The All Contacts section allows you to view detailed information about all contacts in the system. You can add, configure contacts and view contacts statistics.

To open the All Contacts list, go to the List Management > All Contacts section.

This section contains five tabs:

All Contacts tab

The “All Contacts” tab contains information about all Contacts in the system.

The blocks below contain the following information:

  • Contact ID: The unique identification number of the Contact in the list.

  • Email: The email address of the Contact.

  • Email Status: The status of the email (Active, Inactive, Bounced, Suppressed).

  • Phone: The phone number of the Contact.

  • Phone Status: The status of the phone number (Active, Inactive, Bounced, Suppressed).

  • First Name: First name of the Contact.

  • Last Name: Last name of the Contact.

  • Created At: The date when the Contact was created.

  • E Validation Status: The Validation status of the Contact (Not Checked Yet, Verified, Undeliverable, Catch All, Role Or Distribution Group, Malformed, SpamTrap, Complainer, Bot, Seed Account, Unknown, Unauthorized, Disposable Email, Error).

  • E Last Validated: The date of the last Contact validation.

  • Import Method: The Contact import method (Manual, CSV File, API).

Note: You can add or delete the columns in the list. This option also helps you to check all available fields. Click the “Select” button to view the available fields.

You can narrow down the search results by using the following filters:

  • Contact Type: Select the Contact type (Email, Phone).

  • Email: Enter the email address of the Contact.

  • Email Domain: Select the email domain from the existing one (gmail.com, hotmail.com, etc.).

  • Phone: Enter the phone number of the Contact.

  • First Name: Enter the first name of the Contact.

  • Last Name: Enter the last name of the Contact.

  • State: Enter the name of the state.

  • Zip: Enter the zip code.

  • Validation Status: Select the validation status (Not Checked Yet, Verified, Undeliverable, Catch All, Role Or Distribution Group, Malformed, SpamTrap, Complainer, Bot, Seed Account, Unknown, Unauthorized, Disposable Email, Error).

  • Status: Select the email status (Deleted, Active, Inactive, Bounced, Suppressed).

  • Created At: Select the date range when the Contact was created.

  • Last Validated: Select the date range when the Campaign was last validated.

  • Import Method: Select the import method (Manual, CSV File, API).

To add new contacts, click the “Add New” button. Select the “Add New Contact” option and fill in the following fields in the “Add New Contact” pop-up window:

  • Matching Mode: Select the matching mode (Email, Phone).

  • Email: Enter the email address of the contact.

  • Phone: Enter the phone number of the contact.

  • Create New List: Select this option to create a new list for the contact.

- Contact List Name: Enter the name of the contact list.

  • Select Existing List: Select this option to add the contact to the existing list.

- Select Contact List: Select the name from the drop-down list.

  • First Name: Enter the First Name of the contact.

  • Last Name: Enter the Last Name of the contact.

Click the “Add Custom Field” button and fill in the data to add a new custom field.

Сlick the “Add” button to confirm.

Note: Custom fields will appear in the contact list. Click the “Select” button to add or delete the field from the list.

To add contacts to the system from the existing list, select the “Import From CSV” option from the drop-down list and fill in the fields in the pop-up window.

Note: Read more about Importing Your Contacts Via CSV in this Knowledge Base article.

To perform an action on multiple contacts, use the “Bulk Actions” button.

  • Bulk Delete: Select to delete multiple contacts.

  • Status Change: Select to change the status of multiple contacts.

  • Email Validation: Select to validate multiple emails.

  • + Existing Contact List: Select to add multiple contacts to the existing contact list.

  • + New Contact List: Select to create a new contact list and add multiple contacts to it.

Note: This action is applied to all contacts displayed in the list. To apply the action on certain contact or contacts list, use the filter block first.

Click the “Statistics” button in the “Actions” column to view detailed information about the contact activity in the “Contact Statistic” section.

Note: Read more about Contact Statistics in this Knowledge Base article.

Click the “Edit” button in the “Actions” column to change the existing contact settings and fill in the following fields in the “Edit” pop-up window:

  • Matching mode: Select the matching mode (Email, Phone).

  • Email: Enter the email address of the contact.

  • Phone: Enter the phone address of the contact.

  • Reset Email Automation Counters: Click the checkbox to set/reset email automation counters.

  • First Name: Enter the First Name of the contact.

  • Last Name: Enter the Last Name of the contact.

  • Contact Lists: Select the contact list from the existing one.

Note: Read more about the Contact List in this Knowledge Base article.

Click the “Add Custom Field” button and fill in the data to add a new custom field. Сlick the “Add” button to confirm.

You can change the “Matching mode(Email, Phone) and modify the data fields in the “Add New Contact” pop-up window. Click the checkbox “Reset Email Automation Counters” to reset email automation counters.

Click the “Add Custom Field” button and fill in the data to add extra custom fields.

Click the “Save” button to confirm.

Click the “Delete” button in the “Actions” column to delete the contact.

Click the “Delete” button to confirm.

Bulk Actions History tab

In the “Bulk Actions History” tab, you can view the bulk actions log.

The Bulk Actions History list contains the following information:

  • Task ID: The unique identification number of the task in the list.

  • Started At: The date and time when validation was started.

  • Action Name: The name of the action (Bulk Delete, Status Change, Email Validation, Existing Contact List, New Contact List).

  • User: The name of the user.

  • Status Type: The type of the status (Email, Phone).

