Editing Contact Management (section)

== Step-by-Step Instructions ==
This section will guide you through the various functionalities of contact management within ActiveCampaign.

=== Creating Contacts ===
Contacts can be created in several ways:

* **Email-only Forms**: When a contact submits an email-only form:
   - If the provided email does not match existing records, a new contact is created.
   - If it matches an existing record, that record is updated.

* **Phone-only Forms**: When a contact provides only a phone number:
   - A new contact is created if the number does not already exist.
   - If it matches an existing record without an email, that record is updated.
   - If it matches a record that has an email, a new phone-only contact is created.

* **Email and Phone Forms**: When both email and phone number are provided:
   - A new contact is created if both are new.
   - Various combinations can result in updates or the creation of new contacts based on existing information, as detailed in the provided scenarios.

=== Managing Contacts ===
On the '''Contacts Overview''' page, you can manage your contacts effectively. Here’s how:

1. **Filter and Sort Contacts**: Use filters to sort contacts by their lists, statuses such as confirmed or unsubscribed, as well as tags. Adjust columns displayed by clicking the gear icon in the upper right corner.
   
2. **Search Contacts**: To search for a specific contact, use the search field at the top right of the contact list. You can search by either name or email address.

3. **Advanced Search**: If you want to find groups of contacts that meet specific conditions, click into the search field and select '''Advanced Search'''. You can segment contacts based on tags, activities, locations, and other criteria.

=== Bulk Actions ===
To save time when managing multiple contacts, you can use the '''Bulk Editor''', allowing you to add or remove contacts from lists, modify tags, and update fields all at once.

=== Tag Management ===
Tags help organize contacts and enhance segmentation. Access the '''Tag Manager''' by clicking on '''Tags''' in the Contacts Overview, where you can create, edit, and merge tags as necessary.

=== Custom Contact Fields ===
ActiveCampaign allows you to create '''Custom Contact Fields''' to store specific information that may be unique to your business. You can create various field types depending on the type of data you wish to store.

=== Contact Scoring ===
The '''Contact Scoring''' feature assigns scores to your contacts based on their engagement levels, making it easier to prioritize interactions with potential leads.

=== Database Sync ===
If you need to import contacts, the '''Database Sync''' option allows you to integrate contacts from MySQL, MSSQL, or PostgreSQL databases efficiently.

=== Exclusions Management ===
Use the '''List Exclusions''' feature to block specific email addresses from receiving communications, ensuring your campaigns are sent only to quality contacts.

=== Expedited List Cleanup ===
Implement the '''Expedited List Cleanup''' automation to remove unengaged contacts from your lists, which helps maintain the health of your subscriber base.