Contacts

Importing Contacts and how to manage your growing database

+2

27 articles in this collection
Written by Jesse Wynants, Gijs Nelissen, Camil Blanaru and 2 others

Let's start with the basics!

Overview of managing your contacts

A getting started guide on managing your contacts on Prezly

Written by Jesse Wynants
Updated over a week ago

Importing contacts into Prezly

How the contact importer works from start to finish

Written by Jesse Wynants
Updated over a week ago

Importing contacts with an Excel or CSV file

Tips for preparing your file

Written by Klarissa Djajalie
Updated over a week ago

Exporting contacts from Outlook

Export your Outlook contacts to Excel so you can import them to Prezly

Written by Camil Blanaru
Updated over a week ago

Creating Individual contacts

Creating contacts one by one.

Written by Jesse Wynants
Updated over a week ago

Contact types: 'People' & 'Organizations'

What is the difference and how does this help keep my Contacts organiszed?

Written by Jesse Wynants
Updated over a week ago

Managing contacts

Tips for cleaning up your Contacts

How to use filter rules to sort through Contacts

Written by Klarissa Djajalie
Updated this week

Using filters to search for Contacts

Learn how you can filter through your contact database in Prezly

Written by Jesse Wynants
Updated over a week ago

Connecting Person and Organization contacts

Learn how to connect person and organisation contact types

Written by Jesse Wynants
Updated over a week ago

Edit your contacts information

Learn how you can edit and update your contacts information in Prezly

Written by Jesse Wynants
Updated over a week ago

What can you do with a Contact preview?

Learn more about the contact preview, and how it can help you save time when managing your contact database.

Written by Jesse Wynants
Updated over a week ago

Adding contact notes

Learn how you can add notes to your contacts profile.

Written by Jesse Wynants
Updated over a week ago

Multiple email addresses per contact

Learn more on how to store, manage and use multiple email addresses per contact.

Written by Gijs Nelissen
Updated over a week ago

Merging, Deleting or Exporting Contacts

Deleting contacts

Learn how to delete contacts from your Prezly database.

Written by Jesse Wynants
Updated over a week ago

Exporting contacts from Prezly

Learn how you can export your contact list to an Excel document.

Written by Jesse Wynants
Updated over a week ago

Tags and segments

Managing your contact tags

Learn how you can manage your contact tags in Prezly

Written by Jesse Wynants
Updated over a week ago

Tagging your contacts

Add Tags to your contacts to easily segment and search for them

Written by Jesse Wynants
Updated over a week ago

Segments for creating groups of contacts

Learn how you can group your contacts into segments for easy and fast access.

Written by Jesse Wynants
Updated over a week ago

Removing tags from your contacts

Learn how you can un-tag your contacts in Prezly

Written by Jesse Wynants
Updated over a week ago

Good to know 💡

Contact enrichment

Learn how add more information that Prezly finds about your contacts to their profiles

Written by Jesse Wynants
Updated over a week ago

Which contact fields does Prezly support?

Written by Jesse Wynants
Updated over a week ago

Adding a YouTube channel link to a contact

How to add a channel link to the YouTube field of your contact's social media information

Written by Marko Grešak
Updated over a week ago

What are contact ratings?

Learn more about contact ratings. How are they calculated? How to interpret them and why they are useful.

Written by Jesse Wynants
Updated over a week ago

Relationship ratings

Get a quick insight into the health of the relationships you have with your contacts.

Written by Jesse Wynants
Updated over a week ago

More FAQs

Duplicate contacts

How Prezly detects duplicate contacts in your database

Written by Gijs Nelissen
Updated over a week ago

Find and merge duplicate contacts

Learn how you can merge duplicate contacts in your database.

Written by Gijs Nelissen
Updated over a week ago

Data we collect for you

Overview of the data sources that make your experience better.

Written by Jesse Wynants
Updated over a week ago