How to Manage Marketing Contacts

Need help with your marketing contact list? This guide will show you exactly how to manage Marketing contacts on your website, including how to Add Contacts, Edit Contacts, Delete Contacts, and Unsubscribe Contacts. Whether you have an online store, eCommerce, appointment scheduling tool, or website with a contact form, you'll learn how to keep your contacts organized and up-to-date for effective marketing campaigns. 

In this article, we will discuss:

• Manage Marketing Contacts
• Review

Manage Marketing Contacts

When customers place an order through your eCommerce store, schedule an appointment through MySchedulr, or fill out a contact form on your website, those contacts will be saved within your Customers Dashboard. You can also quickly add individual contacts or import a list of contacts with the Contacts bulk import tool and organize them into multiple lists. These contacts are automatically tied to the email marketing platform. They can be targeted with individual marketing campaigns or any automated campaign created in Email Marketing.

To manage your marketing contacts, please select the appropriate topic from the list below based on your specific needs:

• Access the Customers Dashboard
  • Contact Details
• Add Contacts
• Edit Contacts
• Delete Contacts
• Unsubscribe Contacts

Access the Customers Dashboard

You can access the Customers Dashboard by following the steps below:

1. Log in to your account via https://www.web.com/my-account/login.
2. In your Account Manager, click Websites on the left side of the page:
   • If you have a Website plan, click on Launch Website Builder for the plan you want to manage.
   • If you have an eCommerce plan, click on Launch for the plan you want to manage.

3. Click Customers on the left navigation menu:

   

4. You will then see the following options on the left menu:
   • Dashboard - Organize and modify your contacts.
   • Contacts – View your list of contacts.
   • List – View your email lists and create custom, automated, and system lists.
   • Contact Form Inbox – See the messages customers have submitted when they fill out a contact form on your website.

Please Note: Any customer who fills out a Contact Form will automatically be added to your contact list. However, if the customer fills out a form that does not have a field type for Subject or a Text box, it will not show up in your Contact Form Inbox.

• Surveys - Create surveys for your website.
• Forms - Create contact forms for your website.

Please Note:

• The contact list will populate automatically with the information from your eCommerce store orders and appointment requests.
• Your Site Editor is integrated with your Contacts and Contact Form Inbox, allowing you to automatically capture and save site visitors' contact form information and easily access it when needed for future contacts, email campaigns, or sales tracking.

Contact Details

If you choose any of your contacts, you can view and update information about the selected contact, from details to labels, orders, and activity.

The various components of contact information are outlined below:

• First and Last Name
• Email address

Please Note: Email Address acts as the key information to link future contacts to the system, so it cannot be modified or edited. The contact can be manually added or resubmitted if there is a spelling error.

• Phone number
• Birthday
• Company
• Job title
• Contact Status – This option allows you to organize your contacts by type. New Leads are prospective customers, and Hot Leads are contacts that have been nurtured and are interested in purchasing your service or product.
• Contact Tags – Adding tags to contacts will help you keep track of tasks and identify what needs to be done for your customers.
• Email Status - This is used to keep track of whom you have permission to send email marketing. Users can unsubscribe from your mailing list or website or contact you directly.
• Address

Add Contacts

Below are steps to upload a contact list (and accepted file formats) or manually add contacts.

• Add a Single Contact
• Import a List of Contacts from a Spreadsheet
• Automatically Collect Contact from Your Website

Add a Single Contact

1. Click Customers on the left navigation menu, then select Contacts:

   

2. On the upper right-hand corner of the page, click the Add a contact button:

   

   3. Enter any suitable information, starting with the email address:

Please Note: The Email Status defaults to "I have permission to send email" assuming that you have obtained express permission to send emails.

Optional: Choose any labels you want like to apply to these contacts, if applicable. Visit the following articles for further details on creating a list: 

• Custom Contact Lists
• Automated Contact Lists
• System Contact Lists

4. Click Save to add the contact to your account.

Import a List of Contacts from a Spreadsheet

1. Click Customers on the left navigation menu, then select Contacts:

   

2. Click the Import contacts button on the upper-right portion of the page.

3. Click on Continue when the Import your contacts pop-up window appear:

   

   4. Click the Upload contacts button in the pop-up window, choose a .csv or .tsv file from your computer, and select Continue:

   

5. Match the columns to the correct data label (i.e., First Name, Last Name, Email Address):

6. Click Continue.

7. Optional: You can immediately assign all imported contacts to a list. This makes it easy to find them later. You skip this by clicking Continue:

   

   8. You will receive a successful message that all your contacts have been imported. Click Close to redirect to your contacts.

Please Note: You will see the number of contacts not imported from the set if there are any issues with the contacts added.

Automatically Collect Contact from Your Website

You can collect contacts automatically whenever your customer or user purchases from your store without extra work or subscribe section to your website. Moreover, when a customer fills out a contact form on your website, the information will automatically be stored in your Contact Form Inbox. Check out the Contact Form Emails for more information.

Edit Contacts

Below are the steps to edit existing contacts and modify the information.

1. Click Customers on the left navigation menu, then select Contacts:

2. Click on the three dots ⋮ menu on the contact you want to update, then click Edit button:

3. Fill in all the additional information for the selected contact, then click Save:

Please Note: Email Address acts as the key information to link future contacts to the system, so it cannot be modified or edited. The contact can be manually added or resubmitted if there is a spelling error.

Optional: You can also add a contact to a List to add distinction. If you are interested to know more, check out the following articles: 

• Custom Contact Lists
• Automated Contact Lists
• System Contact Lists

4. A confirmation will appear on the lower left side of the page that the changes have been made.

Delete Contacts

Below are the steps to delete existing contacts.

1. Click Customers on the left navigation menu, then select Contacts:

   

   2. Click on the three dots ⋮ menu on the contact you want remove, then select Delete:

3. A pop-up will appear. Click Delete Contact to remove the selected contact:

4. The contact will be deleted, and you will be redirected to the Contacts page.

Unsubscribe Contacts

Below are the steps to unsubscribe contacts:

1. Click Customers on the left navigation menu, then select Contacts:

   

2. Click on the three dots ⋮ menu on the contact you want to update, then click Edit.

   • Alternatively, you can click on a contact in your Dashboard, which will take you to the Edit Contact page:

     

3. Scroll down and click the Email Status drop-down box. Then, select Unsubscribed:

   

Please Note: Once you have updated the customer's Email Status to Unsubscribed, you cannot change their status to Subscribed unless they subscribe again.

Review

Effectively managing your marketing contacts is essential for building strong customer relationships and driving sales. By leveraging the Customers Dashboard in your Online Store, eCommerce, Scheduling, and Website + Marketing, you can effortlessly add, edit, delete, and unsubscribe contacts, ensuring your email marketing campaigns reach the right audience. Remember, permission-based marketing is key, so always obtain consent before adding contacts to your email list.

This article provided a comprehensive overview of managing marketing contacts within your platform. We encourage you to explore the additional resources mentioned throughout this guide to delve deeper into creating custom contact lists, leveraging automated lists, and understanding system lists. By effectively managing your marketing contacts, you can personalize your marketing efforts and achieve greater success.