacts
How Do I Subscribe a Contact to a Campaign?
How to Unsubscribe a Group from a Campaign
How Do I Delete a Contact Group?
How Do I View Unsubscribes?
How do I subscribe contacts in the future?
How Do I Combine Groups?
How Do I Add New Subscribers to Campaigns That Are Already Running?
How to View Unsubscribe and Global Unsubscribes
How Do I Delete All of My Contacts?
How to edit and manage individual contacts
How can I subscribe new members of a group to a running campaign?
Viewing Your Redtail, Salesforce, and Wealthbox Import History
How to Use the Lead Capture Feature
How to Use the Auto Subscribe Feature
Frequently Asked Questions
How Do I Convert a Google Sheet File to CSV?
Why Do I See Email Addresses That Look Like SPAM in My Contacts?
How Do I Convert a Mac Numbers File to CSV?
Why Are Some Contacts Names "Visitor"?
What are the Best Practices for Adding Contacts?
How Do I Convert an Excel File to CSV (Mac)?
What Do I Do Once a New Lead Requests an Appointment?
Why Doesn't the System recognize My CSV Document and Upload My Contacts?
I'm adding a contact and I'm getting a server error issue. What's going on?
Why are my emails landing in my contact's spam inbox? (Understanding Email Reputation)
Help Desk Software
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