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

  1. Open the Content Manager Explorer.
  2. In the Publication in which you want to create a Contact, select Audience Manager.
  3. Select an Address Book and from the Ribbon toolbar Create tab, select New Contact.
    The Contact window appears.
  4. 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.
  5. In the Details tab, fill in or modify the Contact's extended details.
  6. In the Categories and Keywords tab, add or remove a Contact’s Keywords:
    1. Click Add.
    2. Browse to and select a Keyword.
    3. Click Insert.
    4. Repeat the procedure to add more Keywords.
    5. Click Close when you have finished adding Keywords.
    6. To remove a Keyword, select it click the Remove button.
  7. Click Save and Close.

Results

You have created a Contact.