Managing Contact Cards: Adding, Editing, and Removing

Your ability to manage contact cards effectively is crucial for efficient communication and relationship-building in your business. In this article, we will guide you through the steps for adding, editing, and removing contact cards in your Contact Manager.

Adding a Contact

1. Navigate to the Contacts > My Contacts menu on your dashboard. Or click here: 
2. Locate the “Add” Button: In the top-right corner of the “My Contacts” screen, you will see the “ADD” button. If you have not yet added contacts you will also see an 'add contact' button in the middle of the page. It is highlighted in green and located next to the “ACTIONS” button.
3. A Contact Edit screen will pop up. Here, you can enter your new contact's details, such as their name, contact information, tags, and background info (notes). You can also specify their contact type, rating, and preferred method of receiving campaigns.
4. After entering all relevant information, click the Save Changes button.

Editing a Contact

Navigate to the Contacts menu and select Find or Manage to locate the contact you want to edit.

When you click into editing a contact card, you will see various options to customize and manage the contact details. Here’s a detailed write-up focusing on some of the more unique fields and options available:

Contact Rating

• Rating: This is your personal rating of the contact, ranging from 0 (coldest) to 5 (hottest). A higher rating means you’ll receive periodic reminders to engage with this contact more frequently. Choosing a rating of 0 means you won’t get reminders to follow up with this contact.

Subscriptions

• Has Subscription: This option indicates whether the contact is subscribed to receive updates, newsletters, or other regular communications. Toggle between ‘Yes’ and ‘No’ to manage their subscription status.

Member Area Access

• Member Area Access: This determines whether the contact can access the member area. If set to ‘Yes’, the contact can access the member area only if they are assigned to one or more vaults. Toggle between ‘Yes’ and ‘No’ to manage their access.

Campaign Delivery Preferences

• Send Campaigns By: Choose whether to send campaigns to this contact via email, text, or both. This allows you to tailor how your communications are delivered based on the contact’s preferences.

Opt-In Preferences

• Opt-In: Uncheck the boxes to opt this contact out of future bulk emails or texts. This is crucial for managing consent and ensuring compliance with communication regulations.

Adding Tags and Campaigns

• Tags (for Categorizing): Tags help in organizing and categorizing your contacts. You can add multiple tags to a contact to indicate their interests, participation in events, or other relevant details. For example, tags like “(EMAIL CAMPAIGN) 2.12.24 Spring Webinar Series #1” help in tracking engagement with specific campaigns.
• Add Campaign: Optionally add the contact to specific campaigns. You can choose from your own campaigns or those provided by GetOiling, such as “Australian New Members” or “Built-in welcome to vault campaign”.

Background Information

• Background Info: Here you can add any additional notes or background information about the contact. This could include personal details, interaction history, or any other relevant information that helps in personalizing your communication.

Follow-Up Plans

• Add Follow-Up Plan: Optionally assign a follow-up plan to the contact. This could be a custom plan like “Monthly Care Calls For 1 Year” or a predefined plan from GetOiling such as “New Member Follow-Up Plan”.

Removing a Contact

At the top right of the editor for each contact card will be a delete button. Select this button and follow the prompts to predominately delete the contact card. You can also bulk delete contacts by following these instructions.