All Contacts is the central place to manage your Act-On Contacts.

To access All Contacts, go to Contacts > All Contacts.

• Key highlights on this page include:
• A hierarchical list of segments, all based on the Act-On Contacts overall list
• Easy filters to allow you to quickly find your favorites, recent, or segments created by you
• Folders & subfolders to organize segments
• Click on any segment to see the detailed list of contacts within it

This feature is available to users in the Act-On Contacts beta program.

Ways to Use Act-On Contacts

Learn more about everything you can do from All Contacts:

• Easy Ways to Find a Segment
• Create a New Segment
• Import Contacts from a CSV or Marketing List
• Export Contacts to a CSV
• Delete or Archive a Segment
• Use Folders to Organize Segments
• Use Tags to Organize Segments (coming soon!)
• Send an Email
• Send an SMS
• View Contact Details
• Add a Contact
• Delete Contacts

More on Setting Up Act-On Contacts:

• Setting up your Act-On Contacts Data Schema (Non-CRM)
• Adding a field to Act-On Contacts (Non-CRM)
• Mapping your Act-On Contacts Data to your CRM
• Adding a CRM field to Act-On Contacts

More Features Coming Soon!

More great features are coming soon! Watch for these enhancements over the coming weeks.

• Tags: Apply color-coded tags to your segments to categorize them in multiple ways
• Drag & Drop: Move segments into folders using drag & drop
• Segment Reorder: Move segments up / down the list in the order you prefer
• Clone A Segment: Complicated query? Use the Clone Segment feature to make a copy you can modify
• Segment Info: Check the segment definition at a glance
• Column Order & Visibility: Control what data columns you see on the contact details page
• Segment Details Page: More info about the segment definition, history, and usage
• Data Cards: More data points to show you insights about your contacts.