Contacts in Easify are the people or businesses you store to manage your communication and marketing activities. Contact groups help you organize these records and manage your contact lists for campaigns.
What is a Contact?
A contact is an individual record containing information used to identify and communicate with a person or business.
A contact in Easify can include the following details:
First Name: The contact's first name.
Last Name: The contact's last name.
Phone Number: The contact's phone number.
Email: The contact's email address.
Company: The company associated with the contact.
Additional Information: Three additional fields for storing relevant details.
Custom Fields: Up to 10 custom fields to capture other information relevant to your business.
A contact must have either a phone number or an email address.
What are Contact Groups?
Contact groups help you organize contacts into separate lists based on your business needs. For example, you can create groups for different campaigns, lead sources, customer categories, or business segments.
Each contact is associated with a contact group. You can add contacts individually or import multiple contacts into a group in bulk.
Easify also provides a Default contact group for organizing contacts.
For step-by-step instructions on adding and managing contacts and contact groups, see How to Add and Manage Contacts.
How are Contacts and Contact Groups Used?
Contacts store the information you need to communicate with people and businesses, while contact groups help you organize those records into manageable lists.
You can use contact groups to select contacts for campaigns and other communication activities. Keeping contact information accurate and groups organized makes it easier to manage your contacts and reach the intended audience.