How to Manage and Load Contacts in Constant Contact: Tips and Tricks

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SUMMARY

This discussion focuses on managing and loading contacts in Constant Contact. Users can only view contacts by email address unless first and last names are included during entry. To load new contacts, users can upload them from an Excel file, which simplifies the process compared to manual entry. However, Constant Contact currently lacks an automated option to sort contacts by name, limiting visibility to email addresses and dates.

PREREQUISITES
  • Understanding of Constant Contact interface and features
  • Familiarity with Excel file formats for contact uploads
  • Basic knowledge of email marketing principles
  • Awareness of customer support processes in software applications
NEXT STEPS
  • Research how to format Excel files for importing contacts into Constant Contact
  • Explore alternative email marketing tools with advanced contact management features
  • Learn about best practices for maintaining and updating email lists
  • Investigate user feedback mechanisms for software feature requests
USEFUL FOR

Email marketers, small business owners, and anyone utilizing Constant Contact for managing their contact lists will benefit from this discussion.

S
sfdavis918
For those of you that use Constant Contact - is there a way to view your contacts by name? For some reason I can only see them by their email address. It is driving me crazy!

Also, how do you load new contacts? Do you individually enter them or can you upload them? I haven't been keeping track of them seperately from P3, which now I'm thinking each month I should.

Thanks!
 
Unless when you enter in the e-mail addresses, you include their first and last name, you will only see their e-mail addresses.

Maybe this is better: You will see what you enter. So if you entered only e-mail addresses, that's all you'll see.

Make sense?
 
I uploaded mine from an Excel file I had. It worked very well. :)
 
  • Thread starter
  • #4
I think I will have to talk to their support then because I uploaded a file from Excel as well and it included the names. I can see the names but only if I go to the list and click on an email address. I want to see the names on the list, not the email address.

What about my second question about keeping the list updated? Do you go in and enter each new contact seperately?
 
Sarah- I can't see the names, either, unless I click on the addresses. But at least by uploading it, I didn't have to retype all the names individually. :)
 
  • Thread starter
  • #6
I emailed customer support about listing contacts by name. Here is their response:

Hello Sarah,

Thank you for contacting Constant Contact Customer Care.

Unfortunately Constant Contact doesn’t have an automated option that allows you to sort your existing lists by a specific field. Currently, you can sort your contacts only according to the “Email Address” and “Date” (The date when the contact was added to your mailing list). I have however forwarded your email to our product management team; they will evaluate the issue for possible inclusion in a future release.

I'm sorry for not being able to help you with your current issue, however, if you have any other questions please feel free to write to me. I'll make my best effort to assist you better.

Regards,
Constant Contact Customer Care.

Bummer that it can't be done, but at least they forwarded my email on as a suggestion.
 

Frequently Asked Questions

What is the best way to import contacts into Constant Contact?

The best way to import contacts into Constant Contact is to use a CSV file. You can create a CSV file using spreadsheet software like Excel or Google Sheets, ensuring that you format the columns correctly (e.g., First Name, Last Name, Email Address). Once your file is ready, go to the Contacts section in Constant Contact, select 'Import Contacts', and follow the prompts to upload your CSV file.

Can I add contacts manually in Constant Contact?

Yes, you can add contacts manually in Constant Contact. To do this, navigate to the Contacts section, click on 'Add Contacts', and then select 'Add One Contact'. Fill in the required fields such as name and email address, and you can also add additional information like phone numbers or custom fields if needed.

How do I organize my contacts into lists in Constant Contact?

To organize your contacts into lists in Constant Contact, go to the Contacts section and click on 'Create List'. You can name your list based on categories such as customer type or event participation. When importing contacts, you can assign them to specific lists, or you can edit individual contacts later to add them to the appropriate lists.

What should I do if I have duplicate contacts in Constant Contact?

If you have duplicate contacts in Constant Contact, you can use the 'Manage Duplicates' feature. This tool helps you identify duplicate entries based on email addresses and allows you to merge them or delete duplicates as needed. Regularly checking for duplicates can help maintain a clean contact list.

How can I ensure my contacts are compliant with email marketing regulations?

To ensure your contacts are compliant with email marketing regulations, always obtain explicit permission before adding them to your list. Use double opt-in methods when possible, and provide clear options for contacts to unsubscribe from your emails. Additionally, include your physical address and a privacy policy link in your emails to comply with regulations like GDPR and CAN-SPAM.

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