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Add and Manage Contacts



Add Contact (e.g., clients, link suppliers, etc.) details for tracking and management.   Link Manager reports can be filtered by Contact(s).

Permission to Manage Contacts (add, edit or delete), or Export a Contact List is determined in the Manage Users > User Details screen (for each individual account user).   

Add Contacts
Located in Home Campaigns > Contacts
 

Contacts List

             
 
The Contacts list is located in the Home Campaigns > Contacts section


Add, View or Edit Contacts



Add a Contact

             
 
Add Contacts Individually
Click the +Add New Contact button in the upper right of the Contacts screen



Enter Contact Details:
  • Contact Name (required)
  • Company Name
  • Phone
  • Email address 1 and/or 2
  • Language
  • Payment Details
  • Any Notes needed for future reference
Click the Save button.



Bulk Import Contacts

             
 
Upload Contact Information in Excel
You can create contacts by uploading a properly formatted Excel file.
Scroll to the bottom of the Contacts screen and click "Download Sample File"  


Bulk Import Sample File
Open the sample file in Excel, it is partially populated with sample data. Following the format of the spreadsheet, enter the:
  • Contact name in the 'contact_name' column
  • Company name (optional) in the 'company_name' column
  • Phone number (optional) in the 'phone' column
  • Email address (optional) in the 'email1' column
  • An additional email address (optional) in the 'email2' column
  • Language (optional) in the 'language' column
  • Payment details (optional) in the 'payment_details' column (this is your internal reference information
  • Notes (optional) in the 'notes' column
Save the file

sample file

Example of a completed Bulk Import Contacts file

completed sample file

Upload the File
  • Scroll to the bottom of the Campaign > Contacts screen
  • Click the Choose File button
  • Locate and select the file on your computer
  • Click the Upload button
             


Add Contact's Websites

             
 
Option to store a list of websites for each Contact
  • Enter Domain (Website URL) (required)
  • Select the Website Type: Business, Social Media, E-Commerce, Personal Blog, Corporate Blog, News/Media, Community, Directory or Other. (optional)
  • Select Available Link Positions options that apply to this site. (optional)
  • Enter Link Price and select the currency. (optional)
  • Select the Language (optional)
  • Enter any Notes you'd like to record
  • Click the Save button to add a site



Add Links and View Contact's Links Status

             
 
Add Links
Links can be added in Link Manager, or directly from the Campaigns > Contacts screen.
 


Links can also be added directly from a Contact's Details screen by clicking the + Add Link button

When links exist for a Contact, a summary of their link status displays in this section.
             

Share Link Status report
Below the Link Status summary, you'll find a Direct Public URL link that leads to a more detailed link report for the Contact. 
supplier link report



Edit Contacts

 

Access the Contact editing screen by clicking the Pencil icon on the Campaigns > Contacts screen. After making changes, click the Save button.


Export Contact List

             
 

It's possible to export a list of all Contacts in CSV or Excel format by selecting the download option on the Campaigns > Contacts screen. 

download CSV or Excel formatted Contacts list





Delete Contacts or Links

 
Danger!

Links associated with individual Contacts can be deleted in the Contact's Details screen by clicking the Delete Links button. This option deletes all links that are recorded for the contact.

A Contact can be deleted in the Contact's Details screen by clicking the Delete Contact button. This option will delete the Contact and all links associated with the Contact.
             


Delete Links Warning!
Choosing this option will delete all links associated with the Contact and is not recoverable.            


Delete Contact Warning!
Choosing this option will delete the Contact and all associated links, and is not recoverable.






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