Contact Details

This section includes all of the details associated with a particular email contact.  Email address is the only required field and will be used to send your marketing emails.  All other fields exist for your records only and are optional.  If you would like to keep a more detailed record of a contact you can include the following information: 

• First and Last Name
• Company Name
• Birthday
• Home Purchase Date (Real Estate clients only)
• Phone Number(s)
• Physical Address

Notes: (an open field where you can keep any relevant info about this contact)

Note: We will do nothing with this information aside from storing it for you.  For more information, refer to our Terms of Use.

 

From your desktop

Log in at app.outboundengine.com

Click Contacts from the left-hand column

Use the magnifying glass to search for the contact you would like to view

Double-click on the contact’s name to open the Contact Details

Click Done at the top right corner to save changes and return to the full contact list 

Tags

Use Tags to organize your contact list by assigning one or more labels to each contact.  Some examples of tags are provided, but you can also create your own.  Types of useful tags include:

• Pipeline Status (prospect, past client, etc)
• Contact Source (was it from your Gmail, CRM, Outlook, etc)
• How you met this contact (for example, Open House, Seminar, Cold Call, etc)

Note: If you have Campaign Builder, you can send custom email newsletters to segmented portions of your contact list based on tags.

Campaigns

See which email campaigns this contact has received, opened, or clicked on.  If you are looking for a reason to check in with this contact, this information will let you know what topics they have been interested in lately.