Segments are the primary way to broadly group contacts based on interest, messaging type, engagement, etc. In Adaptix, you have the flexibility to create as many segments as you like. When deciding if you should have a single segment or multiple segments, it’s best to review the type of messaging […]
What is the difference between segments and tags in Adaptix?
Segments and Tags are two of the most common ways to group your contacts in Adaptix. In Adaptix, you can use segments and tags collectively to create various groupings. Using tags with lists can help you create highly targeted segments so that you can effectively engage with the right contacts […]
How do I see my recent imports?
The “Import History” tab will allow you to see all your recent imports in your Adaptix account. You can click on each import link to view your import results. On the Adaptix Menu, under “Contacts”, open up “Manage Contacts”. In the top right corner of the page click on the […]
Can I add, edit, or remove a picture for a contact?
Yes, Adaptix allows you to add, edit, or remove a picture for a contact. Open up your contacts profile and click “Edit” . Under “Preferred profile image” , click “custom” > “choose file”. Upload the picture This will allow you to add a picture to your contact To remove a […]
What is a contact score?
A contact score is one of two types of lead scores that you can create in your Adaptix account and is used to evaluate and prioritize the quality of your leads. There is not a maximum limit on score values. A contact score is a numerical value that is assigned […]
Do I need to have an email address for all contacts?
Yes, all contacts in your Adaptix account must have an email address associated with it.
My import failed. What can I do?
You tried to import your contacts but it didn’t work. This can happen for a variety of reasons. Luckily, this is easily fixed! Common reasons why an import failed: Make sure that you first have all the fields set up under ‘Manage fields’ which correspond to the information you are […]
Why do some of my contacts have social media links?
Social If the social plugins like Facebook or Twitter are enabled and authorized and the contact provided you a username for a social network, Adaptix can display their feed for the social network in the Social tab. You can nurture these contacts through the Adaptix marketing automation platform, learn more […]
How to organize your contacts in Adaptix
Adaptix allows you to organize your contacts in several different ways. Create a List Segment Segments provide ways to easily organize your contacts. When viewing all segments you will notice the column on the right which shows the number of contacts matching that particular segment. To create a new segment […]
How to assign ownership of a Company
In the Adaptix menu, click on “Companies” Open up the Company’s detail page by clicking the name of the Company you want to assign ownership of. In the top right corner of the page click “Edit” On the left side of the page there below “Company Owner” , click the […]
