ContactBase: Gather & grow networks,segment & define audiences. If CRM is overkill but Outlook isn't enough, ContactBase is your connection Engine.

ContactBase Guide

Marketingship has the Contact management tools you need to create contact lists, add your contacts, and organize them according to your preferences. Simple, effective creation, importing, and organizational tools make every step along the way simple and streamlined.

Creating a Contact List

  • Give your contact list a name according to your needs and preferences
  • Rename contact lists to reflect changes in campaigns or marketing strategies
  • Change the subscribability of your contact lists for more precise opting in and out.
  • Reorder your lists to best suit your needs and delete lists that are no longer of use

Adding and Importing Contacts

  • Use the new button to create a contact and all their details in a single step
  • Add multiple contacts one after another with One by One contact importing
  • Import numerous Contacts from unformatted text files or hardcopies via Copy and Paste
  • Import contacts by the thousands from Excel, CSV, and text files

Searching and Sorting Contacts

  • Search Contacts by Activity History or Contact Details
  • Filter viewed contacts according to Member Type
  • Sort contacts under any visible statistic by clicking on the field header
  • Change the view settings to adjust the number of contacts and information visible at a glance.

Managing Contacts

  • Export and back up contact lists to into various file formats
  • Move and Copy contacts between lists to adjust to new and changing campaigns, or Save selected contacts to create new contact lists
  • Delete problematic contacts and reduce your total number of active contacts
  • Let the system automatically sort and remove hard bouncing and unsubscribed contacts from contact lists

Editing and Reviewing Contact Information

  • View and adjust any contact’s information at any time
  • Check and Update each contact’s Member Type
  • Track each contact’s actions in emails, links, and events with detailed activity histories.
  • Create unlimited custom contact information pages and information fields to suit any need

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