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• If you've cleared Use Default Values for Blank Fields, then contacts without a value for

Gender will not be included in the search results. The filter cannot determine whether

these contacts are male.

Steps to define an advanced search

1. On the Contacts tab, click Advanced Search.

2. From the Search Group list (labeled as "Search within"), click the arrow and select the

search group.

3. Click the Add Another Search Group link or button to the right of the Search Group list.

4. Define a filter for the first search group by clicking appropriate values from the option

boxes.

5. If you want to add another filter for this search group, in the search group area, click the

Add Filter link or button.

6. If you want to define another search group and its filters, repeat Steps 2 to 5 using the

search group created in Step 3.

7. Repeat Steps 2 to 6 until you have defined all the search groups and their filters for this

advanced search.

Step to remove a filter

• In the search group area, click the x button beside the filter.

If the search group contains only one filter and you delete it, Campaigner deletes the

search group area.

Remove All Filters

After filtering contacts using any method described in this topic, you can remove filters to

display all contacts.

Step

• Click Show All at the top of the contact list.

Sort Contacts

By default, Campaigner sorts contacts in ascending alphabetical order by email address. You

can sort the list of contacts to organize them using different criteria. For example, you can

sort by name.

You sort the list based on column headers, in ascending or descending order. To indicate

that a column has been sorted, Campaigner displays a Sort symbol beside the name of the

column header. This symbol indicates the sort order.

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Steps

1. On the Contacts tab, ensure that the contact field you want to sort on is a column in the

contact list.

Use Show/Hide fields

to change the contact fields shown in the contacts list.

2. Click the column header.

Some column headers may not be available for sorting.

3. If you want to sort the list in descending order, click the Sort button in the column header.

Click this button a third time to remove sorting.

Unsubscribe Contacts Manually

If a contact asks (in person, by telephone, or by email) that you no longer communicate with

them by email, you must manually unsubscribe the contact. Campaigner removes the contact

from all mailing lists and changes the status to Unsubscribed.

You can manually unsubscribe more than one contact at a time.

If you only want to remove the contact from selected mailing lists, see Add or Remove

Contacts from Mailing Lists

Note: Campaigner includes an unsubscribe option

in every email sent as part of an email

campaign. Recipients can use this option to opt-out of specific mailing lists or opt-out of all

future email campaigns. This opt-out process is completed automatically by Campaigner.

Steps

1. On the Contacts tab, select the contact

2. On the Action bar, click Unsubscribe.

3. Click OK.

Delete Contacts

You can delete contacts to remove them from Campaigner. For example, delete contacts with

a status of Hard Bounced. This status indicates that an email campaign wasn't delivered

successfully because of incorrect contact information (for example, it doesn't exist).

You can delete more than one contact at a time.

The Clean Contacts tool makes it easy for you to regularly prune your contacts. Use this tool

to quickly delete inactive (Unsubscribed, Hard Bounced, and older Pending) contacts.

Once a contact is deleted, it is no longer available from Campaigner. If you inadvertently

delete a contact, you must recreate it.

Steps to delete specific contacts

1. On the Contacts tab, select the contacts

2. From the Action bar, click Delete.

3. Click Yes.

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Steps to delete contacts using the Clean Contacts tool

1. On the Contacts tab, click the Contacts sub-tab.

2. From the Action bar, click More, Clean Contacts.

The Clean Contacts dialog appears.

3. Select the checkbox(es) beside the type(s) of contacts you would like to delete.

4. Click Clean Now.

Export Contacts

You may find that contacts in Campaigner are useful to you in other applications. For

example, you may want to create a spreadsheet of your contacts to perform some analysis

on the data, such as determining where the largest percentage of contacts lives.

To use contact information in another application, export contacts from Campaigner. You can

export selected contacts or all contacts.

Contacts are exported to a file that uses the comma separated value (.csv) format. In this

format, each contact is represented by one row and each column represents one type of

information. The following example shows a .csv file that is open in a spreadsheet:

First Name

Last Name

johns@mycompany.com

John

Smith

allyb@yourcompany.com

Ally

Brown

Note: If you view a .csv file in a text editor, values are separated by commas.

Steps

1. On the Contacts tab, select the contacts

2. From the Action bar, click More, Export.

3. Click Export.

4. Go to the Message Center

to access the exported information.

Managing Contact Information

Overview of Contact Fields

Information that you collect for contacts is referred to as contact fields. Examples of contact

fields include Email Address and Last Name. You define values for contact fields when

adding or editing contacts. If you use contact fields on sign up forms, users provide values

when completing the form.

Campaigner includes several contact fields. These default fields, referred to as "standard

fields", include Email Address, First Name, Last Name, and so on. If you want to collect

Campaigner User Guide

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information that isn't represented by standard fields, create custom fields. For example, you

may want to create a custom field named Birthday to collect customers' birthdays, if available.

