Edit a contact

```mediawiki Navigation: Main_Page > Contacts > edit a contact

How to Edit a Contact

Editing a contact in ActiveCampaign is a crucial administrative task that enables users to keep their contact information up-to-date. This feature allows you to update vital information such as a contact's name, email address, custom fields, and list subscription statuses. Staying current with contact information not only enhances your email marketing effectiveness but also improves your customer relationship management.

How to Access a Contact's Profile Record

To edit a contact's details, follow these steps:

1. Click Contacts on the left menu. This will bring you to the Contacts Overview page. 2. Click on the contact you wish to edit. This action will open their profile record.

Once you are on the contact's profile, you can add and edit their information. It is important to note that it is not possible to add or edit a contact's avatar image through this feature.

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).

Configuration Options and Settings

When editing a contact, the key configuration options available include: - General Details section (including name, email, phone number) - Tags - Lists - Automations - Contact Tasks - Contact Notes

Best Practices and Tips

- Always obtain consent before adding contacts to new lists to comply with legal requirements. - Regularly update contact information to maintain data accuracy and relevance. - Use tags strategically to segment contacts effectively for targeted communication. - Leverage contact notes to share information among team members for improved collaboration.

Troubleshooting

If you encounter issues while editing a contact: - Ensure that all required fields are completed before saving changes. - Check for system errors displayed on the interface which can guide you to make necessary corrections. - If a contact's automation cannot be ended, confirm that you have the necessary permissions for that action.

FAQ

How can I update a contact's email address?

To update a contact's email address, access their profile, hover over the email field, click the edit icon, input the new address, and click Save Changes.

Can I remove a contact from a list?

Yes, you can update the contact's list status or remove them by selecting the appropriate option from their profile.

What happens if I forget to click "Save Changes"?

Your updates will not be recorded until you click the Save Changes button; unsaved changes will be lost.

Can I edit a contact's avatar image?

No, it is not possible to add or edit a contact's avatar image through their profile.

How do I access contact tasks?

Contact tasks can be managed in the Open Tasks section of a contact's profile, where you can add or edit tasks related to that contact.

Are tags mandatory to use?

Tags are not mandatory but are highly recommended for better organization and segmentation of your contacts.

Where can I find more resources about contacts?

For additional information regarding contacts, visit the Contacts category and explore the provided articles related to managing contacts in ActiveCampaign. ```