Contacts Tab

Contacts Overview
The Contacts tab controls individual contacts and which contact list they join. It consists of ten screens: View all Contacts - view/search for contacts...
Tue, Aug 1, 2017 at 1:51 PM
View All Contacts
Find the View All Contacts subtab under the Contacts tab. Search, select, add, edit, and delete all contacts across the current reward program and locat...
Tue, Aug 1, 2017 at 2:17 PM
Search Contacts (TBD)
Find the Search Contacts subtab under the Contacts tab. NOTE - This feature has seen some revisions, so the video doesn't completely match the curr...
Tue, Aug 1, 2017 at 5:35 PM
Add a Contact
Find the Add A Contact subtab under the Contacts tab. Permits employees, managers and business owners to add a contact to the current reward progam by-p...
Tue, Aug 1, 2017 at 5:33 PM
Add or Remove Member Offer (TBD)
(Need to build this page)
Fri, Jul 14, 2017 at 9:48 PM
Import Contacts from a File
Find the Importing Contacts From a File subtab under the Contacts tab. Outlines the steps to import a contacts from an external file. NOTE - Import...
Tue, Aug 1, 2017 at 6:06 PM
Imported Contacts Log
Find the Import Contacts From a File subtab under the Contacts tab. The imported contacts log is a snapshot of completed contact imports or current impo...
Tue, Aug 1, 2017 at 6:13 PM
Export Contacts to a File
Find the Export Contacts to a File subtab under the Contacts tab. This screen exports contacts to an external file on your computer. Contacts -> ...
Tue, Aug 1, 2017 at 6:50 PM
Remove Contacts
Find the Remove Contacts subtab under the Contacts tab. At times, you may need to remove a contact from the system (for example when their email address...
Tue, Aug 1, 2017 at 6:56 PM
Move to a New List
Find the Move to New List subtab under the Contacts tab. Moves a contact to another contact list. Contacts -> Move to a New List Click the imag...
Tue, Aug 1, 2017 at 7:37 PM