This article describes the elements and functionality of the People page. To open the page, log into your Reply account and click People.
When you have already imported people using the Add People button, you see more options available on this page.
People page elements
|List||The list of all contacts imported into your Reply account.|
|Finder||The People Finder tool.|
|Lists||Group lists for segmenting people.|
|Import button||The + button in the right top corner of the page, allowing to import more people to your list.|
|Filter lists||Default lists filtered by the Opened, Replied, Bounced, Opted Out filters|
|More drop down||Menu opening the list of all saved filters.|
|NAME||Full name of the contact.|
|Contact's email address.|
|COMPANY||Contact's company (if specified).|
|TITLE||Contact's title (if specified).|
|CAMPAIGN||Campaign name, which a specific contact is associated with at the very moment.|
|COUNTRY||Contact's country (if specified).|
|Three dots||More options for displaying on the People page (Status, Inbox, City, State).|
|Search field||The field for searching people in the list.|
Creating filter lists
To create a new filter list, click the + button near the More drop down menu. You can add multiple properties, including custom variables added via the .CSV file importing.
You can either Apply or Save the filter after you name it and set properties for the filter.
- The Apply option allows to temporary save the filter until you navigate to another page.
- The Save option keeps the filter permanently on the People page in the More drop down menu.
When selecting people in the list, there are more icons available to perform other actions with people:
You can select 100 people on the page or all people in the list:
You can add people to the Lists group:
You can add the selected people to Campaign by selecting the Push option (if a contact isn't in any campaign currently), or select a Step (if you want to move contacts to the campaign to a specific step, or if a prospect is already in another campaign. By this action, all selected people will be automatically removed from the previous campaign, and the email will be delivered immediately despite the Step setting).
You can change prospect Status
You can remove all selected people by hitting the Trash icon.
In More drop down menu you'll find :
- option to Export all selected people into a .CSV file;
- option to Blacklist selected prospects.
When you export contacts into a .CSV file, the system also adds the following information to the standard contact fields:
- Status (for example Finished)
- OptedOut with Yes as the positive value;
- Views as the sum of all views for all campaigns the prospect has participated;
You can see the detailed contact's Profile when clicking on a prospect in the list.
It's possible to switch between contacts without closing the profile for a specific one.