You can view a list of all contact fields, including both standard and custom fields, and their

default values (if defined).

View Contact Fields

The Fields tab on the Contacts tab lists standard and custom contact fields. For each contact

field, this list shows information about the field, such as its name and default value (if

defined).

If more custom fields are available than can be listed on one page, you can browse additional

pages

Tip: To ensure that this list includes the most recently created custom fields, click Refresh on

the Action bar of the Contacts tab.

Types of Contact Fields

The field type for a contact field determines the data that can be provide as the value. For

example, if you create a Birthday custom field using the Calendar field type, the value you

provide for this contact in Campaigner or by a user when completing a sign up form must be

a date.

Contact field types include:

• Text Box

• Numeric Box

• Calendar

• Drop Down

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• Checkbox

Text Box

This field type uses the text data type. When Campaigner displays a contact field with the text

box field type, a box appears beside the field name. In this box, alphanumeric values can be

typed, such as a person's first name or mailing address. A maximum of 150 alphanumeric

characters can be entered in a text box.

Numeric Box

This field type uses the numeric data type When Campaigner displays a contact field with the

numeric box field type, a box appears beside the field name. In this box, only numeric values

can be typed, such as a person's age (for example, 32) or number of cars owned (for

example, 1).

Calendar

This field type uses the date data type When Campaigner displays a contact field with the

calendar field type, a box appears beside the field name, along with a Calendar symbol. In

this box, a date can be typed. Alternatively, a date can be selected from the Calendar. For

example, use the Calendar field type to specify a person's birthday.

Drop Down

This field type uses the text data type. When Campaigner displays a contact field with the

drop down field type, a box appears beside the field name, in which a set of values are listed.

From this list, one value can be selected. For example, use the drop down field type to

specify a contact's gender: "Female" or "Male".

Checkbox

This field type uses the true/false data type. When Campaigner displays a contact field with

the checkbox field type, a selection box appears beside the field name. This box is either

selected (a checkmark is displayed) or cleared. For example, use the checkbox field type to

specify whether a person is interested in receiving advance notice of promotions in a sign up

form.

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Create Custom Contact Fields

If you want to collect information about contacts that isn't represented by standard contact

fields, create custom contact fields. For example, use a custom field to store birthdays or

gender, if provided to you.

Create a custom field by defining the following:

• name

The name identifies the custom field when it is displayed. You can specify a label (such

as Birthday) or a phrase (such as "Provide your birthday").

• type

The type determines how the value is specified. For example, use the Calendar type for a

Birthday contact field to collect a date.

• default value (text box, numeric box, or checkbox field types only)

The default value is optional. However, we recommend that you define a default value

that will be meaningful to customers, particularly if you plan to use contact fields to

personalize emails

or to include on sign up forms

. For example, when sending a

personalized email, Campaigner uses the default value if no other value is defined. A

salutation intended to display the recipient's first name (such as "Hi Allison") displays the

default value if no first name is defined for a contact (such as "Hi subscriber").

• list options (drop down field type only)

For drop down fields, you specify the options that will be available in the drop down list,

and how you want them stored in Campaigner's database.

For the current release, contact fields defined as drop down fields don't display any list

options. However, we recommend that you define options, which will be available in a

future release. If you don't define these options when creating the contact field, you will

need to recreate the field when options are available for display. Deleting contact fields

may cause you to lose their values.

Note: After creating a custom field, it will be available for all current and future contacts. To

provide a value for existing contacts, you will need to edit contact information.

For convenience and consistency, try to define custom contact fields before adding contacts.

Steps to create a custom field for the text box field

1. On the Contacts tab, click the Fields tab.

2. Click Create a Custom Field.

3. Type a name for the custom field.

4. Select the Text Box field type.

5. If you want to specify default text, type it in the Default Value box.

6. Click Create a New Field.

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Steps to create a custom field for the numeric box field

1. On the Contacts tab, click the Fields tab.

2. Click Create a Custom Field.

3. Type a name for the custom field.

4. Select the Numeric Box field type.

5. If you want to specify a default number, type it in the Default Value box.

Alternatively, you can use the arrows beside the box to select a value.

6. Click Create a New Field.

Steps to create a custom field for the calendar field

1. On the Contacts tab, click the Fields tab.

2. Click Create a Custom Field.

3. Type a name for the custom field.

4. Select the Calendar field type.

5. If you want to change the default date, type the date in the Default Value box.

Use the format mm/dd/yyyy (for example, 10/31/2009 to specify October 31st, 2009).

Alternatively, click the Calendar symbol and click the date.

