How to Manage Contacts in AVADA?
In this article, you will be guided on how to:
1. Add contacts in different ways (manually, sync from your shop)
2. Create tags
3. Edit a contact
To create New Contact, go to App > Audiences > New Contact
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It will open a window like this to enter contact details:
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- Email: Enter the email of your contact. This is a required field.
- First Name: Enter the first name of the customer.
- Last Name: Enter the last name of the customer.
- Phone Number: Enter the customer phone number.
- Internal Note: Enter the internal note for this contact. Only viewable for admin.
- If you are using Shopify, please click on the more option next to the New Contact.
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Then choose Sync from Shopify
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Then a popup is shown to let you know how many contacts can be synced to Shopify (note that we only sync contacts that have emails/SMS information). Click "Start sync" to process syncing contacts to AVADA.
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Then depends on your contact numbers, the sync can be done right away or you need to wait for it to run.
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Go to App> Contacts > Click Manages Tags
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- You can search for a tag by entering its name
- Click Create a tag to add a new tag: enter a name and click OK to add the tag
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- Click the icon to delete the tag
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To see details of a contact, go to "**Audiences > Contacts > Click to a certain contact**"
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- Here shown some information about the contacts: Email, ID, Created time, etc.
- You can edit some fields include: First Name, Last Name, Phone Number, **Internal Note**
- Add tag for contact:
+ Click the icon as shown below to add a tag
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+ Select a tag for the contact by ticking the available tags
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+ To add a new tag, enter a name for the tag then press Create
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+ Save when adding tag click Save to save contact information
Here saved all emails that related to this contact.
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- Click to icon to send the email immediately
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- Click to iconto view the email details
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Here saved the history of contact updates.
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See how you can create a segment right on your contact list: https://help.avada.io/help/how-to-create-segments-on-contact-list/
Guide to import/export contacts to AVADA: https://help.avada.io/help/how-to-import-export-contacts-with-avada-email-marketing/
1. Add contacts in different ways (manually, sync from your shop)
2. Create tags
3. Edit a contact
1. Add contacts
1.1 Create new contact manually
To create New Contact, go to App > Audiences > New Contact
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It will open a window like this to enter contact details:
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- Email: Enter the email of your contact. This is a required field.
- First Name: Enter the first name of the customer.
- Last Name: Enter the last name of the customer.
- Phone Number: Enter the customer phone number.
- Internal Note: Enter the internal note for this contact. Only viewable for admin.
1.2 Sync contacts from your shop
- If you are using Shopify, please click on the more option next to the New Contact.
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Then choose Sync from Shopify
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Then a popup is shown to let you know how many contacts can be synced to Shopify (note that we only sync contacts that have emails/SMS information). Click "Start sync" to process syncing contacts to AVADA.
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Then depends on your contact numbers, the sync can be done right away or you need to wait for it to run.
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2. Create/manage tags
Go to App> Contacts > Click Manages Tags
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- You can search for a tag by entering its name
- Click Create a tag to add a new tag: enter a name and click OK to add the tag
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- Click the icon to delete the tag
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3. View/Edit contact details
To see details of a contact, go to "**Audiences > Contacts > Click to a certain contact**"
3.1 General
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- Here shown some information about the contacts: Email, ID, Created time, etc.
- You can edit some fields include: First Name, Last Name, Phone Number, **Internal Note**
- Add tag for contact:
+ Click the icon as shown below to add a tag
+ Select a tag for the contact by ticking the available tags
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+ To add a new tag, enter a name for the tag then press Create
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+ Save when adding tag click Save to save contact information
3.2 Sent
Here saved all emails that related to this contact.
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- Click to icon to send the email immediately
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- Click to iconto view the email details
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3.3 Activities
Here saved the history of contact updates.
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Filter a segment on your contact list
See how you can create a segment right on your contact list: https://help.avada.io/help/how-to-create-segments-on-contact-list/
Import/Export contacts
Guide to import/export contacts to AVADA: https://help.avada.io/help/how-to-import-export-contacts-with-avada-email-marketing/
Updated on: 12/08/2021
Thank you!