Paubox Marketing’s contact management tool gives you the ability to securely store contact data in a HIPAA compliant manner. Follow the steps below to add contacts to Paubox Marketing.
Table of contents
- Video tutorial: Use the Paubox Marketing Contacts & Lists tools
- Import contacts via CSV
- Add a single contact
- Set up an API to automatically add contacts
- View and edit contact details
- Create a list
- Manage an existing list
- Export contacts
Watch a tutorial on how to use the new Paubox Marketing Contacts & Lists tools
Import contacts via a CSV file
Use the Import Contacts function to quickly import a bulk list of contacts from a CSV file.
1) On the Contacts page in Paubox Marketing, click the Add Contacts button.
2) On the dropdown, choose Import Contacts.
3) Drag and drop your CSV file or click Browse Computer to open the file manager. Note, there is a 5MB file size limit on CSV uploads.
4) Map each imported column to the appropriate Smart Text Field.
- If there is no Smart Text Field by the same name, you can use the dropdown to choose a Smart Text Field or create a new field.
- You can choose not to import a column by unchecking the box next to the Column Name.
- Note that the only required field/value for contacts is an email address
5) Click Continue to Validation.
6) If there are any duplicate email addresses or other errors, you can discard all invalid contacts or resolve individual issues.
7) Click Review.
8) Review the contacts being imported and make any final edits prior to the contact import.
9) Click Import Contacts to complete the import.
You can also import contacts directly to a list. On the Lists page, click on a list that you'd like to import contacts to. Click on Add Contacts, then Import Contacts. Follow steps 3-9 above to complete the CSV upload.
Add a single contact
To add a single contact:
1) On the Contacts page in Paubox Marketing, click the Add Contacts button.
2) On the dropdown, choose Add Single Contact.
3) Fill in the contact details.
4) To add a new smart text field, click on New Smart Text Field.
5) After all the contact information has been added, click on Add Contact to confirm and add the new contact.
Set up an API to automatically add contacts
Set up an API to automatically add contacts/subscribers to Paubox Marketing. Note, you'll need developer resources to set up the API. Follow the instructions on the developer docs to set up the API.
View and edit contact details
To view details about a contact, click on a contact. In the drop-down, you’ll see:
- Engagement: Open rate and click through rate for that contact
- Total Emails: Number of delivered, soft bounced and hard bounced emails to that contact
- Lists: Which lists the contact is currently subscribed to
To edit a contact, click on the "three vertical dots" button at the end of the contact row and select Edit Contact on the dropdown. A pop-up window will appear where you can edit contact details. Use the same menu to add a contact to a list, delete a contact, or remove from a list.
Create a list
To create a new list:
1) On the Lists page, click on Create Contact List.
2) Enter a list name and click Add New List to confirm and add the list.
Note you can also create a Dynamic List:
- At the bottom, enter a unique Dynamic List Name
- Select the Contacts Field to filter by
- Select the Search Type
- Enter the Keyword Terms
- Click on Create Dynamic List
Manage an existing list
On the Lists page, on Paubox Marketing, click on a specific list to view contacts in that list and see list analytics.
There are several ways to add contacts to a list:
- When viewing a list, click Add Contacts to add brand new contacts that are not currently in your contact database to a list. Bulk import or add a single contact with this function.
- On the Contacts page, check the box next to the contacts and use the quick actions to add them to a list.
Export contacts
To export contacts from a list, click on the Export Contacts button at the top left of the page. A csv export of the contacts will be emailed to you within a few minutes.
Exporting contacts can be helpful in updating a separate database, or for list hygiene for future sending.
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