Cakemail
Audience

Updating Contact Information

Description

Your contact list can be modified or updated at any time. You can, for example, enter an attribute, like a birthday, for a contact to differentiate and target that recipient. Also available are options to unsubscribe, delete, or add a contact to a suppression list.

Why It's Important

Some contacts may need to be manually removed from your list to maintain a clean list, while others may simply need their contact information changed. The resulting challenges in finding valuable information in the constantly evolving and growing contact list make managing contact information essential to organizational efficiency.

Step-by-Step Instructions

To edit a contact's information, simply follow these steps:

  1. Go to Audience then Contacts

  2. Choose your list

  3. Find, using the magnifying glass, the contact's email

  4. Click on the ... in the contact's row

  5. Select Edit You can also unsubscribe, delete, or add this contact to the suppression list

Unsubscribing keeps the contact on your list with an unsubscribed status, while deleting removes the contact entirely. See Contact status for the details.

Note: You cannot modify a contact email, this is the core of the contact information. If a person has a new email, you need to create a new contact for them.

Troubleshooting

Unable to find specific contact

  • Check if the email was typed correctly in search
  • Try searching with a partial email address
  • Make sure the contact is in the selected list
  • Check if the contact might be unsubscribed

Edit option doesn't appear

  • Make sure you clicked on the three dots menu (...)
  • Check that you have permission to edit contacts
  • Verify the contact isn't being processed
  • Try refreshing the page

Contact changes won't save

  • Check for validation errors in fields
  • Make sure email format is valid
  • Look for required fields left empty
  • Try editing one field at a time

Unable to add attributes to contact

  • Check that attributes exist for this list
  • Verify attribute data type matches input
  • Make sure date format is YYYY-MM-DD
  • Clear any trailing spaces in text fields

Bulk actions not working

  • Limit selection to 500 contacts at a time
  • Make sure all selected contacts are active
  • Check that you have necessary permissions
  • Wait for previous bulk action to complete

Contact shows wrong status

  • Allow time for status changes to update
  • Check contact history for recent changes
  • Verify contact isn't on suppression list
  • Review unsubscribe logs for this contact
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