Contact Management
How to Search and Edit Contacts in KlickTipp
Here you will learn how to search for and edit contacts in KlickTipp. Learn how to use filters and search functions. We will also show you how to edit contact information and tagging. You can find your contacts under the menu item → Contacts.
Important to Know
Each page displays up to 100 contacts. If you have a larger number of contacts, you can still edit them all together by activating the → Select the Entire Search Result checkbox. This will also select the contacts that are not visible in the current filter setting.
Step-By-Step Instructions
SearhContacts by Email Marketing Information
There are various options for searching via a contact's email address. You can use this method to find complete email addresses or just parts of them. For example, you can find all the email addresses of a particular provider. But you can also easily find contacts without an email address.
Select the desired filters and enter the required information. You can also choose from various options for the registration and confirmation date. This allows you to narrow down the results in terms of time.
- Click on the → Search button to search.
- Click on → Reset to reset the search to the default settings.
Filter Contacts by SMS Marketing Information
You can use different options for SMS marketing information. Select the option you need and enter the required search information.
- In the drop-down menu under → Entry Date, you can narrow down the results by time.
- Click on the → Search button to search.
- Click on → Reset to reset the search to the default settings.
Filter Contacts by Tags
The tag filters are split into → Marked with Tag and → Not Marked with Tag.
There are two options to choose from for the → Marked with Tag condition. You can select the type of tag from many different filters. This allows you to search for almost any criterion in KlickTipp.When you apply the filter, possible search options appear in the drop-down menu below.
Click on an entry in the list to select it. If you enter the name of the entry, you can narrow down the selection in advance. You can select any number of tags with the same or different filters. This means that even very complex queries are possible.
The condition → Not Marked with Tag also offers two options. Here you can choose from the same filters as for the condition → Marked with Tag.
Filter Contacts by Fields
- In the → Additional Field condition, you can select from all the fields created.
- Click on the → Search button to search.
- Click on → Reset to reset the search to the default settings.
Show Details of the Contact
To get contact details, click on the linked e-mail address in the search result.
- If your search result only shows contacts without a digital ID, click on the link → No Digital ID.
A menu with further information appears on the left-hand side. Click on → Search Contacts in the path view to return to the overview of contacts.
- The overview shows you the basic fields of the master record as well as assigned manual tags.
- Under → Details you can see all field values of the contact.
- The menu item → Digital ID shows you the IDs of all KlickTipp communication channels. These are currently the email address and the SMS number.
- The contact history provides you with information about automations and actions for this contact. It also shows you the chronological sequence.
Perform Actions on Filtered Contacts
Click on the checkboxes in front of the contacts to select individual contacts. However, if you click on the top checkbox, all contacts are selected.
The actions shown in blue can be undone.
- → Mark with Tag: Mark selected contacts with any manual tag.
- → Remove Tag: Remove a specific assigned tag from selected contacts.
- → Create Audience: Save any number of search filter configurations. You can retrieve them dynamically at any time with the current status.
- → Export Contacts: Export selected contacts as a CSV file.
The actions shown in red are final and cannot be undone. The latter should therefore be used with particular care.
- → Unsubscribe: Unsubscribe selected contacts. They will no longer receive emails as they can no longer be contacted.
- → Delete Contacts: This function permanently deletes contacts.
- → Delete Digital IDs: This only deletes the digital ID of the selected contacts. The latter will still remain.
Now that you know how to effectively search and edit contacts in KlickTipp. Use these features to optimize your contact management and customize your marketing strategies.