Editing a Contact

  • Updated
Individual contact information can be edited from within Act-On, whether you are using All Contacts or Marketing Lists.

All Contacts

  1. Go to Contacts All Contacts > All Segments & open a segment.
  2. Hover over the contact you want to edit and on the right click  More > Edit Contact.
  3. In the Contact Report that appears, in the Info tab, click Edit Fields.
  4. Edit the fields you want, click Save & then close the Contact Report.

Marketing Lists

To edit a record within a list:

  1. Go to Contacts > Marketing Lists.
  2. Hover over the list or segment, click the green drop-down menu, and click Open.
  3. Locate the record and click on it.
  4. Click the Info tab.
  5. Click  Edit Fields.
  6. Edit the respective fields.
  7. Click Save.

To merge two lists, see the article Adding Records to an Existing List.


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