Updating a Contact
You can edit an existing Contact for example if you want to correct a mistake you find in an individual Contact’s information or simply update the details.
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 the Contact in an Address Book or Distribution List and choose Open from the context menu,.
The Contact window appears.Note: Use the Contact search functionality in an Address Book or Distribution List to locate a Contact.
- On the General tab, fill in or modify the Mailing details:
- E-mail address—the person’s email address
- E-mail type—the Contact’s preferred email format:
- HTML—using HTML, you can format the text of your email and include images and clickable links. However, not all of your Contacts may be able to see the HTML-format email. This is the default value.
- Text—using plain text, you can be sure that the recipient of the email can read the message, but you lose the ability to format your email message.
- Multi-part—HTML and plain text combined in a multi-part email message. The email 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 email.
- E-mail error status—indicates whether problems have been encountered sending emails to the Contact:
- No problems—emails sent to this Contact should arrive without incident.
- Temporary problems—emails sent to this Contact have encountered temporary problems, for example, the Contact’s email Inbox was full.
- Persistent problems—emails sent to this Contact have encountered permanent problems, for example the email address of the Contact does not exist.
- Active—clear this check box to prevent this Contact from receiving emails.
- On the Details tab, fill in or modify the Contact's details.
Note: An asterisk (*) indicates a required field. Available Contact details may vary depending on your organization's specific implementation.
- On the Categories and Keywords tab, add or modify the Contact’s Keywords:
- Click Add.
- Browse to and select a Keyword.
- Click Insert.
- Repeat the procedure to add more Keywords.
Note: You can add multiple Keywords, including from different Categories and Publications.
- (Optional) If you are specifying multiple Keywords as criteria and you want the Segment to include only those Contacts that match all the defined Keywords, select the Limit results checkbox at the bottom of the page. Otherwise, the Segment will include Contacts that match any one of the Keywords, but not necessarily all of them.
- You have two Keywords to categorize Contacts based on the contact type, either Business Contact and Consumer Contact. In this case, you probably would not want to use the Limit results option because the desired behavior is to include Contacts tagged with either the "Business Contact" or "Consumer Contact" Keyword.
- You have added one Keyword to select Contacts based on their being tagged as a "Business Contact" and added a second Keyword select Contacts that are tagged as "European Contact" — in this case, you select Limit results so that the Segment will require a match on both Keywords.
- To remove a Keyword, select it click the Remove button.
- Click Close when you have finished adding Keywords.
- Click Save and Close.
Results
Note: Updating a Contact's details may result in changes to their membership of (dynamic) Distribution Lists.