Contacts are customers — people that have come into your business, and that CityGro is going to help you bring back more often.
Let’s give you a quick overview of the Contacts section.
Where do contacts come from?
Contacts in your CityGro database might come from a variety of sources.
These might be:
- List import
- Loyalty Kiosk
- SMS Keyword
As you can see, there are a number of ways a contact might end up in your database. That’s good — more options.
What’s important is that once they’re in there, you can do some pretty amazing things with them.
Your Contacts view is going to look something like this:
Essentially, this is a long list of the many customers that you’ll be seeing more often as a result of your retention marketing efforts.
From this view, you can do quite a bit.
To the left of each contact, you'll see a couple of small icons. Hover over each and you'll see that these give you the ability to "Edit" or "Delete."
Click Edit to see more of the contact and, of course, make edits. Click Delete and the contact will be deleted.
You can also click on fields visible on the Contacts home screen and get quick-edit functionality for most fields.
Along the left-hand side of the screen you'll see Fields, Groups and Import nested under Contacts.
- Fields: See, manage and add any contact record fields here. These are places to store information on a contact's record.
- Groups: Add and manage groups here. Think of these as buckets that you might want to put some contacts in to be able to manage differently than others.
- Import: More likely than not, this functionality will not be enabled unless you request it. We keep it off as most CityGro customers bring contacts in via other methods — kiosks, waivers, etc.
Managing what you see
When you first click on Contacts in the navigation bar, you'll see a complete list of every contact that's in your database. That's great, but might not give you the information you need at first glance.
Fortunately, you can change it to fit your needs.
Change view quantity
By default, you'll see 25 contacts at a time. You can adjust that with this dropdown:
Filters allow you to see certain segments of your contact list that meet prescribed criteria. Maybe you want to see all contacts added within the last 30 days. Or all contacts that have checked in more than five times.
This tool is robust. There are a lot of ways that you can filter your contacts. Keep in mind that when you start out, you'll want to keep things simple. It can get complicated quickly, so we've dedicated a complete article to setting up some filters.
Now that we've determined which contacts we see, we can customize the information that we see on this view by determining the columns that are visible.
Any contact field can be a column in this view, so we just need to decide what we want to see and in what order. Use the dropdown to make adjustments.
Looking for something specific? Use the contact search box to find the record you have in mind.
Use the Visible Fields dropdown to search values in a particular field.