Contact Organization helps filter, search, and maintain your customer database for effective campaign targeting.

Step 1: Search and Filter Contacts

Use the Search Function to find specific contacts quickly:

1. Click in the “Search” box
2. Type customer name or email address
3. Results filter automatically as you type
4. Click the contact name to view details

Step 2: Apply Filters

Organize contacts using filter options:

1. Filter Tag: Select specific tags to view
2. Filter Campaigns: Filter by campaign assignments
3. Combine filters for precise targeting
4. Clear filters to return to the full list

Step 3: Review Contact Details

View important contact data:

1. Contact Details: Review name, email, phone information
2. Campaign Performance: Monitor individual customer response

Step 4: Bulk Contact Actions

Manage contacts in groups:

1. Use checkboxes to select multiple contacts
2. Click the “Actions” dropdown for bulk operations
3. Apply actions to all selected contacts
4. Confirm bulk operations when prompted

Common bulk operations include:

1. Assign contacts to campaigns
2. Add tags for organization
3. Export selected contacts
4. Remove contacts from lists