Contact Databases
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Contact Databases Overview
1: About Contact DatabasesA contact database helps you better understand your customers, employees, or other contacts by keeping their key details and intera...
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Creating a Contact Database
1: Accessing the Contact Databases Page Click the Contacts icon in the sidebar to open the Contact Databases page.If you already have a contact database, it ...
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Creating an End User List from the Contact Database
1: OverviewYou can populate an end user list directly from the contact database and keep it in sync with updates made through the attached hierarchy or synce...
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Manually Synchronizing Contacts to an End User List
When the contact database is updated due to the hierarchy and contents being uploaded in Hierarchy Management, or due to synchronization of data from a surve...
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Synchronizing Background Data from a Survey to a Contact Database
A Contact Database can be created and populated from background variables in a survey. Once the survey is linked and you have selected background variables t...
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Linking an Additional Survey to a Contact Database
1: Accessing the Contact DatabaseIn the Contacts tab, click the name of the contact database you want to work with. Click the + Link Survey button. The Link ...
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Editing Linked Fields
Once you have a contact database in your hub, you can view and edit the settings at any time.1: Accessing the Contact DatabaseIn the Hub sidebar, click Conta...