Editing Edit a contact (section)

== Step-by-step Instructions ==

=== Update Fields ===

The "General Details" section contains both standard and custom fields that relate to the contact. This section includes information such as the contact's name, email address, phone number, account, job title, and any custom fields that you have created. Follow these steps to update a contact's fields:

1. Hover your mouse over the field you want to edit.
2. Click the '''edit (pencil) icon''' that appears.
3. Enter the new information into the field.
4. Repeat steps 1-3 for any additional fields you wish to update.
5. Once you are finished making updates, click the '''Save Changes''' button.

**Important**: Changes will not automatically save as you make edits; you must click the '''Save Changes''' button to confirm them. If you leave any required fields blank, a message will display notifying you that the changes cannot be saved.

=== Manage a Contact's Tags, Lists, and Automations ===

Tags, Lists, and Automations are found in the profile record under the '''Fields''' section. This allows you to manage how a contact is categorized and what communications they receive.

==== Tags ====

Tags provide a flexible way to categorize contacts. Here’s how to manage tags:

* '''How to add a tag:'''
    1. Click the '''Enter tag''' field.
    2. Type in the tag you wish to assign.
    3. Press either '''Enter''', '''Tab''', or '''Comma''' to save it.

* '''How to remove a tag:'''
    1. Click the '''x''' next to the tag you want to remove from the contact's profile.

For more information on using tags effectively, check out these resources:
- [What are tags?](https://www.activecampaign.com/learn/guides/what-are-tags?)
- [Best practices for using Tags in ActiveCampaign](https://help.activecampaign.com/hc/en-us/articles/115001852844)
- [How can I use tags to keep my contacts organized?](https://help.activecampaign.com/hc/en-us/articles/222478508)
- [How to use tags in your ActiveCampaign account](https://help.activecampaign.com/hc/en-us/articles/115001860744)

==== Lists ====

You can manage your contact's list subscriptions from their profile. This includes adding them to new lists or updating their existing subscription status. It is critical to obtain explicit permission from contacts before adding them to any mailing list.

* '''How to add a contact to a list:'''
    1. Click the '''Add''' button.
    2. A modal window will appear. Select the list you want to add the contact to.
    3. Click the '''OK''' button.

* '''How to update a contact's list status:'''
    1. Click on the list name.
    2. A modal window will appear. Use the '''Status''' dropdown to select a new status.

==== Automations ====

Within the Automations section of a contact's record, you can manage their progression through automation sequences.

* '''How to add a contact to an automation:'''
    1. Click the '''Add''' button.
    2. Select the automation from the modal window that appears.
    3. Click '''Okay'''.

* '''How to end an automation for a contact:'''
    1. Click the name of the automation you wish to stop for the contact.
    2. A modal window will appear. Click the '''End''' button.

* '''How to view a contact's path in an automation:'''
    1. Click the name of the automation.
    2. Click the '''View''' button in the modal that appears to see the contact's history and actions within the automation.

For more detailed instructions on Automations, refer to these resources:
- [What are automations in ActiveCampaign?](https://help.activecampaign.com/hc/en-us/articles/218788657)
- [How to create a new automation from scratch](https://help.activecampaign.com/hc/en-us/articles/218788687)
- [How to use the automation builder](https://help.activecampaign.com/hc/en-us/articles/222921988)

=== Add or Edit a Contact Task ===

You can add tasks related to a contact that can be assigned to other account users. Follow these steps to add a new contact task:

1. Navigate to the bottom of the contact's record.
2. Click the '''Add Contact Task''' tab.
   
Alternatively, you can add a task through the dropdown next to the '''Send a Campaign''' button at the top right of the contact's record. Select the '''Add a Task''' option.

In the Task Bar that appears, you can:
* Write the task into the designated space.
* Select the task type using the dropdown.
* Set a date and time for the task.
* Specify a duration for the task.
* Assign the task using the dropdown.
* Set a reminder for the task.

To edit an existing task:
1. Click on the task in the '''Open Tasks''' section.
2. In the task window, you can modify the details as needed, including assigning it to a different user, updating the title, or changing its status to complete.

=== Create a Contact Note ===

Notes can be added to a contact's profile at any time to capture important details. Here’s how to add a note:

1. Click the '''Add Note''' tab at the bottom of the contact's profile record.
2. Type your note in the expanding window.
3. Click the '''Add''' button to save.

Alternatively, you can access this feature from the dropdown next to the '''Send a Campaign''' button by selecting the '''Add a Note''' option.

If you automate the note, the contact will be added to any selected active automation right away.

=== Send a 1:1 Email from the Contact Record ===

You can send personal, one-off emails to your contacts directly from their profile. For detailed instructions on this, refer to [this article](https://help.activecampaign.com/hc/en-us/articles/115001103144).