Please add a column for each contact's job description within an email list.
It would be helpful to allow us to choose which 4 fields (if we must be constrained to 4) we can see and sort on when viewing contacts. I have no use for company name and little use for source.
When uploading an excel spreadsheet with contact information and I change the column headers for referencing purposes, they should remain. Instead, the column headers in CC are default headers and perhaps those fields are not what I need when I am looking to select e-mail participants. I know that the fields populate when you open the individual record but to go through each individual record to read select information is cumbersome. It would be nice to be able to set our own column headers on the Contact Management page.
Thank you for bringing this up and I will definitely pass along your feedback to be able to see that upon list view.
For now, you should be able to see these contacts by using the Advanced Search on our Contacts page:
I would recommend setting it to "List is March 2018 Leads" then add another row and set that to "Tags is opened email 1". This should filter your results to show only contacts who have all criteria met.
I accidentally deleted my current campaign......what do I do. I just sent out 927 emails.
How do I get Name and address information from my contact list?
In Contact Management, can I customize my columns to see my additional fields instead of the standard 2 options of viewing?
Thank you for submitting this feedback! At this time this is not an option in our product, however the engineering team is working on implementing this in the future. I do not have an official time frame for this but will track this request until then.
Yes please! This should be a really easy feature to add, and would be extremely helpful.
Below are the view options when I open the Contacts tab.
Choose your view
Name, Email, Company, City/State
Name, Email, Date Added, Source
I would like to be able to choose from a drop down what data element is displayed within each of the four columns that appear when I open the contacts page.
In fact a few days ago, I was able to change the content of tow of the columns (I chose "Name, email, job title, company".
Either there is a way to choose the columns but I forgot how to do it, or the option has been removed
I think it would be extremely helpful if we can be able to view and sort by tag or the custom field we create. It's a little ineffective to create a custom field in a list and then not be able to see it at a glance and have to click into each person to see it. For example, I'll have lists with multiple tags.
Hello @DahlmaL3 ,
Thank you for reaching out! At this time there is no way to change the column under Contacts to show the Engagement History without clicking into the contact directly. I've added your post for voting and passed along to our engineers.
When you are looking at a contact list, the on-screen columns need far more information. Specifically, the contact list should show:
1. Every list the person is on
2. Every tag the person is associated with
3. Allow sorting and filtering on said lists and tags
4. Allow multi-select action on said lists and tags
Since that's not happening, does anyone have a good way to clean up a list? That is, I have people who have landed on multiple lists and have multiple tags. I want to find them (in bunches, not one at a time over 30,000 names) and I want to un-check them from various lists and tags and apply it all at once.
E.g. I have Lists A B C. I want to:
1. Open up List A
2. See everyone on List A that is also on List B or C
3. Remove them from Lists B and C
Same thing with tags.
I'd rather not have to download and upload fifty spreadsheets. This should be doable with about five clicks, but it's not. I thought the Manage Tags option was the solution, but it only works on single contacts at a time as far as I can tell, and hence it's useless. Any ideas?
I imported a list with zip codes but now I cannot figure out how to sort my list by zip code. We have 9 locations and I would like to send emails to zips within each location.
Hello @BrianS7168 ,
I agree and apologize this is not easier to accomplish. We have work being done to make things like this easier, including a new Contacts Redesign that we are currently Beta testing. When the redesign is fully launched, we will have the ability to manage Tags in bulk and it should be a bit easier to target contacts on multiple lists.
In the meantime there isn't a great workaround for finding who those contacts are without using Excel, however if the end goal is to remove List A from Lists B and C, you can go into List A > check off all the names > Manage Lists > Remove from Lists and this will give you the option to choose which lists you want to remove the selected contacts from (Lists B and C in your case). You won't know WHO it affected but you'll know that there is definitely no one in List A that are also in Lists B or C anymore.
If this does not help, you can also give a call to our Support Team and they are more than happy to help clean out lists with you or provide real time workarounds that may suit your specific needs! Hopefully when the redesign is out, this will no longer be a pain point. Thank you again for the feedback!
Hi @MaryO04. I'm so sorry that this happened to you. I see that a member of our upper level support team worked with you to restore contacts. Since they were working with you over email and to eliminate the possibility that there is any kind of miscommunication between us and the agent, I would recommend that you reply to the email they sent a few weeks ago so they can work with you further.
I submitted this as feedback. So I guess this is being treated as a one time thing. So much for submitting feedback
Hi @MaryO04. I apologize if I misunderstood your feedback. I wanted to make sure that you were assisted properly by our Support team. As Beatriz mentioned above, we are working to improve Contacts and how your contacts can be managed when they are on multiple lists. Keep an eye out for updates!
Hi @CNB408. While we are working on a new contact layout that has more customizable columns, segmenting your contacts by criteria might be the best step for you. You can easily find contacts who opened a specific email or any of your last five email and by their engagement level.
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