First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Contact Management Options
The Admin role in your account has the following advanced contact management permissions:
- Adding emails to the local blacklist.
- Removing emails from the local blacklist.
- Adding phone numbers to the local blacklist.
- Removing phone numbers from the local blacklist.
- Unsubscribing emails and editing contact subscription categories (also available for the Marketer role)
Note
Contact our Support Service if you need to manage other functions, not available for the Admin role.
Adding Emails to the Local Blacklist
To add emails to the local blacklist:
1. Go to Contacts → All contacts.
2. Select the Add email to blacklist icon beside a contact.
3. In the popup window, click Done.
The email address of a contact added to the local blacklist shows crossed in the list, and the Add email to blacklist icon for that contact is replaced with the Exclude email from blacklist icon.
Removing Emails from the Local Blacklist
To remove emails from the local blacklist:
1. Go to Contacts → All contacts and select Blacklisted in the Email section of the left-hand side menu.
2. Select the Exclude email from blacklist icon beside a contact.
3. In the popup window, click Done.
The email address of a contact removed from the local blacklist disappears from the list of the blacklisted emails, and the Exclude email from blacklist icon for that contact is replaced with the Add email to blacklist icon.
Adding Phone Numbers to the Local Blacklist
To add phone numbers to the local blacklist:
1. Go to Contacts → All contacts.
2. Select the Add phone number to blacklist icon beside a contact.
3. In the popup window, click Add.
The phone number of a contact added to the local blacklist shows crossed in the list, and the Add phone to blacklist icon for that contact is replaced with the Exclude phone from blacklist icon.
Removing Phone Numbers from the Local Blacklist
To remove phone numbers from the local blacklist:
1. Go to Contacts → All contacts and select Blacklisted in the Phone number section in the left-hand side menu.
2. Select the Exclude phone from blacklist icon beside a contact.
The phone number of a contact removed from the local blacklist disappears from the list of the blacklisted phones, and the Exclude phone from blacklist icon for that contact is replaced with the Add phone to blacklist icon.
Unsubscribing Emails
Important
The Admin role permissions allow you only to unsubscribe email addresses. It is not possible to add them again manually to a subscription category.
To unsubscribe emails:
1. Go to Contacts → All contacts.
2. Select the Unsubscribe contact’s email icon beside a contact.
3. In the popup window, click Unsubscribe.
The email address of a contact removed from the subscription category shows in red in the list, and the Unsubscribe contact’s email icon for that contact disappears.
Information about which user unsubscribed will be displayed on the Contact information tab.
Editing Contact Subscription Categories
Editing contacts’ subscription category allows only deleting a contact from a category. Read the Subscription Categories article to learn about adding a contact to a subscription category.
To edit subscription categories for a contact:
1. Go to Contacts → All contacts.
2. Select the Edit contact subscription icon beside a contact.
3. In the popup window, clear the box beside the category name that you wish to remove for the contact, then click Done.
The contact is removed from the subscription category that you unselected.
Deleting Contacts
To delete contact:
-
Go to Contacts → All Contacts.
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Click the Delete contact icon beside a contact.
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Specify the delete reason (optional) and click Delete.
If you need to delete a large number of contacts, use deletion with segments.
More about Segment Management Options.
