A contact is a person in your MailerPress audience: an email address, with optional first name, last name, lists, tags and custom fields. Adding, finding and updating contacts is included in the free MailerPress plugin. To add many contacts at once, see Import and export contacts with a CSV file or the Migration Center.
Contact statuses
Each contact has a status, shown in the Email marketing column:
| Status | Meaning |
|---|---|
| Subscribed | The contact receives your campaigns. |
| Pending | The contact has not confirmed their subscription yet (see sign-up confirmation). |
| Unsubscribed | The contact opted out or was unsubscribed. |
| Bounced | Emails to this address bounced, meaning the recipient’s mail server rejected them, as reported by your sending provider. |
| Inactive | The contact has not engaged for a long time (see Detect and Manage Inactive Contacts). |
Add a contact
- Go to MailerPress > Audience > All Contacts and click Add a contact.
- Enter the Email (required), and optionally the First name and Last name.
- Choose the status (required): Subscribed, Unsubscribed, Pending or Inactive.
- Assign lists and tags with Select or create list and Select or create tag (type a new name to create one).
- Fill in any Custom Fields, then click Create contact.
Contacts added this way get Manual as their opt-in source (where they came from). A contact added as Pending does not receive the confirmation email.
Find contacts
Search
The search bar on All Contacts looks in email addresses, first, last and full names, opt-in sources, list and tag names, and custom field values. Type a number to also find the contact with that ID.
Status tabs and filters
- Tabs: All, Subscribed, Unsubscribed, Pending, Bounced and Inactive.
- Filters: Lists, Tags, Engagement, based on opens and clicks (Not engaged, Moderately engaged, Highly engaged), Segments (MailerPress Pro, see Manage Your Segments) and one filter per custom field, with conditions such as Equals, Contains, Before, After, Greater than or Is empty depending on the field type.
Filters add up: contacts must match all of them. Reset all filters clears them.
Columns and sorting
The table shows Email, Lists, First name, Last name, Email marketing, Last engagement and Optin source. The view options add ID, Last email sent, Emails sent, Inactivated on and your custom fields. You can sort the list by these columns.
Review a contact’s profile
Click a contact’s email address to open their profile. The header shows the status, name, email and origin (“Originated from…”), then key figures: Engagement rate, Emails sent, Open rate, Click rate, Revenue attributed to the contact, and Last engagement.
- Profile: Basic information (email, first and last name, Source, Opt-in date) and Custom fields. Click Edit to change the email address, name or custom field values, then Save.
- Audience: the contact’s Lists and Tags. Click Edit to add or remove them.
- Timeline: recent activity, such as opens and link clicks.
- Performance: open and click events, unsubscribes, revenue and last activity, for all campaigns or for one campaign selected in Campaign scope.
- Notes: internal notes about the contact. Click Add note to write one. Notes can be edited or deleted.
The Actions menu in the header changes the status (Set status) or the email address (Change email). An address already used by another contact is refused.
Update or delete several contacts
Select contacts in the table (or filter, then select all), and choose a bulk action:
- Edit contacts: Set as subscribed, Set as unsubscribed, Set as pending, Set as inactive, Assign list(s) or Assign tag(s). Assigned lists and tags are added to the existing ones.
- Export: sends the selected contacts to you as a CSV file (see Import and export contacts).
- Delete: permanently deletes the selected contacts after you confirm. Large deletions run in the background, with a progress notice above the list.
To delete one contact, use Delete in its row actions. Deletion cannot be undone and requires the permission to delete contacts (see MailerPress capabilities).
