Logo Help Portal
  • Getting Started

    Introduction

    • Onboarding overview
    • Project Initiation
    • Email compliance
    • Account Administration

    Data

    • Data exchange
    • Data onboarding
    • Web data collection
    • Strategic Platform Integrations

    Channels

    • Email onboarding
    • Smart Insight
    • Predict
  • Training

    Resources

    • Introduction
    • Online Self-learning
    • Onboarding Videos

    Events

    • Instructor-led Training
    • Webinars
    • Seminars
    • Training Calendar
  • User Guides

    Strategy

    • Personalization
    • Automation
    • Data Monitoring

    Channels

    • Email
    • Mobile Apps
    • Web
    • Ads
    • SMS

    Add-ons

    • Smart Insight
    • Predict
    • Incentive Recommendation
    • AIM
    • Relational Data
  • News & Support
    Forrester Wave CCCM (Independent Platforms) Report Q4 2019

    News

    • What’s New in the Emarsys Platform
    • Updates from the CSA
    • Pilot-Features
    • Articles on Data Protection and GDPR

    Support

    • Help and Support at Emarsys
    • Managing your user profile
    • Preparing for Black Friday 2019
    • Black Friday 2019 - Best practices
  • |
  • Partners

    Enhance Partners

    • Getting Started as an Emarsys Partner
    • The Emarsys Integration Platform
    • Automation Center Integrations
  • Developers
  • System Status
Need help?
English Deutsch Español Français Русский Türkçe 简体中文 Test New Chat
Sign in
  • Data Management
  • Managing Your Contacts
  • 0 Data Management Managing Your Contacts

In this section:

  • End-user guides:: New contact registrations
  • End-user guides:: Adding contacts to your account
  • Overview:: Data Import - Overview
  • End-user guides:: Data Import - End-user guide
  • Troubleshooting:: Duplication handling
  • End-user guides:: Deleting contacts
  • Overview:: Data Import FAQ
EDIT
Expand all

End-user guides:: Adding contacts to your account

Updated: November 13, 2019 01:00
115005198969
End-user guides:: Adding contacts to your account

There are a number of ways you can add new contacts to Emarsys.

  • Registration forms
  • Manual and automated imports
  • Using the API
  • Using HTTP feeds
  • Adding contacts manually

Registration forms

Emarsys has a simple, intuitive Forms Editor where you can create registration forms; no specialized technical or HTML knowledge is required. Then you can either:

  • Link to them directly from your website.
  • Export the HTML code and embed them directly in your website.

If you have a corporate Facebook account, you can also embed Emarsys forms directly in one of your pages.

Manual and automated imports

You can also import entire contact lists into your Emarsys database, either manually or automatically via the auto-import feature.

Using the API

If you have development resources available, the Emarsys API is the fastest and most efficient way to use your existing registration forms to import contacts directly into the Emarsys database. Please direct your technical support staff to the Emarsys API Documentation and the use case on Updating Contacts.

Using HTTP feeds

If you are not using the Emarsys API, but do have some technical understanding, you can use the Emarsys Forms Editor to set up HTTP feeds to collect registrations and pass them to Emarsys. This document will explain how this works: – Using HTTPS Feeds in Emarsys.

Adding contacts manually

If you go to the Contacts tab and select Add Contact, you are moved to the Contact Properties page. For each new contact, five tabs are available:

  • General
  • Personal
  • Company
  • Other
  • Communications

Enter the contact information as required.

Viewing field history

Via the History link you can view the changes made to a field. Originally, this was developed to track changes in the opt-in and multi opt-in fields. If a field has been changed, either manually or by an administrator, duplication handling or online via a registration form, the History link is displayed next to it.

Click the link to see what has changed.

  • Date/time shows when changes were made.
  • Value shows which entry has replaced the original one. If the box is empty, the previous value was replaced by a zero-entry field.
  • Source/Admin shows you how/by whom the change was made:
    • Admin –  changes were made manually by the Administrator.
    • Import –  changes are due to an import.
    • Duplication Handling – changes result from a manual merge via duplication handling.
    • Form – changes are due to a registered contact who subscribed again via one of your registration forms. The source "form" is only displayed if the contact re-registered with the same key data (first, last name and email address) and has thereby changed one field value.

In the IP column you can see the IP address of the PC on which the changes via registration form were made. Emarsys is bound by legal requirements to record and display this address.

Viewing communications

The Communications tab lists all incoming and outgoing messages (e.g. newsletters, promotion emails) between you and a contact. To filter the messages by outgoing or incoming date, activate the corresponding option. You can also view the name of the Email campaign, the Email type (promotion, newsletter or on-event), the Recipient (for incoming contact requests) and the email Subject line; all these columns can be sorted alphabetically.

Viewing and adding remarks

You can enter individual notes on a contact. This way, all communication information (e.g. phone calls, meetings) can be tracked. All existing notes are displayed with their creation date, subject line, author and change date. You can rearrange the notes by clicking the corresponding column header.

Click Show all to see an overview of all notes. Remarks can be viewed, edited or deleted. Click Preview to display a window with the selected remark; click Edit to change the subject line and/or the text of the remark. To undo your changes, click Reset. To finish your editing, click Save.

Was this article helpful?

Have more questions? Submit a request
Return to top

Emarsys is a Leader

You may also be interested in:

Related articles

  • Overview:: Data Import - Overview
  • Introduction to the Emarsys API
  • End-user guides:: Data Import - End-user guide
  • List of all public API endpoints
  • Preparing your product data file
Copyright © 2019 Emarsys eMarketing Systems. All rights reserved
Legal Notice Privacy Policy Master Services Agreement Anti-spam Policy