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.
- 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.
Results
Note: Updating a Contact's details may result in changes to their membership of (dynamic) Distribution Lists.