Contacts
40 articles
- Adding a contact by hand
- Adding and correcting a contact's balance
- Bounces and spam reports: why a contact stopped receiving your emails, and what to do
- Campaigns: sending a one-off email, and every option
- Changing a contact's email address
- Checklist: before you go live
- Cleaning up old or inactive contacts without deleting them
- Combining filters with And and Or, and choosing the right operator
- Contact history and activity log
- Contact identifiers: what they are, how to verify them, and how to deactivate or reset one
- Contact lists: best practices
- Creating a contact list
- Custom attributes: what they are, how to create one and where to use them
- GDPR and your contacts: what you're responsible for, and how Leat helps
- Glossary: keywords and terms to know
- How to access a contact's profile and adjust their data
- How to configure the contacts portal
- How to create a CRM segment
- How to create a form
- How to delete a contact
- How to edit the columns in the contact overview page
- How to embed a form on your website
- How to export contacts and contact lists
- How to format your CSV file for an import
- How to get your contacts to the contacts portal
- How to import a list of contacts
- How to import loyalty points and transactions
- How to use tags to personalize your emails
- Merging two contacts, and what happens to their data
- Moving to your new program from an existing one
- Rewards and vouchers for a specific group of contacts
- Saving views of your contacts, like your top savers or one tier
- Setting up forms that collect useful data: best practices
- Subscribing many contacts to marketing at once, and when you shouldn't
- Subscription types: choosing a strategy, and what the details page shows
- System emails: where to find each automatic email
- Tag syntax: writing a tag by hand and giving it a fallback
- Using a form in an email to collect contact data
- What a contact's built-in attributes mean, like Channel, Anonymous and Total points received
- What the data on your contacts is worth, and how to work it out