Contact List Management

Last Updated: Mar 14, 2014 10:52AM PDT

The Contact List is a way to store information regarding both your customers and potential customers. You can access by clicking on Communications under the Organizer column.

 

Contacts List

Customers who have placed orders from your site will have their name and e-mail address stored in the Contact List. This will include how many orders they have placed and when their last order was placed. What group or gallery they ordered from will also be added to a tagged list.
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Customers who have registered with your site will have their name and e-mail address added.

Visitors who accessed a group, gallery, or collection that had visitor sign in turned on will have their information stored in the Contact List, as long as this option was checked in the settings.

Contacts may also be added manually or imported from a CSV file.

Manually Add a Contact to the Contact List

  1. Go to the Communication tab in the Organizer and select Contact List.
  2. Click Add Contact. New form fields will appear.
  3. Enter the contact e-mail address in the form field.
  4. Enter the contact name in the form field
  5. Select the Tag dropdown list. A popup window will appear.
  6. Check the groups, galleries, or collections you will to apply to this contact.
  7. Click Apply to apply the tags.
  8. Click Add to finish entering the contact.

Add Contact

To enter more details such as a phone number and notes, or to add new tags, click on a specific name in the contact list.

Edit Contact

Import Contacts to Contact List

  1. Go to the Communication tab in the Organizer and select Contact List.
  2. Click Import. An import contacts window will appear.
  3. Select to import a CSV file, or you may add contacts manually by pasting a list of addresses separated by commas.
  4. For duplicates, choose to overwrite entries or discard the imported entry.
  5. Click the dropdown menu, check the groups, galleries, and collections that you wish to have tagged with these contacts, and click apply.
  6. Click Import to finish entering the contacts.

Import Contact

Export Contacts from Contact List

Contacts lists can be exported from Zenfolio in a comma-separated values (CSV) file format. This is a plain text file widely supported by programs such as Microsoft Excel and Address Book.

 
Name
E-mail Address
Primary Phone
Notes
Dave Dupont
ddupont@zenfolio.com
   
Adam Faber
afaber@zenfolio.com
444-444-4444
Current Employee
Steve Hall
shall@zenfolio.com
   
Robert Edwards
redwards@zenfolio.com
111-111-1111
Loves photos of flowers
 


The exported CSV file can easily be modified in a text editor for copy and pasting entries, or though a program such as Microsoft Excel, which will allow the adjustment of entire columns and rows.

 

To export the contact list:
 

  1. Go to the Communication tab in the Organizer and select Contact List.
  2. Click Export All. You will be asked to save a contacts.csv file to your hard drive.

Export Contacts