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Contact Records Overview
The Contact Records section is where you find, understand, and manage individual people in your Act-On account. Different tools answer different questions: who is this person, what have they done, is their information current, and when a record needs to go, how do you remove it the right way? This page is a map to the right tool for each job. Who does this: Marketing ops day to day. Compliance...
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Searching for a Contact
Contact Search is the fastest way to find a single person across every list in your account. It checks every field mapped to a system field and returns one row per email address, so you don't get the same person back five times because they sit in five lists. Reach for this when you already know something about the contact and just need to open their record. Who does this: Marketing ops, custo...
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The Contact Report
The Contact Report is the full profile view for a single person in Act-On. It pulls profile details, engagement history, list membership, scoring, and CRM associations into one screen so you can see everything about a contact without hopping between lists and activity reports. Who does this: Marketing ops reviewing engagement; sales or CS pulling context on a specific contact Time needed: 5 m...
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Editing a Contact
You can update a contact's information directly from their Contact Report. It's the fastest way to correct a field, update a company detail, or adjust a value without exporting, editing, and re-importing a whole list. Who does this: Marketing ops and anyone maintaining contact data Time needed: About 30 seconds per record once you know where the Edit Fields button is Why this matters: Small ...
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Erase a Contact
Erase Contact permanently removes all personal data tied to an email address across Act-On. It deletes list records, behaviour history, subscription preferences, and segment membership everywhere the address appears. This is the tool for fulfilling a privacy obligation - like a GDPR Right-to-Be-Forgotten or CCPA deletion request - or for any case where a contact needs to disappear from your acc...
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Deleting Duplicate Records in a List
Act-On allows duplicate email addresses inside the same list, but duplicates are automatically suppressed at send time. Cleaning them up reduces the "not sent / suppressed" counts that show up in Sent Message Reports, and it improves the overall quality of your list. Use this tool when you need to tidy up a specific Marketing List or a list under Other Lists. Who does this: Marketing ops maint...
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