Contacts

Contacts are like the heartbeat of your marketing and sales plan. Contacts play a central role in digital marketing by enabling audience targeting, relationship building, personalization, lead generation, retention, and data-driven optimization. Our contacts module serves as a means to systematically manage all contacts, customize every interaction with precision and build your database by tracking their every move.

Create a new contact

Step 1 -Click on contacts:

Step 2- Click on new ("It is in the upper right corner."):

Step 3- Fill the information in the core section ("First name and email id are mandatory fields"):

Step 4- Fill the information in the social section:

Step 5- Click on save and close:

Create a new contact using quick add

Business scenrario- You may have received a phone call from a prospective customer, and he would have inquired about your product. You are in the midst of something, and need to do a quick addition of this contact in Camp, so that you don't forget. Quick add of a contact helps here.

Steps for quick addition:

Step 1 -Click on contacts:

Step 2-Click on quick Add:

Step 3-Fill the information in quick add and click save (First name and email id are mandatory fields):

That’s it ! Contact is created.(This feature can be used to add your own email id and contact information to test the deliverability of the email)

Delete a contact

To delete an individual contact, follow the steps below:

1- Navigate to the contact screen.

2- Locate and select the small checkbox adjacent to the contact that you wish to delete.

3- Access the main drop-down menu and opt for the "Delete Selected" option, as illustrated in the provided image.

4- The chosen contact will be permanently removed from the system. The process is as uncomplicated as described.

Delete multiple contacts

Efficiently delete multiple contacts simultaneously in the contact section by utilizing the 'Delete Selected' option from the main dropdown menu.

• Locate and select the small checkbox next to the contacts that you wish to delete.

• Access the drop-down menu and opt for the "Delete Selected" option, as illustrated in the provided image.

The chosen contacts will be permanently removed from the system.

Change Campaigns

Utilize change campaigns to transfer contacts from one campaign to another, facilitating the seamless transition of contacts between distinct campaigns.

Check the box next to the contacts you wish to update campaign membership for. After selecting them, opt for the 'Change Campaigns' feature from the main dropdown menu.

At last click on “Save”.

Change Categories

Utilize change categories to change the category of multiple contacts at one go.

Check the box next to the contacts you wish to update catergory for. After selecting them, opt for the 'Change Categories' feature from the main dropdown menu.

At last click on “Save”.

Change Channels

The Change Channels is referred to as the Preference Centre, where contacts have the ability to define the frequency of email or text message communications they receive.

Check the box next to the contacts you wish to update channels for. After selecting them, opt for the 'Change Channels' feature from the main dropdown menu.

At last click on “Save”.

Change Owner

Utilize change owner to transfer contacts from one owner to another. This can be used when you have multiple people in your company managing contacts and the contacts need to be moved between campaign managers or sales directors.

Check the box next to the contacts you wish to update owner for. After selecting them, opt for the 'Change Owner' feature from the main dropdown menu.

At last click on “Save”.

Change Segments

Utilize change segments to add multiple contacts to segments or to remove multiple contacts from segments.

Check the box next to the contacts you wish to update segment for. After selecting them, opt for the 'Change Segments' feature from the main dropdown menu.

At last click on “Save”.

Change Stages

Utilize change stages to transfer contacts from one stage to another, facilitating the seamless transition of contacts between distinct stages.

Check the box next to the contacts you wish to update stages for. After selecting them, opt for the 'Change Stages' feature from the main dropdown menu.

At last click on “Save”.

Export

There maybe a need to export only few contacts from the contact list. In such a situation, you can select the required contacts and export only these contacts to a .csv (Comma-Separated Values) file.

Select the contacts you want to export.

Click on Export.

This will download a csv file with the contact information and the downloaded file will be in the csv format.

Bulk contact data export :

In situations where there is a requirement to export the entire contact database for the purpose of bulk data updates through Microsoft Excel, Camp offers the capability to export the data into a CSV (Comma-Separated Values) file.

• Step1 -Click on the down arrow:

• Step2 -Click on Export:

This will download the contact information in a “.csv” format.

