![]() In your contact list, click List Options.If you are a directory admin, make sure that deduplication rules are configured in the directory settings. First, understand what the deduplication rules are in your directory.You can update contact information in bulk by following the steps below: Sometimes you may want to update contact information for many contacts all at once. For a guide to identifying XM Directory vs. Qtip: This method is not available for XM Directory Lite users. Add to list: Allows you to add the selected contacts to or remove them from another list.This works the same as it does in the directory. Edit: Edit the contact details, such as name, email address, and embedded data.Contact ActionsĬontact actions can be accessed by clicking the gear next to a contact’s name in the menu. You can also edit multiple contacts in the list by selecting contacts with the checkboxes along the left and then using the gear dropdown on the far-right. ![]() Otherwise, this timeline works exactly as it does in the Directory Contacts tab, including the fact that it is inaccessible when you select multiple contacts at a time. For example, if Dorothy’s in three different contact lists, and has been sent a different survey invite for each mailing list, only the selected mailing list’s invite and survey response will be shown. The touchpoint timeline along the bottom only displays data for the contact for this specific mailing list. If the contact belongs to another mailing list, those statistics will be excluded here. This information only applies to invitations sent to this mailing list. The Contact Stats section contains information on the number of times the contact has been sent invites, and when. If the contact is only in Mailing List 1, this section will be blank. For example, if you are looking at Mailing List 1 but the contact is also in Mailing List 2, then only Mailing List 2 will appear in this section. This section only contains information for mailing lists other than the one you are viewing. Here the values can be edited by highlighting or clicking into them. This section also contains embedded data saved to the contact. The Opted In status refers to whether the contact is opted into the mailing list, not the entire directory.Ĭhanges made to the contact information will be reflected in the directory, too. The Attributes section contains editable contact information. The information in the menu is almost exactly the same as the contact information menu in the Directory Contacts tab, except where otherwise noted below. When you select a contact, a menu opens to the right containing information about them. Qtip: For more on Mailing List Options and Creating a Mailing List, see the linked support pages.
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