Contact Management

At its core you have a list of contacts with tracked activity be it purchases or marketing interactions. Learn how to manage the CRM portion of ONTRAPORT here. This section covers segmentation, importing contacts, manually editing information, and how you can get a holistic view of your contacts when you need it.

Contact Management Overview

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Importing Contacts

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Best Practices for Preparing a CSV File for Import

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Contact Management Segmentation (Groups)

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Contact Tags

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Add Custom Fields & Sections

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Card View for Contacts and Custom Objects

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Card View - Using the Color Field

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Converting to Card View

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Card View Quick Reference

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Card View Permissions

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Formatting Merge Fields

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Merge Duplicate Contacts

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Managing Contact Transactions

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Managing Contact Credit Cards

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Math Equations in Numeric and Price Fields

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Automation Log

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Naming Conventions

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Contact Managment FAQ's

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Importing Contacts and Import Failures - Cleaning Up Your CSV File

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Importing Contacts: Split and Combine Fields

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Importing Contacts: Formatting Dates for Import

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Importing Contacts: Formatting State and Country Fields

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Importing Contacts: Capitalizing Proper Names

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Importing Contacts Using EU Format CSV

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Exporting Contacts

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