Manage Your Contacts And Lists

Contact Management

At Zoho Campaigns, you can import contacts from various sources such as excel sheets, CSV files and  Google spreadsheets and then manage contacts by maintain them under one list or associating the contacts to other lists too. You can view the contact history to check the number of sent campaigns for a specific contact and the history of that contact pertaining to different lists.

Add Contacts

You can add contacts and associate to a mailing list, manually. Apart from basic details, you can also store additional information.

To add contacts, follow the steps below,

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Add Contact option (present on the right hand side).

  3. Enter the basic details required in the given box.

  4. You can also add Custom Fields, More Details and Account Information by clicking related links.


  5. Associate the contact to a mailing list by selecting the lists.

  6. Click the Save button to confirm.

Note

  • Contact Email is a mandatory field.
  • Association of contacts to a mailing list is mandatory.

Add Multiple Contacts

This is a quick option where you can add to the maximum of 20 contact emails and associate to a list.

To add multiple contacts, follow the steps below,

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Add Multiple Contacts option (present on the right hand side).

  3. Enter multiple email addresses in the box given. Press Enter key to separate the email addresses from each other.

  4. Associate the contact(s) to a mailing list by selecting the lists.

  5. You can also create a new mailing list by clicking the link Add Mailing List and associate the contacts to new mailing list.
  6. Click the Save button to confirm.

Note

  • You can add contacts to the maximum of 20 email addresses.
  • If you want to import high volume of subscribers i.e. more than 20 contacts, we recommend you to make use of Import from File option.

Import Contacts

This feature allows you to import contacts from spreadsheets such as .csv, .xls, .xlsx format files.  You can import contacts with less hassle and there is no need to worry about the match of fields with the headers in the spreadsheet, we’ve the option to map the column headers to the fields.

To import contacts from a spreadsheet, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Import Contacts button (present on the right hand side).

  3. In Import Multiple Contacts page, click Choose File button to select the file you want to upload.

  4. Associate the contact file to a mailing list by selecting the list.

  5. You can also create a new mailing list by clicking the link Add Mailing List and associate the contacts to new mailing list.
  6. Click the Next button which will take you to Map your Fields page.
  7. In Map your Fields page, you can map the column headers of your file to the fields present in the mailing list.

  8. Click the Importbutton to import the contacts.

Once the import of contacts is done, you can view the import details in the import history page.

Import Contacts from Google Spreadsheets

You can import your contacts from Google spreadsheets present in your Google Docs. Import of contacts is relatively easy by integrating the Google account to Zoho Campaigns. Learn how to integrate Google account with Zoho Campaigns.

To import contacts from Google spreadsheet, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Import from Google Spreadsheets option (present on the right hand side).

  3. In Import from Google Spreadsheets page, select the file and sheet number from the drop-down menu.

  4. Also, select the mailing list; you want to associate the Google spreadsheet to import contacts.
  5. You can also create a new mailing list by clicking the “+” sign to associate the contacts to new mailing list.

  6. Click the Save & Continue button which will take you to Map your Fields page.
  7. In Map your Fields page, you can map the column headers of your file to the fields present in the mailing list.

  8. Click the Import button to import the contacts.

Once the import of contacts is done, you can view the import details in the import history page.

Note

  • When the contact volume is high, it gets saved in more than one sheet, so do not forget to import contacts from the second sheet.

Edit Contacts

You can modify the information present in a contact by editing the contact and make the necessary changes in the contact.

To edit a contact, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. Click the contact email, you’d like to edit.

  3. Now, click the Edit button present at the top left corner.

  4. In Edit Contact page, make the changes, you’d like to see.

  5. Click the Save button.

Filter contacts based on user

In Manage Contacts, you can view the list of contacts present in your org. You can also sort contacts by filtering them based on certain criteria. We’ll take a look at the different ways to view contacts based on filtering system.

  1. Go to Contacts module --> Manage Contacts.
  2. In Contact Management page, you can find the filter icon ( filter_icon ) present on right hand side of the bar.
  3. Click the Filter icon and select the user to filter the contacts.

  4. Click the Apply button to view the contacts.

Sort contacts

You can sort contacts by clicking the menu icon present in the ribbon situated beneath Manage Contacts.

