Contacts

Importing Contacts and how to manage your growing database

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28 articles in this collection
Written by Jesse Wynants, Gijs Nelissen, Ivan Voskoboinyk and 3 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

Which contact fields does Prezly support?

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 over a week ago

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

Find and merge duplicate contacts

Learn how you can merge duplicate contacts in your database.

Written by Gijs Nelissen
Updated over a week ago

Deleting contacts

Learn how to delete contacts from your Prezly database.

Written by Jesse Wynants
Updated over a week ago

Duplicate contacts

How Prezly detects duplicate contacts in your database

Written by Gijs Nelissen
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 💡

Search for contacts and content with filters

Advanced filters that meet your basic needs – quickly find your Contacts, Stories, Campaigns, Coverage and more.

Written by Jesse Wynants
Updated over a week ago

Using the "Import" filters

You can use Prezly's stable "Import" filters within contact segments.

Written by Ivan Voskoboinyk
Updated over a week ago

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

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

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 Kamil Mielnik
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