Q: Add Contact to the Contacts List

This tutorial looks at how to add contacts manually and import them to the Contacts List. Go to the navigation menu on the left side or top of the page to access this tool. Then, click on Leads - Add Contact. There are two ways of adding a contact to the database: manually (usually, this option is suitable for adding a small number of prospects) or by uploading a file into the system. ${color}[#6c56bd](How to Add the Contact Manually) To add a new name manually, you only have to fill out the given fields. After all, it is your decision on what information to include in the contact’s profile. <img src="https://storage.crisp.chat/users/helpdesk/website/2f52e085f1345000/image_g18y60.png" alt="" /> There is an option to select a category for the contact. It helps to keep your contacts sorted, which makes the process of managing the business simpler. ${color}[#f70000](!Please refer to the <a href="/en/article/add-funnel-1xfddjw/">Add Funnel</a> tutorial to learn how to create and add categories!) __ ${color}[#6c56bd](How to Add a list of Contacts) You can use the second way when trying to add many contacts. First, download the example file and use it to add your contacts to the spreadsheet. <img src="https://storage.crisp.chat/users/helpdesk/website/2f52e085f1345000/image_1s4xu5f.png" alt="" /> To upload many contacts, you will need to enter their first name, last name, email, phone number, company name, title, company URL, city, state, and country. Other fields are not mandatory. ![](ht

Q: Manage Campaigns

Analyze the essential metrics in real-time and track the efficiency of your email marketing campaigns. An email campaign is a sequence of marketing efforts that contacts multiple recipients at the same time. Email campaigns are designed to reach out to prospects at the best time and provide valuable content and relevant offers. Using email campaigns allows you to build deep and trusting relationships with your clients. Go to the navigation menu on the left side or top of the page to access this report and click on Campaign - Manage Campaigns. The report allows you to view and track the following information: <ul> <li>Who created the campaign;</li> <li>The campaign status: active, inactive, ended;</li> <li>How many senders sent the campaign;</li> <li>How many contacts the campaign was sent to;</li> <li>How many email messages (Engagements) are in each campaign (sequence);</li> <li>The number and the % of approved emails. When the sender of the email is different from the email owner, the owner must authorize the email;</li> <li>The number and the % of the future emails;</li> <li>How many emails were sent and their percentage of the total;</li> <li>How many emails had technical errors, and what is their percentage of the total.</li> </ul> *Please note that with the growth of the campaign age, the number of sent emails goes up whereas the number of the scheduled ones decreases. See an example of the email that was created three months ago. ![](https://storage.crisp.chat/users/helpdesk/website/2f52e085f1345000/image_1gl0ba7.

Question 1

Prospects Dashboard

Accepted Answer

Uncover key insights about your prospecting efforts in real-time. Track and assess the impact of every touchpoint, including email opens, views, last activity, the status of interest, and other activities.

${color}[#6c56bd](What you’ll learn from the Prospects Dashboard:)

With this dashboard, you'll be able to easily track and visualize every engagement made with prospects by you (and your team).

Who are my leading prospects? Get a daily update on prospects who showed interest in your campaign emails.
How many of my email recipients opened or viewed my sent email campaigns? Monitor how many prospects opened or viewed your sent email(s). Additionally, see their last activity and when it was. This metric is an excellent indicator of your prospect's interest and behavior and the effectiveness of your email campaigns.
What else can I track and visualize? Read below what you can learn when measuring your campaign email efforts.

You can find the report by going to the main page. Then, click on the ${color}#6503dd button next to Monitor Dashboard For Prospects And Optimization.

OR

Go to the navigation menu on the left side or top of the page. Click on Dashboard - Prospects.

${color}[#6c56bd](Lead Scoring Report)

The dashboard lists the contacts to wh

Question 2

Add Contact to the Contacts List

Accepted Answer

This tutorial looks at how to add contacts manually and import them to the Contacts List.

Go to the navigation menu on the left side or top of the page to access this tool. Then, click on Leads - Add Contact.

There are two ways of adding a contact to the database: manually (usually, this option is suitable for adding a small number of prospects) or by uploading a file into the system.

${color}[#6c56bd](How to Add the Contact Manually)

To add a new name manually, you only have to fill out the given fields. After all, it is your decision on what information to include in the contact’s profile.

There is an option to select a category for the contact. It helps to keep your contacts sorted, which makes the process of managing the business simpler. ${color}[#f70000](!Please refer to the Add Funnel tutorial to learn how to create and add categories!) __ ${color}[#6c56bd](How to Add a list of Contacts)

You can use the second way when trying to add many contacts. First, download the example file and use it to add your contacts to the spreadsheet.

