Creating a Contact
You can manually add a Contact to an Address Book in the context of one-on-one customer contact.
Before you begin
To create or update Contacts, you need Contact Management rights and Write permissions for the Address Book.
Procedure
- Open the Content Manager Explorer.
- Navigate to the Publication > Audience Manager node.
- Select an Address Book and click the New Contact icon in the toolbar.
The Contact window appears.
- In the General tab, fill in or modify the Mailing details:
- E-mail address—the person’s e-mail address
- E-mail type—the Contact’s preferred e-mail format:
- HTML—using HTML, you can format the text of your e-mail and include images and clickable links. However, not all of your Contacts may be able to see the HTML-format e-mail. This is the default value.
- Text—using plain text, you can be sure that the recipient of the e-mail can read the message, but you lose the ability to format your e-mail message.
- Multi-part—HTML and plain text combined in a multi-part e-mail message. The e-mail client of the recipient determines which format the recipient will see.
- Subscription status—indicates the status of a Contact's subscription:
- Opted-in—the Contact registered as a subscriber and confirmed the registration.
- Subscribed—the Contact registered as a subscriber, but did not yet confirm the registration.
- Unsubscribed—the Contact would not like to receive e-mail.
- E-mail error status—indicates whether problems have been encountered sending e-mails to the Contact:
- No problems—e-mails sent to this Contact should arrive without incident.
- Temporary problems—e-mails sent to this Contact have encountered temporary problems, for example, the Contact’s e-mail Inbox was full.
- Persistent problems—e-mails sent to this Contact have encountered permanent problems, for example the e-mail address of the Contact does not exist.
- Active—clear this check box to prevent this Contact from receiving e-mails.
- In the Details tab, fill in or modify the Contact's extended details.
Note: Mandatory extended details fields are marked with an asterisk. Extended details are configurable and implementation specific.
- In the Categories and Keywords tab, add or remove a Contact’s Keywords:
- Click Add.
- Browse to and select a Keyword.
- Click Insert.
- Repeat the procedure to add more Keywords.
- Click Close when you have finished adding Keywords.
- To remove a Keyword, select it click the Remove button.
Note: The list of Keywords displayed does not reflect Keyword hierarchy (the Keywords are displayed in a flat list). You can use multiple Keywords, from several Categories and in different Publications. A Contact can also have multiple Keywords from the same Category, for example, if a Contact is both a Business Contact and a Consumer Contact, both Keywords apply.Note: If a Category and Keyword in the list are both marked ***DELETED***, the Keyword has been deleted.
- Click Save and Close.