IV Help Guide

Contacts

Welcome to our tutorial on managing your customer contacts. Customer contacts allow you to utilize our advanced Customer Management System features, such as newsletters, to reach both new and existing clients. Whether you are reviewing email addresses your clients have given you through a contact us form, or importing a contact list from another source, this section will assist you in adding those email addresses to the system. This section will show you how manually add contacts to your system, assign them to a specific contact group or email campaign, and how to import or export your contact list. To begin click the arrow next to a topic below and our visual guide will appear. To advance to the next step simply click the next button inside the appropriate box.

Add a New Contact

Click New Contact.
The new contact window will open.
Fill out any information you can (* fields are required). One important note is that setting Contact Type to Employee will enable the new contact for use with Appointment Forms.
When you're finished, click Save.

Add Contacts to a Contact Group

For more information about Contact Groups, visit the Contact Groups page.

Check the box next to the contact(s) you would like to add to the group.
Click Add to Contact Group.
Select the group you would like to add to, then click Add to Contact Group.

Add Contacts to a Campaign

For more information about Contacts, visit the Contacts page.

From the Customer Manager menu, select Email Campaigns.
Click the campaign you want to edit.
Click Recipients.
Click Enter or Paste Recipients.
Enter an Email, First Name, and Last Name. You can click Add Recipient to add a new row. When you are done, click Next.
Check the box, then click Confirm.

Export Contacts

Click Export Contacts.
Choose the File Type you would like to use, then click Export.
Save the file to your computer and make any desired changes.

Import Contacts

Click Import Contacts.
Choose the File Type you would like to use. If you do not have a file already, you can click Download Sample File to get a 4.0 csv file.
Click Choose File, then navigate your computer to find the desired file and select it.
Click Import