Managing Contact Details

Brian Childress
Written by Brian ChildressLast updated 1 day ago

DirectIQ allows you to manage selected contact on the Contact Details page. To open this page click on the contact email or View button on the 3 dots menu on the right side of the contact.

Edit contact profile

In order to change contact details click Edit Profile on the top right corner of the page.

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A dialog box for editing contact fields will open. Update contact information and click Save Changes.

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Select lists to which the contact is assigned

You can view the lists to which the selected contact belongs, as well as manage these lists in the Lists section.

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Select manage button if you want to see all lists to which the contact belongs. You can add a contact to the list by selecting the check box on the left of the list name or remove a contact from the list by unselecting the check box.

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Manage contact tags

You can add tags to contact or delete them. To do this scroll to the Tags section on the right of the Lists section.

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To add a tag click Add Tag. The following dialog will open.

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You can select a tag from the drop-down list or add a new one. After you finish editing tags click Save.

You also can removealready added tags by clicking on the cross on the right of each tag

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Manage Segments

You can see a list of segments to which contact belongs in the Segments section located under the Tags section.

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Edit profile information

To edit contact profile information go to the Profile Information section located over the Lists section and click Edit.

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A dialog box in which you can edit the required fields will open. After editing click Save changes.

See also:
Managing Contact Record

View Contact Activity

Managing Contact Notes

Contact reactivation

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