Contact database

This section of the Marqvia documentation covers various actions you can perform on your contacts, including managing their view, editing, and performing bulk actions.

Hide/Show Columns

The columns displayed here represent all the available contact fields with the 'Show on Contacts Grid' option enabled.

1. Click the Menu button.

2. Check or uncheck the columns you want to view or hide.

If you wish to add a new column, refer to our guide on How to Add a Contact Field.

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Edit a Contact

Click the Edit button Icon (add icon image here) to edit a particular contact. Make changes to the details, and once done, click Save.

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Bulk Update

1

First, select the contacts you want to make changes to by checking the boxes next to their names.

2

Then, click the More Options button and select Bulk Update.

A pop-up will appear with a list of all Contact Fields available under your account. If you haven't added any custom fields, the basic options will be:

• Add Tags

• Remove Tags

• Remarks

Select one of these options and make changes as required.

If you wish to add a new or edit a Contact Field, please refer to our Contact Field guide.

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Chat From Contacts

To access Chat directly from the Contacts module, click the Chat Icon button (add icon image here). It will open a chat with the associated contact.

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Remove a Contact

To delete a single contact, click the Trash Button icon associated with the contact. Then, click the Confirm button in the pop-up to finalize the deletion.

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Bulk Remove

1

First, select the contacts you want to delete.

2

Then, click the More Options button and select Remove.

3

In the Bulk Delete pop-up, click the Confirm button.

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Add to Drip Campaign

Note: You will need to set up at least one Drip Campaign first.

1

Select the contacts you want to add to the Drip Campaign.

2

Click the Menu button (add icon image here) and then click Add to Drip Campaign.

3

Select the campaign to which you want to add the contacts, and then click Save.

You've now added the contacts to a Drip Campaign. Click the link below to learn more about Drip Campaigns. Drip Campaign

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Block/Unblock a Contact(s)

1

To Block or Unblock contacts, first, select them.

2

Then, click the More Options button.

3

From the available options, select either Block or Unblock.

4

Click the Confirm button to finish the action.

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Add to List

Note: You will need to set up at least one Contact List first.

1

Select the contacts and click the More Options button.

2

Then, click Add to List.

3

From the available lists, select the ones to which you want to add the contacts.

4

Click the Submit button.