Contact Management - Creating a contact list of all contacts from the same city

Contact Management is a powerful and flexible tool. For a full description of what this tool can do, see Contact Management - Overview. This article gives only one example of the kind of operations the tool can perform. This example takes multiple contact lists, identifies which contacts in them are from specific cities, and copies those contacts into a new contact list.

In your Admin account:

1. Go to the Contact Lists page.
2. Go to the Contact Management subpage.

Select contact lists

First, select which contact lists you want the tool to examine.

Filter the lists

You will then see the Criteria for filtering. Click to select if you want to Filter on contacts or to Filter on Companies. Find the criteria you want to filter on. In this example, we are looking for contacts in particular locations. We click to tick the Cities option. By default all cities listed for contacts on the selected lists are shown and selected. Click to untick the checkboxes for cities you are not interested in. You can combine filters, but in this case, it is only the contacts' cities we are interested in.

8. It is strongly recommended that you click the Preview button at the bottom of the Source column. This will show a sample of the contacts that will be included in this filter. This is essential to check you have set the filter correctly.

Select what to do

Next, in the Operations section, determine what should happen to the contacts identified in the Source.

Click to select the Contact status. In this case we are going to create a fresh new list for a new purpose. We choose Reset customer status as "not used". Click to select Contact processing. In this case we want the contact to stay in their original lists, as well as being in the new one. We choose Copy contacts to new list.  Click to tick checkboxes for Maintenance. In this case, there should be no empty lists so we could uncheck Remove contact lists that are empty.

Choose the output

Finally, in the Destination section, decide if the contacts found from the source should be added to a new list or an existing one. You might also create a new project.

Click to select to either Add contacts to existing contact list or to Create new contact list. If you choose to add to an existing list, you will need to select which list. If you choose to create a new list, you need to give a Name for new list and potentially an Office. Finally, click to select to whether the list should be attached to a project or not.

• Don't attach list to project creates the list (or adds contacts to the selected list) and stops at that.
• Create new project for new list creates an Outbound campaign with the same name as the list and associates the list with it.
• Attach list to project creates the list (or adds contacts to the selected list) then associates the list with a project of your choice. This can be either an Outbound campaign or an Inbound project.

16. Once all options have been selected as needed, click the Run selected operations button.
17. You will be notified of the operation. Click OK.
18. You will be offered the chance to reset the tools settings, click OK to do so, or Cancel if you want to keep the settings you used, perhaps to change and repeat.