How to manage and analyze a contact list?

Once you have imported your contacts into a list, you can perform a number of actions that provide complete control over your database:

Search | Analyze contacts | Add contacts | Selection | Export | Columns |

Calculate the civility | Statistics | Empty

Sort your data |  Edit a column header | Create a new campaign | Create a

new targeting | You do not visualize all these action buttons?

Search for a contact

The search bar allows you to search for data in all columns of your recipient list.

You can check that a contact is present in the list by entering his name or email address for example. You are free to keep this contact or delete it from the recipient list.

Add contacts

You can add contacts to an existing list, or replace your entire current contact list with a new list. To learn more about this, click here.

Analyze contacts

This function allows you to clean up your database.

A window offering the analysis of your emails automatically opens with each import, but you can restart it at any time. By clicking on this option, you have the option to check the boxes of your choice to perform the analyzes that you find interesting.


The analysis screen has 2 tabs: the analysis of email addresses, and the analysis of mobile numbers.

In the "Email Addresses" tab, you can check the following boxes:

• Analyze Duplicates: Mailify automatically detects duplicate or triple email addresses and retains only one to avoid sending the same message multiple times to the same contact.
  
  
• Analyze syntax: Mailify corrects erroneous email addresses (ex: an @ gmial.com address will be automatically corrected in @ gmail.com), which can happen when your contacts are wrong or make a typo when registering to your list
  
  
• Test the existence of the domain name: Mailify verifies that the domain name does exist in order to avoid spending credits for nothing.
  
  

In the "Mobile Phone Numbers" tab, you can check the following boxes:

• Analyze duplicates: as for emails, Mailify checks for you that you have not imported numbers in several times to keep only one.
  
  
• Syntax Analysis: Check that the number formats are correct and that they correspond to the country code used. If Mailify detects an error on a number, it is automatically excluded from your list of recipients.
  
  
  
  

You can also choose the country code that will be used by default for all numbers that do not.


Even if you do not check all the boxes or do not perform an analysis, Mailify will always analyze duplicates, NPAIs and exclude emails from your unsubscription list.

After analysis, you can view the contacts that have been excluded from your recipient list in the "Excluded" tab above the list. You have the option to manually re-enter a contact by clicking on the [IMG] arrow.

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Selection

This tool allows you to make a selection of contacts before taking any action on these contacts. In this menu, you have several options:

• Select all: selects all the recipients to perform a group action on the set (export, delete ...)
• Deselect All: deselect previously selected recipients
• Invert Selection: deselect selected recipients to choose all contacts that were not initially selected instead
• Delete Selected: Deletes the selected recipients from your list.

Export

If you have imported a file/database, and made changes to it in Mailify, you can retrieve your updated list with this function.

Columns

This button allows you to add columns to your list and manage or modify existing columns (change their name, type, or delete them).


If some information in your list is not useful for your email campaign, you can disable unnecessary columns.

If you are about to import a new file to complete your current list, and it includes additional columns, you can prepare the import by adding the new columns already in the structure of your current list.

Generate the title

You want to customize your email campaign but your list contains hundreds of contacts without a title?

This option allows you to automatically add a title ("Madam"/"Sir") in front of each contact in your list, as long as it has a "First Name" column.

Mailify Sunrise's algorithm automatically generates the title of your contact according to your first name.

In case of doubt about the title of a contact, the associated title will be "Sir or Madam" (example, for a first name that is written in the same way when it is masculine or feminine).

You can customize the way you want to write the titles of each contact: for example, for a man, you can choose to indicate "Sir", "Mr", "Mr." or another spelling, at your convenience.

Statistics

This option tells you the distribution of the domain names of contacts in your list." Mailify concatenates the same domain names and tells you the number and percentage they represent in your list.

This information can be useful - in the case of an email campaign - to test its display on one or more couriers (the ones represented in your list) before sending it.

Empty 

This option removes all the contacts included in your list.

Be careful, this operation will be irreversible.

Edit a column header

You can edit the title of your columns as you see fit. By clicking on the title of the column, a cursor appears and allows you to customize your title.

Sort recipients

You can sort the order of appearance of your recipients according to your wishes. For this, choose the variable according to which you wish to sort your contacts. Click on the arrow next to the title of the column concerned.

The sorting will be in ascending order, then in decreasing order (if it is numeric data) or in alphabetical order and its inverse (if it is textual data).

Create a new campaign from a list

Once you have made all the adjustments and checks that you thought necessary on your contact list, you can create an email campaign, an SMS campaign or an automated campaign directly from your list, by clicking on the button " Create a campaign "at the top right of this page:

Segment your list

You can also create new segment to focus your campaign on a specific target group of your list.

If your list has multiple recipient types, you do not have to create as many lists as there are recipient types. You can have a single list, and create as many target groups as you do with recipient types by creating segments.

For example, if your list consists of customers from France and Spain, you can create a single "Customers" list, and segment your list by isolating your French and Spanish customers, so tailor your communication to each of these types of clients without having to create multiple customer lists.

To do this, create as many target groups as you want by clicking on the "Targeting" button at the top of your list: 

For more information on how to create a targeting, click here.

You can't find all the options listed above?

Note that some options may not be instantly visible on your screen.

In fact, depending on your resolution, it may happen that one or more buttons are hidden. If this is the case, you will find them by clicking on the icon to the right of the last visible option: