Contacts CRM

When customers come to your website and fill out your contact form created within the editor or place an order through your eCommerce store, those contacts will now be saved within their section from your Main Account Dashboard. You can quickly review, respond, and manage these contacts from one dedicated location.

This article will cover how to access and manage the contacts from your Contacts CRM within your WebsiteBuilder account. To help add a form to your website, check out this article: Add A Signup Form.

To access the Contacts List:

1. Log in to your account and select Contacts CRM in the left-hand menu.

2. A new screen will appear where you see the following menu:

   
   • Dashboard -  This is where you can manage your contacts:
     • Your Contacts - Add and Import Contacts
     • Group and Contact List  - View all lists and create a new list.
     • Latest Contacts - View all contacts and form submissions.
   • Contacts - Every time visitors take action on your website, their contact information will be added here.
   • List - This is where you can create and manage your contacts list.
     Pro Tips: Your contacts list will automatically populate with the information from your account's contact form, subscription submissions, and eCommerce store orders. The Contact CRM will appear blank until you receive an order or form submission. To manually add a contact check out our article: How to Add Contacts to an Account.
   • Form Inbox - All messages you have received through form submissions on your website will show here.

Contact Details

If you choose any of your contacts, you can edit or view information about the selected contact, ranging from their details to labels, orders, and activity, through your website. Below we will outline the various parts of contact information.

This information cannot be changed or edited since it acts as the key information to which the system will tie future contacts. If there is a spelling error, the contact can be manually added or resubmitted through the website.

Contacts Notifications

• Email Address
  Note: This information cannot be changed or edited since it acts as the key information to which the system will tie future contacts. If there is a spelling error, the contact can be manually added or resubmitted through the website.
• First and Last name
• Phone number
• Birthday
• Company
• Job title
• Email Status

  • This is used to keep track of whom you have permission to send email marketing. Users can unsubscribe from your mailing list or website or contact you directly. To read more about whom you can and cannot send notifications to, visit the Permission Policy for Email Marketing.

• Address
• Lists

  • Lists are used to add distinction to those in your Contacts CRM. If you are interested in more information, check out our article: Creating Lists for your Contacts.

When a customer opts in to subscribe from any of your channels from your website, not only are they added to your Contacts CRM, but you will also receive an automatic email to the account or form notification email on file so you can stay up-to-date with new contacts and the source of their subscription.