Using Contacts

This chapter discusses how to use the Contacts menu in the navigation bar.

Figure 36�The Contact Lists Menu

Contacts Overview

A contact is a person to whom you send email campaigns. Contacts can be added to

EmailMarketer in one of three ways.

•�You manually create a contact record and input the information yourself.

•�You import contacts from a CSV (Comma Separated Value) file. EmailMarketer Email�Marketer creates contact records for each entry.

•�A contact signs up at your website. EmailMarketer creates the contact record.

Contacts are arranged into contact lists. Each contact must belong to one contact list.

You can also arrange contacts using segments; lists of contacts in one or more contact lists that share certain criteria.

Each contact has a contact record that contains information about the person it represents.�When you create a contact list, you specify the types of information you want to hold by selecting the fields for the list. All contact records in a list have the same fields.

There are two types of field: built in and custom. You can define custom fields yourself, using the Custom fields > Create a custom field screens.

The minimum required information for a contact is:

•�Email address: required to send emails.�

•�Email format (HTML or text): required so that users with text‐only email clients are not sent HTML emails.

•�Confirmation status (confirmed or unconfirmed): required so that you can use double �opt in confirmation. When you use double‐opt‐in confirmation, users who sign up to your contact list receive an email to confirm that they want to join.

Note: Double opt in confirmation is not mandatory. However, it is strongly recommended.