  1. Go to Contacts module --> Manage Contacts.
  2. In Contact Management page, you can find the Menu icon present on right hand side of ribbon.
  3. Click the Menu icon to view the Sort option.

Now, you can sort the contacts based on contact email, first name, last name, company name, etc. in alphabetical order.

Move do-not-mail contacts to active list

Our users can now retrieve their contacts which were moved to do-not-mail registry by them.

  1. Go to Contacts module --> Manage Contacts.
  2. In Contact Management page, you can find the Menu icon ( menu_icon ) present on the right hand side of ribbon.
  3. Click the Menu icon to view the drop-down menu and then select the Do-not-mail Contacts and Moved by Me from the drop-down menu.
  4. This will list down the contacts moved to do-not-mail registry by you.
  5. Select the contact, you want to move and click the Mark as Active icon.

Export Contacts

You can export your contacts from Zoho Campaigns to your desktop in different formats such as CSV, .XLS, JSON, etc. This provides the convenience of exporting contacts in a format which is supports your system configurations. Not only this, you can categorize your export on the basis of whether it is active contacts, bounced contacts, recently added, etc. You can also select the fields to be shown such as first name, company, country, etc to be exported along with the email address.

To export contacts from Zoho Campaigns’ contact module, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Export Contacts option (present on the right hand side).

  3. In Export Contacts page, select the type of contacts to be exported (e.g. Active Contacts).

  4. Also, select the fields you want to export along with the related contact(s) and provide a file name as reference for the export of contacts.

  5. Now, export contacts by clicking the format type such as CSV, .XLS, JSON.

Once done, you can view the exported contacts under the download section of your desktop.

Delete Contacts

At times, you find duplicate contacts present in your imported contacts list. You can delete such contacts by selecting the contacts, individually.

To delete a contact, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. Select the contact email, you’d like to delete.

  3. Now, click the Delete button present at the top.

Alternately, you can delete the contact by following the steps below:

  1. Select the contact email, you’d like to delete.
  2. In Contact page, click the Delete button present at the top.
  3. This will prompt a message to confirm that you want to delete the contact.
  4. Click OK to confirm.

Import to Do-Not-Mail Registry

There are organizations who store data containing contacts in a separate file and that they don't wish to email in future. In such cases, to ensure those contacts are not disturbed, this feature will be helpful for corporations to directly import them to Do-Not-Mail Registry and keep them as a separate list while signing up for Zoho Campaigns.

To import a file directly to Do-Not-Mail Registry, follow the steps below:

  1. Go to Contacts module--> Contact Management subtab.
  2. In Contact Management page, click Import Contacts on your right hand side.

  3. This will take you to Import Multiple Contacts page; click Import to Do-Not-Mail (present on the right hand side).
  4. Click OK to confirm.
  5. In Import Multiple Contacts to Do-Not-Mail page, click Choose File button to select the file you want to upload.

  6. Click the Next button which will take you to Map your Fields page.
  7. In Map your Fields page, you can map the column headers of your file to the fields present in the mailing list.

  8. Click the Import button to import the contacts to Do-Not-Mail Registry.

The reason we ask for a confirmation is to ensure that you're not importing your contacts without knowing. The moment your contacts are imported to Do-Not-Mail, no one from your organization will be able to email these subscribers.

Import History

After importing contacts, you can view the report generated on the basis of imported contacts. Luckily, Zoho campaigns make it easy to view the entire history of imported contacts in few easy steps. Here you can view the number of newly added contacts, Duplicate Contacts, Ignored contacts, etc. and the View Details shows the detailed report of contacts related to their category.

To view Import History, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. In Contact Management page, click Import History option (present on the right hand side).

  3. You can view the Import history of contacts arranged in chronological order.

  4. To view the detailed report, click View Details. This will segregate the contacts as
    • Added Contacts
    • Duplicate contacts
    • Ignored Contacts (comprises different scenarios for ignored contacts.)

View Contact History

Using list history, you can view the past of the contact, i.e. the number of lists, the contact was associated with, and number of times subscribed and unsubscribed from a list, and by whom (site owner or subscriber) the contact was subscribed.

To view contact history, follow the steps below:

  1. Go to Contacts module --> Contact Management subtab.
  2. Click the contact email; you’d like to view the history.

  3. Now, scroll down and click List History.

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