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Editing contact details

Accurate records ensure that your outreach efforts are directed at the right individuals and that your data-driven strategies are based on reliable information. This guide provides a detailed yet straightforward method to update and manage contact details.

Info

If any of these options seem unavailable for you, check if the role of your user account has enough permissions to manage contacts.

Steps

  1. Log in to your Mautic account.
  2. Navigate to the Contacts page.
  3. Search for the contact you wish to edit.
  4. Click on the contact to open their details page.
  5. Edit the necessary contact details, such as name, email, or social profiles.
  6. Save the changes to update the contact information. If you need to merge contacts, use the Merge feature if you identify duplicates.

Results

Contact details are successfully updated, ensuring accurate and up-to-date information for future engagements.

Success

Using Mautic's automation features can help streamline the process and reduce manual errors.