Pinpointe has added a new feature that allows you to directly edit most custom field values for a specific contact, and to also edit a campaign’s name and subject.
How to Modify A Contact’s Custom Field Values
The Pinpointe database is the primary repository for your contacts. Individual contacts might only have one field such as their Email Address, or can have several including First Name, Last Name, Addresses, Company, Job Title, etc.
Initially, you’ll load this information “in bulk” with a CSV file import or via Pinpointe’s API feature. Either solution is an efficient, time-saving method for loading a large amount of contacts.
However, there are times when you may need to edit or modify a specific category of information for a single contact. While this can be done with a CSV file import, this is overkill when you only need to update one thing such as a contact's Job Title.
To make this process easier, Pinpointe has added the ability for you to be able to modify most custom fields directly when viewing contacts on the View Database page.
- Under the “Contacts” tab, select “Manage Database(s)” option (Fig 1).
Fig 1
- You will be presented with a list of your databases. To the far right of each, you’ll see a column called “Action”. One of the links is “View Contacts”; select it (Fig 2).
Fig 2
- If you click on “Active” under “Activity Status” field for the top contact, you will be presented with a drop-down list of two options: Active and Unsubscribed (Fig 3).
Fig 3
Most types of custom fields, like First-Name, allow you to enter any acceptable value after clicking on them (Fig 4).
Fig 4
