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    • Adding Contacts
    • Managing Contacts
      • Managing Contacts overview
      • Editing a contact
      • Sending to existing contacts
      • Unsubscribing contacts
      • Tagging contacts
      • Add Contact Notes
      • Finding Contacts
      • How to use custom metadata?
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HomeContactsManaging Contacts

Managing Contacts

Edit, tag, find and follow up with your contacts.

Articles

Managing Contacts overview

Understand contact statuses and how to view and manage your contacts.

2 min read

Editing a contact

Update a contact's name, phone number, email address and status.

1 min read

Sending to existing contacts

Send an invitation to a single existing contact using Quick Actions.

1 min read

Unsubscribing contacts

Stop follow-up emails and SMS messages to a contact, or resubscribe them.

1 min read

Tagging contacts

Add tags to one contact or to multiple contacts at once.

1 min read

Add Contact Notes

Add custom notes to a contact to keep extra details on record.

1 min read

Finding Contacts

Use filters to find contacts by status, date added, audience, segment or tag.

1 min read

How to use custom metadata?

Store extra contact details and use them in templates and segment filters.

1 min read