How-To: Mautic - Contacts¶
Introducing contacts¶
Contacts are people that interact with your business through channels such as email, social media, or web forms. A contact can be a lead, a customer, or a potential prospect, and Mautic allows you to manage and nurture these relationships throughout the customer journey.
With the Contacts feature, you can create, import, and manage contact information, including profile details and interaction history, or track their behavior and preferences, using this information to create targeted marketing campaigns and personalized communication with each one.
FAQ¶
Is it possible to restore a deleted contact in Mautic?
No, once a contact is deleted in Mautic, it cannot be restored. It is important to ensure that you have backups or export your contact data regularly to avoid accidental loss.
Can I assign contacts to different users in Mautic?
Yes, you can assign contacts to different users in Mautic. This can be done through the contact's detail view where you can select the user to whom the contact should be assigned.
Can I edit or delete custom fields once they are created?
Yes, you can edit or delete custom fields in Mautic. However, it is important to note that deleting a custom field will remove all data associated with that field from your contacts.
How do I map custom fields during contact import?
To map custom fields during contact import, you need to ensure that the headers in your CSV file match the aliases of the custom fields in Mautic. During the import process, you will be prompted to map the fields from your file to the corresponding fields in Mautic if don’t.
Can a contact belong to multiple segments?
Yes, a contact can belong to multiple segments. You can manage segment membership through the contact's detail view or by using filters and campaigns to dynamically assign contacts to segments.
How do I handle contact data requests for deletion or export?
To handle contact data requests for deletion, you can use the "Delete" action in the contact's detail view or create a campaign that deletes contacts based on specific criteria. For export requests, you can create a report and export the contact data to a CSV file.
How do I restrict access to certain contacts for specific users?
You can restrict access to certain contacts for specific users by setting up user roles and permissions in Mautic. This allows you to control which users can view, edit, or delete contacts based on their role.
Can I set different permissions for contact management tasks?
Yes, Mautic allows you to set different permissions for contact management tasks through its role-based access control system. You can define roles with specific permissions for tasks such as viewing, editing, and deleting contacts.
How do I validate email addresses and phone numbers for contacts?
To validate email addresses and phone numbers for contacts, you can use third-party validation services or plugins that integrate with Mautic. These tools can help ensure that the contact information you collect is accurate and up-to-date. Ask our support of you need help.
What tools are available for data enrichment in Mautic?
Mautic can be integrated with various third-party data enrichment tools and services that provide additional information about your contacts, such as social profiles, company details, and more. These integrations can help enhance your contact data for better segmentation and targeting.
How can I prevent spam or fake contacts from being added?
You can use CAPTCHA fields in your forms, enable double opt-in for email subscriptions, and implement validation rules for form submissions.
Can contacts update their own preferences through a portal?
Yes, contacts can update their own preferences through a preference center. This can be set up in Mautic to allow contacts to manage their subscription preferences and personal information.
How do I handle contacts who opt-out of certain communications?
To handle contacts who opt-out of certain communications, you can use the "Do Not Contact" feature in Mautic. This can be set manually or through campaigns to ensure that contacts who opt-out do not receive further marketing communications.