Set Do not contact

Activate 'Do Not Contact' mode by specifying a reason for multiple contacts at one go.

Proceed by selecting contacts through the checkbox option, followed by choosing the 'Set Do not Contact' option from the main dropdown menu. Once this process is complete, these contacts will not receive any mails.

Give reason and click on save.

Import contacts

When you first start using Camp, you might already have contact information saved in other email programs, CRM systems, or Excel files. Camp makes it easy to bring in this data without having to type it in manually for each contact.

You can import your contacts through Camp's user-friendly interface from a CSV file using one of two methods(The CSV file has to be in CSV UTF-8 format) :

• Browser Import: This method is suitable when dealing with a relatively modest quantity of records, typically in the range of a few hundred. It provides a swift and straightforward process akin to web browsing.

• Background Import: For larger datasets, such as a few thousand records, this option is recommended. It operates in the background, allowing you to continue using Camp while it manages the import process.

Camp simplifies the import process, ensuring that your contacts become readily accessible for your usage in a prompt and efficient manner.

Business Scenario- We always suggest you import contacts under a segment. The direct contact database import option can be used if you haven’t yet decided which segments the contacts should come under.

Step1:

• Click on drop down arrow beside new tab.

• Click on import.

Step2 - Choose new file:

Step3 – Fill all the information: (Map the correct column in the csv file to the contact field in the drop down list)

Step 4 – Click Import in browser or Import in background: (Choose import in browser for 1000 or less contacts and Import in background for more than 1000 contacts)

Steps to import:

Step1:

• Click on drop down arrow beside new tab.

1. Navigate to the 'Contacts' section.

2. In the upper-right corner, located above the table of contacts, access the submenu labeled and select the 'Import' option.

3. Upload the CSV file containing the contacts you intend to import.

4. Modify the CSV settings if your CSV file employs a different delimiter, enclosure, or any other specific formatting.

5. Proceed to upload your CSV file.
6. The field mapping page will be displayed. In the first set of options, you can designate the owner, segment, and tags to be universally assigned to all the contacts being imported. The second set of options allows you to map the columns from your CSV file to Camp's custom contact fields. The third set of options permits the mapping of columns from your CSV file to special contact attributes, such as the date created, and other relevant attributes.
7. Once your field mapping has been configured, select one of the 'Import' buttons, as detailed above.

These steps provide a structured process for efficiently importing your contact data into Camp.

Add additional information about contacts using custom fields

(Available only with Admin Access)

If your objective is to acquire more specific information about your contacts, which can be used for personalized communication with your contacts, you can create custom fields. These customized fields enable you to collect additional data such as "Date of Birth" for sending birthday greetings or "seniority level” to facilitate what kind of emails need to be sent to this contact.

The following guidelines outline the process for creating a new custom field:

Let’s Started-----

• Go to the settings or customization section : Click on the "Settings" icon in the Camp interface (It is located in the upper right corner)

• Click on Custom Field section : Within the settings, locate and click on the "Custom Fields" option. This is where you can manage and create custom fields to enhance your contact information.

• Click on New: In the Custom Fields section, click on the "New" button to initiate the creation of a new custom field.

• Fill the required information: You will be presented with a set of fields to define the properties of your new custom field. Fill in the required information as below: :

a. Label` Enter a descriptive and clear name for your custom field. This label will be visible alongside the field in your contact profiles and forms.

b. Alias: Provide an alias or shorthand identifier for the custom field, which can be useful in scripting and reporting.

c. Object: Specify the type of contact or entity that this custom field relates to. This helps categorize the field appropriately.

d. Group: Assign the custom field to a specific group or category, if applicable, to facilitate organization.

e. Data Type: Choose the data type that corresponds to the information you intend to capture (e.g., date, text, number, etc.).

f. Default Value: If necessary, set a default value for the custom field, which will be populated if no other value is provided.

g. Order: Define the order in which the custom field appears among other fields.

h. Published: Specify whether the custom field is published or visible in contact profiles.

i. Required: Indicate if the field is mandatory for contact records.

j. Visible on Forms: Decide whether the custom field should be visible on data entry forms.

k. Visible on Short Forms: Determine if the custom field should be displayed on shorter forms.

l. Available on Segments: Enable or disable the inclusion of this custom field when creating contact segments for targeted communications.

m. Publicly Updatable: Decide whether this custom field can be updated by the contact themselves.

n. Is Unique Identifier: Indicate if this field is used as a unique identifier for contacts.

