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From the Contacts section click the “Select an Option” drop down

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• Related Articles

• Segments

  Segments allow you to save various searches on your database. Once a segment has been set up, you can easily load a segment and pull the relevant data. Segments are dynamic, and will include all contacts which meet the search criteria at the time you ...

• What's the difference between segments and tags?

  Segmenting your database allows you to send campaigns to only an audience that is interested in that specific subject/topic. This will lead to higher conversion rates, an increase in open rates and provide a more personalised experience for each of ...

• Managing Tags

  Tags are one of the many ways available to you to help with organising data. One or more tags can be applied to each contact record to provide additional information and an easier way for contacts to be located again by searching for that particular ...

• Searching Your Contacts

  To make searching your contacts easy, we utilise a Key/Value method of search. This allows for searching not only through the values of contact fields but, you can also search data captured through other modules of the platform including third-party ...

• Create an Email Campaign

  Email campaigns are a great way to communicate with your prospects and customers. It is a popular and cost effective method of direct marketing, which allows you to convey your message and your brand. For this reason, we recommend utilising email ...