6. Click Create a New Field.

Steps to create a custom field for the drop down field

1. On the Contacts tab, click the Fields tab.

2. Click Create a Custom Field.

3. Type a name for the custom field.

4. Select the Drop Down field type.

5. Specify the options that will be available in the drop down list, and how you want them

stored in Campaigner's database.

For each option, type a name and the value to be displayed to the user.

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To remove an option, click the X beside the option's Name and Value boxes.

If you want to add more than two options, click Add more items to list to add empty

Name and Value boxes.

6. Select the value to be displayed by default from the Default list.

7. Click Create a New Field.

Steps to create a custom field for the checkbox field

1. On the Contacts tab, click the Fields tab.

2. Click Create a Custom Field.

3. Type a name for the custom field.

4. Select the checkbox field type.

5. If you want to specify a default setting, select the checkbox.

The checkbox is set as selected when it displays a checkmark.

The checkbox is set as cleared when it doesn't display a checkmark.

6. Click Create a New Field.

Edit Contact Fields

Contact fields are comprised of a name, field type, and default value. Changes you can make

depend on the type of contact field:

• For standard fields, you can change the default value.

• For custom fields, you can change the name or the default value.

You cannot change the field type because values may already have been defined for

contacts. Changing the field type may cause a mismatch between the field type and the

existing data.

We recommend that you set a default value that will be meaningful to customers, particularly

if you plan to use contact fields to personalize emails

. When sending a personalized email,

Campaigner uses the default value if no other value is defined. For example, a salutation

intended to display the recipient's first name (such as "Hi Allison") will use the default value if

no first name is defined for a contact (such as "Hi subscriber").

Steps to modify a custom field

1. On the Contacts tab, click the Fields tab.

2. In the Custom Fields area, click the custom field name.

Alternatively, click a custom field row, without clicking any links in the row. Click Edit from

the Action bar.

3. Change the name or default value, as required.

4. Click Update Field.

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Steps to modify the default value for a standard field

1. On the Contacts tab, click the Fields tab.

2. In the Standard Fields area, provide the new default value for the field.

The method of defining the default value depends on the field type

. For example, for text

fields, type the value in the text box.

3. Click Save.

Delete Custom Contact Fields

You can delete any custom contact field. If this field has been defined for contacts, all values

are deleted.

If you inadvertently delete a custom contact field, you will need to recreate the field and

redefine values for all contacts for which you want the value stored.

You can delete only one custom contact field at a time.

You cannot delete standard fields.

Steps

1. On the Contacts tab, click the Fields tab.

2. Click the custom contact field row, without clicking links in the row.

3. Click Delete from the Action bar.

4. Click OK.

Grouping Contacts Using Mailing Lists

Overview of Mailing Lists

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video tutorial.

Mailing lists provide an effective way to manage contacts by grouping subscribers based on

common characteristics (such as gender) or interests (such as new products or promotions).

You can build mailing lists several ways:

• By assigning contacts to mailing lists when adding

them to Campaigner

If you're adding multiple contacts at the same time, all contacts will be assigned to the

same mailing lists, which you select.

• By selecting one or more existing contacts and assigning them to a new mailing list or an

existing mailing list

• By collecting contacts using sign up forms that ask users to choose the mailing lists they

want to subscribe to.

Campaigner User Guide

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If contacts select mailing lists on the sign up form, Campaigner automatically adds

contacts to the selected mailing lists; otherwise, users are added as contacts without

being assigned to mailing lists.

A contact may be assigned to more than one mailing list. You can also choose not to assign

a contact to any mailing list.

You view mailing lists at any time. For example, you may to view the mailing lists and then

select one to see the contacts who belong to it.

Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM

policy

. Campaigner does not allow use of purchased mailing lists or other types of

inappropriate contact sources.

Mailing Lists and Segments

Segments can be used in combination with mailing lists or independently. For example, you

may want to send an email campaign to contacts in a Frequent Buyer mailing list, filtering

contacts to include only those who have made purchases in the last month.

You can add contacts to a mailing list

from a segment, which is a useful way of keeping

mailing lists current. For example, you may have a mailing list for new contacts, which you

use to send information to help them become familiar with your services. Using a segment,

you can quickly identify contacts who have been recently defined in Campaigner, and then

add them to the mailing list for new contacts.

For information about segments, see Overview of Segments

View Mailing Lists and their Contacts

You can view a list of mailing lists on the Mailing Lists tab of the Contacts tab.

This list shows the number of contacts assigned to each mailing list, whether or not each

mailing list is visible on subscription management forms, the date and time that each mailing

list was last changed, as well as the Sign Up form(s) associated to each mailing list.

For any mailing list, you can view its contacts.

Step to view contacts belonging to a mailing list

• Click the name of a mailing list.

Campaigner displays the Contacts tab, with contacts filtered to show only those

belonging to the selected mailing list.

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