Setting up Your Contact Manager
You can consolidate all your contacts' details and history in one place with the easy-to-use Contact Manager. It helps you remember when you should follow up with current contacts and prospects, and works hand in hand with other Marketing Solutions applications such as Website Surveys.
Setting up Contact Manager is a snap using Quick Setup. You can use an existing Business Profile or create a new one.
TIP: Using the same Business Profile for all of your Marketing Applications (Express Email Marketing 3.0, Search Engine Visibility, Website Surveys, etc.) lets you share contact information among applications.
To Set up Contact Manager
- Log in to Account Manager.
- In the My Products section, click Contact Manager.
- In the Contact Manager Account list, click Setup Account for the new account you want to set up. The Marketing Solutions Manager opens to the Quick Setup for Contact Manager tab.
- Select an existing Business Profile from the list, or click Create a new profile and complete the following fields:
- Profile Name — The name of your new profile.
- Email address — Your email address.
- Profile Type — Select business or personal profile. For a business entry, indicate if you want your profile posted to the business directory.
NOTE: You can update your Business Profile at any time. See Can I use a suppression file with Express Email Marketing? for information.
- Select that you read and agree with the Contact Manager License Agreement, and then click Continue.
- (Optional) To change Contact Manager settings:
- Time Zone — The time zone for your business.
- Add Customer Options — How you want the Add Contact page to display.
- Click Continue.
When the Congratulations message displays, click Go To Contact Manager to launch your new Contact Manager account.