To upload many contacts, you will need to enter their first name, last name, email, phone number, company name, title, company URL, city, state, and country. Other fields are not mandatory.

![](ht

Question 3

Contacts List

Accepted Answer

In real-time, analyze important indicators about your contacts. First, evaluate the impact of every metric, including email views, last activity, the status of interest, and other activities. Then, manage and track the data performance.

This report might look similar to the Prospects Dashboard one, but there is a difference. The Prospects Dashboard lists the contacts to whom the campaign email was sent, whereas the Contacts Dashboard contains all of the contacts ever added. Therefore, even if you decide to delete a contact from the Prospects Dashboard, it will remain in the Contacts one.

You can find this report by going to the navigation menu on the left side or top of the page and clicking on Leads - Contact.

${color}[#6c56bd](Lead Scoring Report)

The report lists the contacts to whom you have sent the campaign emails. Then, it ranks them based on their level of interest, pushing those with the status Interested to the top and moving down to those with the Engaged, Visited, and Not Visited status. This ranking is called Lead Scoring. Please note that the Free Subscription Plan does not include Lead Scoring.

The report allows you to view and track the following information:

Name, title, and contact details of a person;
Company name and website;
How many campaign emails were sent to them;
Category; You can assign a Catego

Question 4

Link Analytics

Accepted Answer

Analyze **data **in real-time and track the performance of shared links with your contacts.

Sharing content is the primary thing that drives the audience to your website. Sharing quality content regularly builds your site's authority and trust scores for search engines. Content is anything published by your website, business, or team about your offer. Share your content because it will help you connect with the people you want to know about it.

Go to the navigation menu on the left side or top of the page to access it and click on Share-Link Analytics. ${color}[#f70000](!For security reasons, we covered any sensitive information!)

The Link Analytics report allows you to view and track the following information:

The name and email of the contact who you shared the link with;
The company name;
Category; You can assign a Category to each prospect. ${color}[#f70000](!Please refer to the Add Funnel tutorial to learn how to create and add categories!)
The status of interest; There are four status categories marked with a different color.

Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile.
Engaged tells you that your contact opened more than two links from your email. Visited shows if the contact has opened one or two links from your email. _

Question 5

Campaign Calendar

Accepted Answer

Discover how a campaign calendar helps you organize and analyze your email campaigns.

With the help of this calendar, you can:

Track when and who will or has received your emails;
Summarize the results of your campaigns;
Gather data on individual email performance;
View the list of prospects and their reports.

On the main page, click on the ${color}#6503dd button next to Check Your Email Calendar To Verify Schedule.

OR

Go to the navigation menu on the left side or top of the page, and click on Campaign - Campaign Calendar.

All your campaign emails are displayed in the campaign calendar. You can adjust email tracking to your needs by filtering the calendar according to a specific sender, domain, or campaign. In addition, you can view this calendar by month, week, day, or in the list mode. However you choose to view the information, the calendar will show all scheduled email campaigns.

${color}#6c56bd

We are looking at the calendar with the selected specific domain name and campaign title. Plus, the week was chosen as a timeframe. ${color}[#f70000](!For security reasons, we covered any sensitive information!)

${color}[#6c56bd](Domain and Email Scheduling Rules)

You might have noticed that rules were configured for this domain. If you ha

Question 6

Manage Campaigns

Accepted Answer

Analyze the essential metrics in real-time and track the efficiency of your email marketing campaigns.

An email campaign is a sequence of marketing efforts that contacts multiple recipients at the same time. Email campaigns are designed to reach out to prospects at the best time and provide valuable content and relevant offers. Using email campaigns allows you to build deep and trusting relationships with your clients.

Go to the navigation menu on the left side or top of the page to access this report and click on Campaign - Manage Campaigns.

The report allows you to view and track the following information:

Who created the campaign;
The campaign status: active, inactive, ended;
How many senders sent the campaign;
How many contacts the campaign was sent to;
How many email messages (Engagements) are in each campaign (sequence);
The number and the % of approved emails. When the sender of the email is different from the email owner, the owner must authorize the email;
The number and the % of the future emails;
How many emails were sent and their percentage of the total;
How many emails had technical errors, and what is their percentage of the total.

*Please note that with the growth of the campaign age, the number of sent emails goes up whereas the number of the scheduled ones decreases.

See an example of the email that was created three months ago.

![](https://storage.crisp.chat/users/helpdesk/website/2f52e085f1345000/image_1gl0ba7.

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