Searching Contacts
You can perform a search of Contacts in an Address Book or Distribution List to retrieve a list of Contacts that meet 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.
- Check and modify a customer’s contact details
- Check a Contact’s Mailing history and their response to a Mailing
- Target mailings by creating 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.