How to manage Contacts in the Customers app

Realizing the full potential of your database relies on your ability to manage Contacts efficiently and keep your records precise. The Customers app provides the functionality to grow your list by adding individuals or importing contact files while ensuring existing information stays correct through easy editing. It also gives you the flexibility to remove outdated entries and handle unsubscription requests, so your system remains organized. By mastering these functions, you allow your business to maintain valuable connections that add true worth to your daily operations.

In this article, we will discuss:

• Accessing the Customers app in the Network Solutions account
• What information do I have about my Contacts?
• Activity streams: What activities are being tracked?
• Managing Contacts in the Customers app
• Related articles
• Review

Accessing the Customers app in the Network Solutions account

1. Log in to your account via https://www.networksolutions.com/my-account/login.
2. Click Customers from the left navigation menu.
   
3. If you have multiple domains, select which of the domains from the list you want to manage, then click View Customers to proceed.
   
   

What information do I have about my Contacts?

Once you click on the contact that you want to manage and view the Contact Details, it shows the following:

1. Customer information: Displays the default view of your customers’ information. You can expand the list by tapping View All and collapse it by tapping View Less. The details include:
    
   • Name
   • Contact Status
   • Phone
   • Address
   • Company
   • Job Title
    
   Important: The email address and subscription status are the most valuable pieces of information, so they sit at the top of the Contact Details view. This layout lets you immediately check if a user is Subscribed, Unsubscribed, or Not Specified.
2. Lists: Displays all of the Custom or Automated lists this contact is included in. For more information on adding or removing the lists from a contact, see Editing Contacts.
3. Activity: Provides a history of all the activities that have been tracked for this specific contact. See the Activity Streams section to learn more.

Activity streams: What activities are being tracked?

By providing you with a clear and complete Activity Stream. This timeline shows the full history of your relationship, tracking everything they have done and everything you have done. It automatically records every email sent, product purchased, service booked, and subscription change. You can also add your own notes from phone calls, so you never forget a detail. By having this full story in one place, you can respond faster to needs and spot new ways to grow your business, ensuring you always treat your contacts like people, not just data.

• Select a contact: Click on the contact that you want to manage and view the Activity to proceed.
• Activity: This section provides you with a historical timeline of activities for a specific contact. Each activity is summarized, and for those that have additional information available, clicking on the chevron will expand to provide further information.
• Filter Activities: It allows you to easily find the Activity information you're looking for.
• Appointment Booked:
• Product Purchased:
• Email Campaign:
• + Add Note: Allows you to add additional information as a beneficial follow-up guide for your next interaction with your customer.
   
  Info

  • Use Edit Note only to correct mistakes, such as typos.
  • To document new interactions, please create a new note so it appears chronologically in your history.
  • Editing a note will not change its place in the timeline, but it will display an Edited indicator.

Managing Contacts in the Customers app

Follow the steps below and learn to manage Contacts in the Network Solutions Customers app.

Editing Contacts

Below are the steps to edit existing contacts and modify the information:

1. Click on the vertical ellipses of the Contact that you want to manage, then select Edit.
   
   
    
2. Fill in all the additional information for the selected Contact, then click Save & Close.
   

Deleting Contacts

Below are the steps to delete existing contacts.

1. Click on the vertical ellipses of the Contact that you want to manage, then select Delete.
   
   
    
2. Tap Yes, Delete to remove the selected Contact.
   

Unsubscribing Contacts

Below are the steps to unsubscribe from contacts:

1. Click on the vertical ellipses of the Contact that you want to manage, then select Edit.
   
   
    
2. Alternatively, you can directly click on a Contact from the list, which will take you to the Contact Details, and click the Edit Contact button to proceed with unsubscribing.
   
   
    
3. Tap the Email Status drop-down, select Unsubscribed, then click Save & Close.
   

Related articles

• Customers app: Importance and benefits
• How to manage Custom contact lists in the Customers app
• Manage Automated contact lists in the Customers app
• How to Import Contacts in the Customers app
• How to manage Contact Forms in the Customers app
• How to Add a Contact in the Customers app