Table of Contents
This is the page you see after clicking “Contacts” in the left-side menu. It displays a sortable, searchable list of your contacts. Knowde will pre-populate contacts from your Knowde storefront based on a variety of Customer requests.
Most bulk contact management takes place on the Contacts Overview page. From here, you can sort and search your contacts, bulk edit your contacts, perform multi-dimensional searches on your contacts, and open up individual contact records.
Clicking a contact's name or email address will open their Contact Record.
Advanced Searching for a Contact or Contact Group
You may need to find a single contact so that you can add information to their contact record, or add/remove them from a list. You can search for a single contact by their name or email address.
To find a single contact, click into the search field that appears in the upper right-hand corner of the contact list.
You may also want to find groups of contacts that match specific conditions. For instance, you may want to see the contacts that have viewed a certain product on your site or all the contacts that live in a certain state of the U.S.
To use the Advanced Search feature, click into the search field located on the Contacts Overview page, then click "Advanced Search." Here you can select from several different conditions and combine them with AND or OR logic to create your search.
For example, you can search for contacts using any of the following conditions:
- Tags added to contacts
- Visits to pages of your website
- Clicks on specific links in your campaigns
- Contact data including custom fields you've created
- Contact location
- Where the contact was referred from
- The device they used to visit your site
- And more
Bulk Editor for Contacts
The Bulk Editor is a time-saving feature that allows you to manage groups of contacts. You are able to:
- Add to or unsubscribe from lists
- Add or remove tags
- Update fields
After you've found a group of contacts with the Advanced Search feature, you can use the Bulk Editor to perform actions on them without having to modify each contact one-by-one.
Tags can be added to your contacts as a way to organize and group them. Tags can also add information to your contact (in addition to the use of default and custom fields).
The Manage Tags feature allows you to create and edit your tags. You can merge duplicate tags and also describe a tags purpose (so that you don't forget why a tag was created or what it indicates).
Custom Contact Fields
Custom contact fields are used to store additional information about your contacts. The custom fields that make sense for your business may be different than what someone else needs, so we've made custom fields very flexible and you can create an unlimited amount of fields.
There are a variety of field types you can use to store different types of data.
The Contact Record aggregates and organizes all the information you've collected about a contact. From the Contact Record, you can edit and add information and a variety of contact management features are available to you. You can subscribe and unsubscribe from lists, and add and remove tags. From the contact record, you can also see a stream of the contact's recent activity, create tasks, and add notes.