Subscriber - Contacts

View the contact methods associated with the account. Click on a Contact to view and edit.

Click the magnifying glass to search for a specific contact.

Toggle the slider next to a contact method to opt in or opt out from communication. Subscribers are automatically opted in to recieve marketing emails and texts. Opting out will only affect marketing communication and the subscriber will continue to recieve billing and network notifications. 

If the account has multiple email addresses or phone numbers, one is required to be defaulted for all communication material. 

The first email contact added to the account is automatically set to default and opted in. If there is more than one email contact on the account, one email contact must be default. To receive batch notification emails from workflows, the email must be set as a Default contact. 

Opting In for a phone number will then allow you to click the  icon and send that Subscriber an SMS text message.

Edit a Contact

Click the toggle to mark the contact as Default.

Click the Type dropdown to choose from a list of Contact types. This is particularly useful for Business account Subscribers.

TIP: The category types are customizable by the Admin. Contact your company Admin to add or edit category types.

Add a Contact

Click the  then . Choose whether the Contact method is an email address or a phone number. Enter required information. Click SUBMIT.

Delete a Contact

Navigate to the Contacts tab on a Subscriber’s Account Page. Click  to delete a Contact. The default Contact may not be deleted if there is only one contact method or the Contact is tied to billing information.