- 1. Getting Started
- 2. What's New
- 3. Dashboard
- 4. Contacts
- 5. Components
- 6. Channels
- 7. Campaigns
- 8. Reports
- 9. Points
- 10. Stages
- 11. Categories
- 12.1. Citrix Plugins
- 12.2. Clearbit
- 12.3. ConnectWise
- 12.4. FullContact
- 12.5. Gmail
- 12.6. Hubspot CRM
- 12.7. iContact
- 12.8. Mailchimp
- 12.9. Microsoft Dynamics CRM
- 12.10. Microsoft Outlook
- 12.11. Pipedrive
- 12.12. Salesforce CRM
- 12.13. Sugar CRM
- 12.14. Twitter
- 12.15. vTiger CRM
- 12.16. Zapier
- 12.17. Zoho CRM
- 12.18. Social login
- 12.19. Field Mapping
- 12.20. Integration Testing
- 13. Use Cases
- 14. Cron Jobs
- 15. SAML SSO
- 16. Queue Support (RabbitMQ/Beanstalkd)
- 17. Themes
- 18. Translations
- 19. Tips & Tricks
- Published with GitBook
The manage contacts page is the main interface through which you can view and interact with your contacts - both visitors and standard contacts.
The segment is the default tabular view of all the contacts in the system - by default the list view is enabled, but you can also choose to switch to the card view (also known as grid view) which uses avatars to depict the contacts visually using cards. You need to be using keyboard shortcuts you can enter "t" on your keyboard to dynamically switch to table view (default) and "c" to switch to the card view.
Searching for contacts
The segment can be searched using the box at the top of the list, and can be ordered using the table headings by clicking on the heading you wish to sort the list by.
The search box allows many different search types and follows the same search process and variables as found in all other search layouts. You can learn more about the powerful search options available on the search documentation page.
Adding contacts quickly
If you have contacts you would like to quickly add to Mautic manually, and they are not in the system as part of the normal workflow (for example by completing an inquiry form or having been imported) you can use the Quick Add Contact button to add them to the system.
You can of course also add them through the New Contact form and add much more detail but for quick entry this is the easiest and fastest way to get the contact into the system.
Adding contacts normally
If you have contacts to import and you have time to add all the information, click on the dropdown arrow to the right of 'Quick Add Contact' and select 'New'. This opens the new contact screen, where you can enter all the information you have about the contact. Use the tabs at the top to add custom fields and social network profiles.
Mautic offers the ability to import contacts from other sources via CSV file - this is a great way to get up and running quickly if you need to import a lot of contacts at once.
To use the import facility, make sure that you first have all the fields set up under 'Manage fields' which correspond to the information you are importing - you don't want to lose any data if at all possible.
Once you have created all the contact fields, click on the dropdown arrow to the right of the Quick Add Contact button, and select 'Import'.
Upload your CSV file, and ensure that you match the delimiter, enclosure and escape characters so that the importer can understand the data.
When you click on 'Upload' you will have the opportunity to match the fields found in the CSV file to the fields that you have in Mautic, which will allow the data to be correctly imported.
Following values will result in TRUE when importing a Boolean value:
yes. Those values can be also capitalized and still taken as TRUE. Any other value will be saved as FALSE.
To edit a contact, click on the name of the contact (or the IP address if the visitor is anonymous) to open the contact screen.
From this screen, you can view the recent events and any notes that have been made against the contact.
To edit the contact, click on the 'edit' button on the top-right menu.
When Mautic tracks contact's actions like page hits or form submissions, it will automatically merge the contacts by unique identifiers which are:
- IP address
- Email (or any other contact field you mark as unique identifier)
If Mautic knows only the IP address, it will merge the contact action (page hit, form submission etc.) with a contact with the same IP address. If the IP address does not exist in the Mautic database yet, it will create a new contact. But if Mautic knows the unique cookie, it will merge the actions to the contact with the same cookie or creates a new one.
If a contact sends a form with an email address, it will merge the submission with the contact having the same email address. Even if the IP address or the cookie matches another contact.
So Mautic will take care of duplicate contacts created by the event tracking. But you can still create a duplicate contact via the Mautic administration. As of Mautic 2.1.0, you will be notified if there is already a contact with the same unique identifier.
There are batch actions you can do from the user interface. A modal window will popup when you click on one of the actions with more configuration details. This feature can be used for hundreds of contacts. Thousands if you have a free afternoon. Use similar campaign actions to manage thousands and more contacts at a time.
Following batch actions are currently available:
Lets you add / remove the selected contacts to / from campaigns.
Lets you add / remove the selected contacts to / from global categories.
Lets you subscribe / unsubscribe the selected contacts to / from communication channels (email, SMS, ...) and also define frequency rules.
Lets you assign / unassign the selected contacts to / from owner (mautic user).
Lets you add / remove the selected contacts to / from segments. Note that if a contact is added or removed to or from segment manually then segment filters won't apply for him/her in that particular segment.
Lets you add / remove the selected contacts to / from stage.
Lets export selected contacts to CSV.
Set Do Not Contact
This action will set all selected contacts as DNC for the email channel and it lets you provide a custom message as "reason" of why the contacts got manually unsubscribed by a Mautic user.
The batch delete action in the contact table allows deletion of up to 100 contacts at a time. This is a performance precaution since deleting more contacts at one time could cause issues.
See in the segment docs about how to delete thousands of contacts easily.