Preparing your CSV file to align with Adaptix will help the import run more smoothly and avoid common errors. Contacts can be imported via the user interface from a CSV file. You can import from the browser or in the background via a cron job. Import file requirements: The CSV […]
How to import contacts into Adaptix from a CSV file
Contacts can be imported via the user interface from a CSV file. You can import from the browser or in the background via a cron job. When an import job creates or updates a contact, you’ll see that action in the Contact history or in recent activities. Follow these simple […]
How to send a one-to-one email to a contact
Sending a one-to-one email to a contact is a simple and efficient process when using Adaptix. First, you will go on the Menu and click on “Contacts” , this will pull up a drop down menu in which you will click “Manage contacts”. Then, in the filtering search bar ,located […]
Contact Scoring in Adaptix
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 but points can expire. Points: A score that is an […]
How to sort and filter contacts in your Adaptix account
Sorting and filtering contacts offers a way to cut through the noise and find just the data you want to see. You can sort your contacts by any of the column headers. Filtering helps you narrow your list to the criteria you input. This can help your contact list become […]
What does it mean if a contact is confirmed, unconfirmed, unsubscribed, or bounced?
Confirmed contacts are all contacts that are in at least one segment and Unconfirmed contacts are all contacts that are not in a segment. Segments are used to organize contacts. Unsubscribed contacts are contacts that have marked themselves as unsubscribed. They have either manually unsubscribed by clicking an unsubscribe link […]
How does contact management work in Adaptix?
The manage contacts page is the main interface through which you can view and interact with your contacts. Each contact has a detail page where you can see what Adaptix knows about them. Contacts are the central factor of a marketing automation platform. These are all the individuals who have […]
