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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
Can I automatically filter and add contacts to a group?
Does my website form submission go to my campaign contacts?
How do I export a list of all my unsubscribes?
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)
If we manually upload contacts, will that cause issues later when syncing?
Why Link Clicks Show Up Without Email Opens
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