Searching Contacts
You can perform a search of Contacts in an Address Book or Distribution List to retrieve a list of Contacts that meet a certain criteria. Search functionality allows you to check and modify a customer’s contact details, check a Contact’s Mailing history and their response to a Mailing, and target mailings by creating Distribution Lists.
Before you begin
To search Contacts in an Address Book, you need Contact Management rights and Read permissions for the Address book.
To search Contacts in a Distribution List, you need Distribution List Management rights and Read permissions for the Outbound E-mail Folder.
About this task
You can search for Contacts using the following search filters which you can choose to show or hide in the user interface:
- Standard filters
- General Contact Mailing information.
- Contact details filters
- Specific information about a person or organization.
- Keyword filters
- Specific Contact preferences, characteristics, or interests.
The result of a search is a list of Contacts that meet the criteria defined in the search criteria. Search functionality allows you to perform the following tasks:
- Check and modify a customer’s contact details—see Creating or updating Contacts
- Check a Contact’s Mailing history and their response to a Mailing—see Viewing Contact e-mails
- Target mailings by creating Distribution Lists—see Managing Distribution Lists
Procedure
Results
What to do next
When you have performed a search, you can do the following:
- Click Export to export the filtered Contacts in the list view
- Click Save to create a Distribution List or Segment based on the filtered Contacts in the list view.
- Click Reset to view all Contacts and restart a search.