Manage Contacts

Articles

 Contact Record Overview
  Pro-Tip! You won't be able to customize what standard fields appear on contact records. In New Infusionsoft, only fields that have data will be shown when viewing the contact record. The Top Row of Tabs The top row of tabs ...
Create a Contact Record
Manually Add a New Contact to Infusionsoft Click on the ( + )  icon at the top right of any page inside of Infusionsoft. This  "Quick-Add" feature is the fastest and most convenient way to manually create a contact in Infusio...
Delete a Contact Record
Delete a Contact Record Pro-Tip ! If you do not see a Delete button, you don't have permission to delete the contact record. Navigate the contact record you wish to delete   Click the Delete  button. ...
 Export Contacts From Infusionsoft
  If your user permissions allow , you are able to export contacts and other types of data from Infusionsoft. The data will be exported in CSV   file format. The example below shows how to export a contact list. You can use the same ...
Store Files On A Contact Record
Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked so that you can retrieve them easily while viewing the...
Add a Note to a Contact Record
Navigate to the Contact Record Go to the Notes section and click on the Add Note button. (Optional) Assign to different user : Select a user from the drop-down to associate someone else with the note (if your user permissions allow). (...
Contact Communication History
Infusionsoft keeps a consolidated record of user and system communications like emails, notes, tasks, appointments, and follow-up sequences. These interactions are date stamped and archived within the contact record. Communication history is accessi...
Web Profile
The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a personal interaction. It provides details that help you ...
Restore Deleted Contacts and Other Data
Infusionsoft may be able to restore contact records or other data in your application that has been deleted or altered. Infusionsoft regularly performs backups. These backups are kept for 90 days, meaning items listed below that are deleted or alte...
Create and Apply a Stand Alone Note Template
A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes, and can prevent user errors and omissions. Note templates can al...
Submit An Internal Form For An Existing Contact
An internal form gives you the ability to submit a form on behalf of an existing contact. Internal forms help automate internal workflows. Pro-Tip!  Click here if you are looking to learn how to set up an internal form in the campaign bui...
Add A New Contact With An Internal Form
Pro-Tip!  Click here if you are looking to learn how to set up an internal form in the campaign builder. Go to CRM > Contacts in the main navigation menu Hover over Contacts  and select Add a Contact   At the top of ...
Why Did My Contact Not Receive An Email
A common troubleshooting question that many Infusionsoft customers experience is "Why didn't a contact/user receive an email that I sent?" In this article, we'll dive into how you can troubleshoot this question just like our Suppor...
Mass Opt In Or Opt Out Contacts
If you transition to Infusionsoft from another email system, you will export lists of contacts from that system so that you can import them into Infusionsoft. When you import a list, you must confirm that you have received prior permission to send e...
Email Status Icons Explained
Each email address stored in Infusionsoft is assigned a status. This status is generally assigned automatically, but can also be managed manually with some limitations. You cannot double-opt in a person or single-opt in someone who has previously op...
Send a One-Off Fax to a Contact
You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Infusionsoft to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax . The system w...
Print a Letter for a Contact
You can print a letter for one contact or create a letter broadcast to  print one for a group of contacts. Infusionsoft will create a letter in  Microsoft Word with the merge field s already filled in. You just need to print the letter an...
Hide Your Email Communications On A Contact Record
Emails you receive through the Infusionsoft email client are automatically recorded in the communication history of the contact that sent you the message. Your reply is also recorded in the history by default. Most of the time this is desirable sinc...
Linked Contacts
Alert ! The Linked Contact feature is only recommended for very specific situations. This feature is rarely an ideal way to group contacts together. Tags are the ideal way to group your contacts in Infusionsoft. Some businesses need to track non-c...
Reassign Contacts to Another User
Note that you will need the proper permissions to change the owner drop-down menu! Reassign an Individual Contact Record While viewing a contact record, select a user from the owner  drop-down menu. Click on the Save  button...
Opt-Out Contacts From Receiving Marketing
Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are able to opt-out of all of your email marketing or just...
Send A One-Off Email To A Contact
While viewing the contact record, click the email icon next to their email address. Create your email now, or select a different starting template by clicking on the Template  button. Click Send . ...
Create a Task or Appointment While Viewing the Contact Record
You can create tasks or appointments from a contact record or from My Day. When you use the My Day calendar, you'll be able to coordinate tasks or appointments with your overall schedule. When you create tasks or appointments on a contact record...
Print Mailing Labels For Contacts
You can use Infusionsoft to print a mailing label for one contact or to print mailing labels for a group of contacts. Infusionsoft will create a label document in Microsoft Word with the merge field s already filled and ready to print. Go to CRM...
Email Status Search
The email status search report displays a list of people based on the status of their email address (i.e. bounce , opt-in , opt-out , etc.). You may use this search to clean up your database or to follow up with people ...