Contact Management
Manage your contacts
- Managing your Contacts
- Create and manage contact tags
- How to Bulk Edit and Find Duplicate Contacts
- Customer Segments
- How to Set Up Your Contact Journey
- Merge two contacts together
- Manage your client's saved card on file
- Create Custom Forms
- Collect Additional Customer Information with Custom Data Fields
- Import your Contacts
- Download your Contacts
- Control Guest Registration Settings
- TIP: Use Contact Segments & Automations to monitor Referrals for an Affiliate Program
- TIP: Create lists with tags to streamline your workflow