• Contact Management

Contact Management

Contact Management, located under the Site Management menu, is the sub-menu in which you are able to manage the Groups as well as the Contacts in each Group, which have both been generated by SignUp Forms.

View / Edit Contact Data

To view or edit the contact information of a group, click Site Management > Contact Management > View/Edit Contact Data. This will bring up a list of all of your groups in the database.

You can delete an entire group by clicking the Trash Can / Delete button, or you can View the Contacts in that group by clicking the Magnifying Glass button. This will bring up a new page with the Contacts of that group in a list. At the top of the page (shown below) will be displayed the name of the Group you chose. Below that displays the number of contacts showing of the total amount (1). Results per Page allows you to change the amount of Contacts that display at a time (2). Each Contact in the list will have it's own Delete button and Magnifying Glass button (3). The Delete button will obviously delete that Contact from the group. The Magnifying glass will allow you to View and/or Edit that person's Contact information. Lastly, clicking Add (4) will allow you to add a new person to the group without having to go to the SignUp Form.


Import Contacts

To add multiple email addresses to a group at once, go to Site Management > Contact Management > Import Contacts. At the top of the page, select the group that you want to import the emails into (1). You can also choose [New Group] which allows you to name a new group and import the contacts to that group. Then copy and paste the email adresses into the box provided (2) and make sure that they are separated by a comma or hard return (line break).

Export Contact Data

The last option under Site Management > Contact Management is Export Contact Data. This feature allows you to save the contact data of a specific group as a spreadsheet. Clicking Export Contact Data will pull up a list of groups in the database. Simply click on the group that you want to export and click the Export button. This will give you the option to Open or Save the spreadsheet file. If you choose Save, it will allow you to chose where on your hard drive to save the file.

How do I add an administrator for a specific page?

You can give administrator access to specific pages and contact groups. This will give them the ability to only edit the pages and contact groups that you specify.

Before you can give Per Page Administrator access, you must have the Advanced Security feature, which is located under "Site Management." if you do not have this feature, please contact Technical Support at 888-320-5278 x 261 or support@artistrymarketing.com.

Once Advanced Security is enabled, follow these steps to add a Per Page Administrator:
1. Click on "Site Management."
2. Click on "Contact Management."
3. Click on "View/Edit Administrators."
4. Click on "add a new administrator."
5. Select "Per Page Administrator."
6. Enter the "Member Information."
    Note: The Username and Password are required.
7. Click on "add user."
8. Click the "Lock" beside the UserName.
9. Select the "Site Pages" you want to give them access to.
10. Select the left arrow "<<" to add it to their Access List.
11. Select the "Contact Groups" you want to give them access to.
12. Select the left arrow "<<" to add it to their Access List.
13. Click on "apply."
14. Click on "close this window."
 

Have more questions?

As always, if you still have more questions about Contact Management, feel free to use our Support Request Form, call us at 1-888-320-5278 x.261, or email us at support@artistrymarketing.com.