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Adding a contact

A contact - is a record of all information relating to an individual or company that is stored on the database and assigned to a specific Project or Projects.

To add a single contact to Publisher without uploading a CSV file from your computer, click on the ‘Add a Contact' icon, which you will find in the bottom left navigation of the page.

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This will take you through a simple four step process.

 

Step 1:  Required Fields

Enter any contact details that you have. Then click next.

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Step 2: Select Projects  

A contact can be assigned to as many projects as you like. To select which projects this contact will be assigned to, click and drag the relevant Projects from the right hand side box to the left hand side box.

Then click next.

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Step 3:  Select Interests

To improve the segmentation of your data you can assign 'interests' that are relevant to each contact. Interests are assigned to a contact by dragging available interests from the right hand side box to the left hand side box. This may be one or many interests. Then click next.

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Step 4: Custom Fields

This section allows you to enter any additional fields of information about the contact, including ‘custom fields’ that can only be created by the Administrator.**

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Click finish to save your contact. 

** To create Subscription Interests and Custom Fields, see the ‘Projects’ section of Screener Support site. 

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