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- Contact Lists
Contact Lists
Effortlessly manage and organize your contacts, from adding new entries and assigning tags to filtering by quality and status. Enhance your email campaigns by cleaning lists for better deliverability, creating custom fields to capture specific data, and reactivating contacts as needed for optimal engagement.
Segments Overview
Segments help you organize contacts based on specific conditions, allowing you to target the right audience with relevant campaigns. Learn how to view and manage your saved segments in DirectIQ.
By Baris Ergin
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Last updated 3 months ago
Managing Contact Details
Edit contact profiles, assign or remove contacts from lists, add or delete tags, and view segments. It also explains how to update profile information and manage contact activity to maintain an organized and effective contact database.
By Brian Childress
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Last updated 3 months ago
Managing Contact Notes
Learn how to add, edit, and delete notes for each contact directly from the Contact Details page, helping you keep track of important information and interactions with your contacts.
By Brian Childress
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Last updated 3 months ago
Managing Contact Record
Learn how to manage your contacts in DirectIQ by disabling, removing, or permanently deleting them. This guide covers how to access contact lists, handle individual contact actions, and explains the differences between disabling, removing from a list, and deleting a contact from the system.
By Brian Childress
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Last updated 3 months ago
Managing Custom Field
Learn how to edit the name, type, or visibility of a custom field, and how to delete unwanted fields from your account.
By Brian Childress
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Last updated 3 months ago
Managing Segments
Learn how to manage your saved segments in DirectIQ, including viewing and editing segment details, renaming, duplicating, and deleting segments. This guide ensures you can efficiently organize and customize your contact segments for better campaign targeting.
By Brian Childress
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Last updated 3 months ago
Managing Single Contact List
Manage your contact lists in DirectIQ with ease by renaming, viewing, exporting, and sanitizing lists. Boost your list's quality using the Boost Lists feature, and keep track of performance by engaging with actionable tools for managing contacts. You can also delete lists when no longer needed.
By Brian Childress
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Last updated 3 months ago
Managing Tags
Easily manage your tags in DirectIQ by viewing, renaming, or deleting them. Tags help you organize your contacts efficiently, and you can perform actions on each tag directly from the Tags page.
By Brian Childress
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Last updated 3 months ago
Matching Fields In The List Import
Map and organize your contact data when importing a list into DirectIQ. Learn how to match columns, create new fields, and exclude unnecessary data to ensure smooth importation. It also highlights important formatting details for date attributes in custom fields when using CSV files.
By Brian Childress
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Last updated 3 months ago
Adding A Single Contact
Learn how to manually add contacts one by one in DirectIQ. This method is ideal for adding a small number of contacts to your list, and it ensures that duplicates and invalid emails are automatically filtered out.
By Baris Ergin
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Last updated 3 months ago
Subscribed And Disabled Contacts
Understand the difference between Subscribed and Disabled contacts in DirectIQ. Learn when contacts are automatically disabled and how it affects your email delivery.
By Brian Childress
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Last updated 3 months ago
Subscription Forms Overview
Learn how to create and customize subscription forms in DirectIQ. These forms help grow your email list by capturing subscriber information directly from your website or social media.
By Brian Childress
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Last updated 3 months ago
Tags Overview
Learn how to use tags in DirectIQ to organize your contacts more effectively. Tags help you categorize and filter contacts for better targeting and campaign management.
By Brian Childress
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Last updated 3 months ago
Uploading Contact List From Files
Upload your contact lists to DirectIQ quickly and easily using Excel or CSV files. This guide walks you through each step, from selecting your file to assigning contacts to a list, so you can get started in no time.
By Brian Childress
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Last updated 3 months ago
View Contact Activity
Learn how to track and analyze contact engagement in DirectIQ. This guide shows you where to view individual contact activity, including email opens, clicks, and overall performance trends.
By Baris Ergin
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Last updated 3 months ago
What Are Suppression Lists
Learn how to create and manage Suppression Lists in DirectIQ to prevent specific contacts from receiving emails. This guide covers uploading contacts from a file or using copy-paste, renaming, and deleting suppression lists.
By Brian Childress
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Last updated 3 months ago
Work With Multiple Lists
Manage multiple contact lists efficiently by selecting and performing bulk actions such as sanitizing, combining, boosting, and deleting lists in the My Lists section of DirectIQ.
By Brian Childress
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Last updated 3 months ago
Editing a Subscription Form
DirectIQ Subscription forms are customizable and powerful tools to engage your contacts, especially through email marketing. Editing and designing a subscription form in DirectIQ is easy and can be done through three main sections: Settings, Design, and Fields.
