Builder brands: Contacts CRM

When customers visit your website and fill out contact forms, subscribe to updates, or place orders through your WooCommerce store, those contacts are automatically saved within the Contacts CRM section of your CreativeMail dashboard. This dedicated location allows you to quickly review, respond to, and manage your contacts effectively.

This article covers how to access and manage these contacts within your CreativeMail plugin. For instructions on how to manually add individual contacts, please check out our guide on How to add contacts to an account.

In this article, we will cover the following:

• Accessing CreativeMail
• Accessing the contacts list in WordPress
• Contact details
• Email Lists

Accessing CreativeMail

To access the CreativeMail settings within your account manager, please follow the steps below:

1. Log in to your account manager via https://www.networksolutions.com/my-account/login.
2. Click Websites & Hosting from the left navigation menu.
   
   
    
3. Navigate to the hosting package that you want to access with Website Builder, then click Manage to continue.
   
   
    
4. On the main Website Builder dashboard, follow the steps below:
   1. Click the Marketing Hub tab.
      
      
       
   2. Lastly, select CreativeMail.
      
      
       

   You have successfully navigated to your CreativeMail.

    

   Accessing the contacts list in WordPress

   Once inside your WordPress site, follow these steps to launch the Contact CRM dashboard.

   1. From your WP admin side menu, select Creative Mail, then click Go to Creative Mail dashboard.
      
      
       
   2. Choose Contacts from the left menu of the Creative Mail dashboard to view your list of subscribers and customers.
      
      
       
   3. Depending on the status of your account, you will see one of the following displays:
      • Empty state: The default page for new accounts with no contacts yet.
        
        
         
      • Populated list: A view containing cards for each contact.
        
        
         
   Note: Your contacts list will appear blank until you receive your first order or form submission. All incoming information from your account's contact form and eCommerce orders will populate here automatically going forward.

    

   Contact details

   Selecting any contact from the Contacts CRM allows you to view or edit specific information. This interface provides detailed insights into their history with your brand, including labels, orders, and interaction history.

   
   
    

   Within the Contact details tab, you will see the following fields:

   1. First name
   2. Last name
   3. Email address
      Note: The Email address cannot be edited because it serves as the unique identifier used to tie contacts together. If an error exists, the contact should be manually added with the correct address or resubmitted through the website.
   4. Phone number
   5. Birthday
   6. Company
   7. Job title
   8. Contact Status
   9. Contact Tags
   10. Email Status
       Permission info: This tracks your authorization for marketing. Read more about who you can send messages to in our Permission policy for email marketing.
   11. Address
       
       

    

   Email Lists

   Email lists are utilized to categorize and add distinction to the groups in your Contact CRM. Segmenting your contacts helps ensure your marketing messages reach the intended audience based on their behaviors or source.

   
   
    

   If you are interested in further information on organization, see our guide on Creating lists for your contacts.