Step 1.

Click Contacts from the platform menu.

Step 2.

Click View Contacts. 

Step 3.

Use the Filter Search to filter for the desired contact or contacts. 

Step 4.

Click on the Details icon next to the desired contact to see their details.

Step 5.

Update the contact information.

Step 6.

Click the SAVE button to save your changes when finished

ADDITIONAL FEATURES OF A CONTACT PROFILE

Campaign Management - 

Allows you to view the campaigns the contact is opted in to as well as the date they joined, the source of their entry, and their current opt-in count (aka: loyalty progress). A green check mark in the OPT OUT/IN column means that the contact is opted in to the corresponding campaign. Click the green check mark in the OPT OUT/IN column to opt them out. 

Anniversary Clubs -

Allows you to manually include the contact in an active Anniversary Club. Use the Club Name dropdown menu to select the club, use the Date dropdown options to enter the contact’s anniversary date, then click the Add button. 

Manage Target Lists - 

Allows your to manually exclude and include the contact in an active Target List. 

• To Include: Use the Add Target List dropdown menu to select the desired target list then click the Add button.

• To Exclude: Click the red X in the remove column

Note: Anniversary Clubs and Target Lists must be created before the contact can be added to them.