  • New Status: The status of the task after completion (Active, Inactive).

  • List Name: The name of the list the contact was assigned to. The List name appears only when Bulk Actions “+ Existing Contact List” or “+ New Contact List” were performed.

  • Estimated Total: The number of contacts in the task.

  • Action Status: The status of the task (Pending, In Progress, Done, Failed).

You can narrow down the search results by using the following filters:

  • Action Name: Select the name of the action (Bulk Delete, Status Change, Email Validation, Existing Contact List, New Contact List).

  • Action Status: Select the status of the task (Pending, In Progress, Done, Failed).

Emails Validation History tab

The “Emails Validation History” tab contains the email validation log. Here, you can check the email validation quality metrics, the total number of emails in the file, and the number of verified emails.

The “Emails Validation History” report contains the following information:

  • Task ID: The unique identification number of the task.

  • File: The file name.

  • Started At: The date and time when validation was started.

  • Finished At: The date and time when validation was finished.

  • Quantity / Verified: The number of the quantity emails / Number of the verified emails.

  • Quality Score: The ratio of verified to quantity emails.

  • Status: The status of the email validation process.

You can narrow down the search results by using the following filter:

  • Task ID: Enter the unique identification number of the task.

Click the “+” sign button in the “File” column to open the drop-down list with detailed information about the validation record.

To download the report, click the “Download Report” button in the report column.

Contact Imports History tab

In the “Contact Imports History” tab, you can view the contact import log information.

The main block contains the following information:

  • File Name: The file name used for the contacts import.

  • Status: The import status of the file (Pending, In Progress, Done, Failed).

  • Type: Unknown, Contacts List, Suppression List, SMS Suppression List.

  • List Name: The name of the contact list.

  • User: The name of the list creator.

  • Total: The total number of contacts in the list.

  • Created: The number of contacts created from that list.

  • Updated: The number of contacts that have been updated after the list uploading.

  • Skipped: The number of contacts that have been left without any changes after the list was uploaded.

  • Failed: The number of invalid contacts in the list.

  • Created At: The date and time when the list was created.

  • Executed At: The date and time when the list was executed.

  • Finished At: The date and time when the list creation was finished.

You can narrow down the search results by using the following filters:

  • ListType: Select the ListType (Unknown, Contacts List, Suppression List, SMS Suppression List).

  • Status: Select the import status (Pending, In Progress, Done, Failed).

Note: Read more details about Creating Contact List Groups in this Knowledge Base article.

Fields Management tab

The “Fields Management” tab allows you to add and manage the custom fields. These fields can be used for the contact records in the “All Contacts” tab.

Click the “Edit” button in the “Actions” column to modify the custom field record. In the “Edit” pop-up window, fill in the following data fields:

  • Name: Enter the name of the field.

  • Slug: Enter the specific field name that you can use for the system placeholder and with the API fields. Note: The field cannot be edited.

  • Type: The custom field type(Integer, String, Date). Note: The field cannot be edited.

  • Example: Enter an example of a value for the field.

  • Description: Enter the description of the field.

Click the “Delete” button in the “Actions” column to delete the custom field.

Click the “Delete” button to confirm.

Click the “Create New Custom Field” button to add a new custom field.

Fill in the following fields in the “Create New Custom Field” pop-up window:

  • Name: Enter the field name.

  • Slug: Enter the specific field name you can use for the system placeholder and the API fields.

  • Type: Select the custom field type (Integer, String, Date).

  • Example: Enter the example value for the field.

  • Description: Enter the description of the field.

Click the “Add” button to confirm.

There are three ways to fill out the custom fields:

  • Manually: Click the “Add New” button in the “Actions” column, then select the “Add New Contact” option from the drop-down list.

    These fields will appear in the “Add New Contact” pop-up window.

  • Using the option to import CSV file: Click the “Add New” button in the “Actions” column and select the “Import From CSV” option from the drop-down list.

    These fields will appear in the “Import From CSV” pop-up window. The fields will be available only if the CSV File is filled correctly. You can check the CSV file’s correctness using the sample downloaded from the system by clicking the “Download Sample Files” link in the pop-up window.

  • Using API requests: You can go to the List Management > Contact Lists section, click the “API Documentation” button in the “Actions” column. Here you can check the fields for the request in the “Request Fields” section.

The custom fields can be used in the SMS and Email campaigns as the placeholders for the email or message name.

To use the custom field for the Email Campaign, go to the Email Campaigns > Campaigns section, click the “Configure” button in the “Actions” column and select the “Template Setting” tab. The custom fields can be added to the email name in the “Subject” field from the “Email Fields” drop-down lists.

Another way to add a custom field to the Email Campaign is through the Email Template Builder. Go to the Email Campaigns > Templates section, click the “Edit” button in the “Actions” column. In the “Drag & Drop Editor” section, you can add the custom field to the “Subject” and “Pre-header” fields by selecting the option from the “Email Fields” drop-down list.

To use the custom field in the SMS campaign, go to the SMS Campaigns > Templates section and click the “Edit” button in the “Actions” column. The custom fields can be added to the message in the text field from the “Contact Fields” drop-down lists.

Custom fields can also be used to create rules in the Contact list builder. Go to the List Management > Contact List Builder section, click the “Edit” button in the “Actions” column. In the Contact list editor, click the “+” button in the “Segment Definition” field and select the custom field from the “Contact Fields Filtration” list.

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