• Click on Save & Close: After filling in all the necessary details, click the "Save and Close" button to create the custom field. It will now be available for use in your contact management, allowing you to send personalized communications and manage contact information more effectively.

Subsequently, you may utilize this newly created field to acquire and employ additional information about your contacts, enhancing the personalization and effectiveness of your communication.

Step 1- Go to Contact and Edit Contact:

Step 2- Put value to that Custom Field:

Step 3- Click on save and close:

Contact Details

Contacts information

Select the name of a specific contact to access a comprehensive overview of their information and details.

Click on the first name of a particular contact to open the contact details.

Contacts details

Contacts page gets displayed.

Click on the details tab to check the details (core/social).

Core contains details like.

1. Title
2. First name
3. Last name
4. Company
5. Position
6. Email
7. Mobile
8. Phone
9. Points
10. Fax
11. Address line 1
12. Address line 2
13. City
14. State
15. Zip code
16. Country
17. Preferred locale
18. Attribution date
19. Attribution
20. Website
21. Interested product
22. Order value
23. Function
24. Employee

• The 'Core Information' section is a repository of essential contact details, encompassing crucial information such as name, address, and phone number.

• The 'Social Information'

Contacts engagements:

Engagements and points are visually represented on a graph with the timeline on the x-axis and the quantity of engagements on the y-axis.

Contacts additional information

Contacts history

To access the historical event log, click on the 'Digital' tab, where you will find an event table comprising the following details:

• Event Name
• Event Type
• Event Timestamp

The event history log encompasses a variety of significant data, including changes in contact stage, email reading activities, triggered campaign actions, emails sent, contact identifications, and contact creations.

Sales

The 'Sales' section serves as a repository for specific information pertaining to individual contacts. For instance, if a contact requests a reminder for a particular task, such as sending an email, Camp enables the creation of specific sales notes associated with individual contacts.

To create notes, follow these steps:

1- Click on the 'Add Sales Note' option.

2- Fill the following information and then click save

3- New notes have been created

Opportunity

The 'Opportunity' section in Camp is vital for tracking and managing sales opportunities that have been logged through the Sales App. This feature allows you to monitor potential sales, prioritize leads, and streamline your sales pipeline.

Social

The 'Social' section in Camp hosts social media profiles associated with contacts, providing a consolidated view of available profiles based on individual contact information.

Audit log

The 'Audit Log' in Camp serves as a comprehensive record of various activities conducted by users or sources related to individual contacts. Within the audit log, you will find essential information including the user or source name, event type, and event timestamp.

The audit log documents important activities such as contact creations and contact updates, providing a valuable history of actions taken within the system.

Digital-Footprint

The digital footprint analysis does not reflect any manual alterations to data points. Instead, it provides a comprehensive set of data points that illuminate the active periods of contact. This information is instrumental for a detailed understanding of digital interactions and user activity.

Live mode

To activate the live mode, wherein newly created contacts are automatically inserted at the top of the segment.

Types of contacts

There are two types of contacts:

• Anonymous visitors to your website— Visitors to your website who have not yet been formally identified through a form or any other interactive means are categorized as anonymous individuals.

• Standard contacts- Contacts that have voluntarily identified themselves through means like a form or alternative sources are considered standard contacts.

Toggle

Toggle Anonymous contacts.

This function will reveal anonymous contacts – those who have not provided their identifying information. When a contact visits your website without disclosing their details, they remain anonymous. Subsequently, once they do share their information, the system will automatically furnish the data regarding the number of times that contact visited your website prior to divulging their particulars.

Filter

To filter data, utilize the filter section by entering either the name or alias of the specific contact. After inputting your query, pressing "Enter" will display the data associated with that name or alias.

In this search scenario, contact are filtered based on their companies.