Contacts

Learn how to add, organize, segment, and manage your contacts using Hatchbuck's CRM.

Lindsey Stroud avatar Erin Posey avatar Katie Culp avatar +1
51 articles in this collection
Written by Lindsey Stroud, Erin Posey, Katie Culp and 1 other
Import and Manage

Organizing Your Spreadsheet Before Importing

To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.
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Written by Lindsey Stroud
Updated over a week ago

Step-by-Step Guide to Importing a Spreadsheet

Quickly add contacts and companies from a spreadsheet using our import wizard.
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Written by Katie Culp
Updated over a week ago

Importing Existing Contacts & Companies

Learn what data is appended to existing records upon import and what data is overwritten.
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Written by Support Team
Updated over a week ago

Merging Duplicate Contacts

If you find duplicate records in your Hatchbuck database you can quickly merge those two records together.
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Written by Lindsey Stroud
Updated over a week ago

How to separate your contacts' first and last name in excel

Prior to importing, make sure you have the first and last name fields in separate columns
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Written by Lindsey Stroud
Updated over a week ago

How to Convert Your File to UTF-8 Encoding

To import a file into Hatchbuck, it needs to be UTF-8 encoded. View instructions for converting your file.
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Written by Support Team
Updated over a week ago

Adding a Single Contact

Quickly add individual contacts to your database.
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Written by Lindsey Stroud
Updated over a week ago

Manually Adding Contacts Quickly

Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.
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Written by Lindsey Stroud
Updated over a week ago

How Hatchbuck's Social Media Snapshot Works

Hatchbuck can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record
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Written by Erin Posey
Updated over a week ago

Choosing/Changing Profile Pictures

Add images to contact records.
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Written by Erin Posey
Updated over a week ago

Attaching Documents To A Contact Record

Upload and store important documents to a note.
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Written by Erin Posey
Updated over a week ago

Manually Boosting Contact Scores

Increase scores for an individual contact or as a group action.
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Written by Erin Posey
Updated over a week ago

How To Boost Contact Scores with Automations

Use automations and measure engagement levels of your prospective clients.
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Written by Erin Posey
Updated over a week ago

Tying Events to Contacts

Store important events in contact records and tie campaign communication to that date.
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Written by Erin Posey
Updated over a week ago

Export My Contact List

Quickly export your contacts to a .CSV file.
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Written by Erin Posey
Updated over a week ago
Filter and Segment

Customize the Contact List View

If you would like to quickly view the information you need most, you can easily customize your contact list view.
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Written by Erin Posey
Updated over a week ago

Filter the Contact List View

Filter for the information most important to you based on contact, contact activity, company, and deal data.
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Written by Erin Posey
Updated over a week ago

Contact Filters

Filter for default fields, custom fields and tags.
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Written by Erin Posey
Updated over a week ago

Contact Activity

Learn more about your contacts through their engagement with your emails, website, forms, etc.
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Written by Erin Posey
Updated over a week ago

Email Activity

View contacts that have been sent or not sent an email, and how they engaged (or did not engage) with that message.
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Written by Erin Posey
Updated over a week ago

Filter Contacts That Have Clicked Links in Emails

View contacts that have clicked (or not clicked) through an email.
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Written by Erin Posey
Updated over a week ago

Filter by Tags

Tags can be used to segment your contacts based on their groups, general interest, and behavior.
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Written by Erin Posey
Updated over a week ago

Advanced Searching

With Hatchbuck's and/or searching feature you can complete a boolean search for contacts, companies and deals.
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Written by Erin Posey
Updated over a week ago

Updating Multiple Contacts or Taking a Group Action

Mass update or take action on a filtered list.
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Written by Erin Posey
Updated over a week ago

Finding Contacts Who Have Unsubscribed or Complained of Spam

View contacts that have opted out of email communication.
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Written by Katie Culp
Updated over a week ago

Finding Contacts with Invalid Email Addresses

Pull a list of contacts with a bad or invalid email address.
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Written by Lindsey Stroud
Updated over a week ago

Finding Contacts Without an Email Address

Filter for contacts that are missing an email address.
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Written by Erin Posey
Updated over a week ago

Check Your List To Avoid SPAM Complaints

Keep your list clean to ensure a good sender reputation.
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Written by Erin Posey
Updated over a week ago

What Does "Can/Cannot Be Sent an Email" Mean?

Filter for contacts based on email deliverability.
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Written by Erin Posey
Updated over a week ago

What Does Follow Up Frequency Mean?

Find your nurtured, engaged and neglected contacts.
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Written by Erin Posey
Updated over a week ago