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Edit a Contact in an Audience

An Audience is a set of contacts that will receive an email from a campaign. An Audience can be segmented using tags to identify certain contact characteristics, such as gender, age group, industry, etc. The details of these contacts typically consist of a First Name, Last Name, and Email Address.

To edit the details of a contact, click on the Campaigns option in the left menu bar on the QuoteCloud dashboard.

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Next, click on the Audience option in the top menu bar.

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Click on the down arrow of the Action Menu for the audience that you would like to edit a contact. The Action Menu is on the right of the audience row, as shown in the image below.

Select the option Manage contacts.

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If you are unsure which audience your contact is in, you can search through your contact database by clicking the Search button at the top right of the screen.

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Enter the contact details in the Search field. 

You can search by First Name, Last Name, Company Name, and Email Address.

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All contacts matching your search will display. Click on the row of the contact you are wanting to edit.

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Once you're in the contact's profile, click on the Edit option under Profile Information.

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You can edit the contact's profile information such as Email Address, Name, Phone Number etc.

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Ensure you select Save to keep the new details.

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