In the menu under contacts, click “Segments”. This will show you all your current segments. You can click on an existing segment or create a new segment. Open up the details page of the chosen segment and click on “Edit” located in the top right of the page. Click on […]
How to change the name of your segment
Changing the name of a segment is a simple process that takes very few steps. In the menu under “Contacts”, click on “Segments”. Click on the desired segment to open up its details page. On the top right corner of the page click on “Edit”. This will navigate you to […]
How to manually add a tag to a contact
Open up the “Manage Contacts” page and open up the contacts profile. Scroll down the contacts profile until you see the “Info” section. Here you will be able to manually add a tag to the contact. Click on the “Choose…” drop down menu Click the Tag you want to add. […]
How to create a segment in Adaptix
Segments provide ways to easily organize your contacts. These segments can be configured from a variety of fields. To create a new segment navigate to “Segments” in the menu under “Contacts”. In the top right corner of the “Contact Segments” […]
How do I delete contacts?
Deleting a single contact: To delete a single contact open up the “Manage contacts” page and select the contact you want to delete. Open up the contacts profile, by clicking on the contacts name, and click the down arrow located in the top right of the page. This will bring […]
How to merge contacts
When Adaptix tracks a contact’s actions (such as page hits or form submissions), it will automatically merge the contacts by unique identifiers which are: Email (or any other contact field you mark as unique identifier) Cookie If Adaptix knows the unique cookie, it will merge the actions to the contact […]
How to edit a contact
You can update a contact’s name, email address, telephone number, custom field information, and more right from their contact profile page. To Access a contact’s profile: Click “Contacts” on the left menu, which will bring down a menu, click “Manage Contacts” Click on the contact you wish to edit. […]
View contact import history in Adaptix
The list of imports can be found when you go to “Manage Contacts” tab found under the contacts tab. Open the action menu, by clicking the down arrow, and choose the “Import History” option. The import history will allow you to see a list of all your imports and: basic […]
How do I export all contacts?
Adaptix allows you to export all your contacts to either a CSV or excel file. First go to “Contacts” which will open up a drop down menu, click “Manage Contacts”. You will then see a list of all your contacts. If you would like to filter your data you can […]
How to add Contacts to your Adaptix account
Adding contacts quickly If you have contacts you would like to quickly add to Adaptix manually, and they are not in the system as part of the normal workflow (for example by completing an enquiry form or having been imported) you can use the “Quick Add” Contact button, found in […]