By Brian Childress
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Last updated 3 months ago
Accepted File Formats For Uploading Contacts
Learn the requirements for uploading contact lists into DirectIQ from Excel (XLS, XLSX) and Text (CSV, TXT) files. This guide outlines the proper formatting for both file types, including how each contact should be structured and separated, as well as special instructions for date fields when using CSV files.
By Brian Childress
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Last updated 3 months ago
Adding Contacts Using Copy And Paste
Learn how to easily copy and paste contacts from Excel or text files into DirectIQ. This method allows you to quickly add multiple contacts to your list while ensuring duplicates and invalid emails are automatically filtered out.
By Brian Childress
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Last updated 3 months ago
Assigning Tag To A Contact
Learn how to assign and manage tags for your contacts in DirectIQ. Tags help you better organize your contacts and improve segmentation for targeted email campaigns.
By Brian Childress
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Last updated 3 months ago
Contact Reactivation
Learn how to reactivate a disabled contact in DirectIQ, using either the automatic or manual contact reactivation methods, ensuring compliance with email marketing regulations.
By Brian Childress
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Last updated 3 months ago
Contacts Overview
Discover how to manage and view your contacts in DirectIQ, including their status as new, subscribed, or disabled, and how to navigate the full contacts list.
By Brian Childress
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Last updated 3 months ago
Creating Custom Field
Learn how to create custom fields for your contacts in DirectIQ, including choosing field names, types, privacy settings, and date formats.
By Brian Childress
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Last updated 3 months ago
Creating Segment
Create a segment in DirectIQ by setting conditions to filter contacts. Add multiple conditions, choose whether all or some need to be met, and save the segment after previewing the contacts it includes.
By Brian Childress
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Last updated 3 months ago
Creating Tags
Create a tag in DirectIQ by navigating to the Tags section, entering a tag name in the dialog box, and saving it. The new tag will then appear in your tag list for easy contact organization.
By Brian Childress
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Last updated 3 months ago
Deleting a Subscription Form
Delete a subscription form in DirectIQ by going to the Subscription Forms section, clicking the trash icon, and confirming the deletion. Once deleted, the form will be permanently removed from your account, and you won’t be able to see it on your website.
By Brian Childress
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Last updated 3 months ago
How to use Subscription Form
Efficiently capture leads and grow your email list by embedding subscription forms on your website. This guide walks you through the process of embedding a form, ensuring your audience can easily subscribe and join your list.
By Brian Childress
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Last updated 3 months ago
Fields Overview
Custom fields in DirectIQ help personalize and target campaigns by storing extra contact information beyond name and email. You can view and manage all default and custom fields from the My Fields page, including their type, usage, and shortcode for dynamic email content.
By Baris Ergin
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Last updated 3 months ago
Filtering Contact Lists
In DirectIQ, you can filter your contact lists by name, quality, and last modified date to quickly find the lists you need. Use the filter icon on the My Lists page to open filter options and reset them with a single click.
By Brian Childress
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Last updated 3 months ago
Filtering Contacts
Filter contacts in DirectIQ by quality, status, tags, date added, or any contact field. Use the filter icon on the All Contacts page to apply or reset filters and quickly find specific contacts.
By Baris Ergin
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Last updated 3 months ago
Getting Started with Automations
Automate email sending in DirectIQ by setting specific delivery rules to match your schedule. Easily manage campaigns with a user-friendly interface designed to support one-person operations.
By Brian Childress
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Last updated 3 months ago
How to connect your shopify store
Easily connect your Shopify store with DirectIQ to automate email marketing and boost customer engagement. Install the app from the Shopify App Store and link your store to start syncing customers instantly.
By Brian Childress
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Last updated 3 months ago
How to use flows to send automated emails
Create automated email workflows in DirectIQ using triggers, actions, and logic. Start from scratch or use pre-built flows for common scenarios like welcome emails, order confirmations, and abandoned carts. Customize with delays, email actions, and If/Else conditions based on customer behavior.
By Brian Childress
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Last updated 3 months ago
Import Contact Lists From Other Service
Import contacts from third-party services like Constant Contact into DirectIQ. Just connect your service account and sync your contacts directly, duplicates and invalid emails are automatically filtered out.
By Brian Childress
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Last updated 3 months ago
List Cleaning
Keep your email list clean and improve deliverability with DirectIQ’s List Cleaning feature. Easily access it from the contact lists or Cleaning Service page, select the list you want to clean, and complete the process with a quick payment.
By Brian Childress
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Last updated 3 months ago