Editing 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.

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 1

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

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 2

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

Select the option Manage contacts.

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 3

Now select the contact you would like to edit.

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 4

Click on the Edit option in the corner of the contact's profile.

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 5

You can edit the contact's Email Address, First Name and Last Name.

Sales Quote and Sales Proposal Software - Editing a Contact in an Audience - illustration 6

Related User Guide Topics

Edit a Contact in an Audience

12 Mar 2021

An Audience is a set of contacts that will receive an email from a campaign. The details of these contacts typically consist of a; First Name, Last Name, and Email Address. QuoteCloud makes it easy to edit the details of a contact at any point.

Creating Tags for Contacts

12 Mar 2021

Tagging contacts within QuoteCloud allow you to filter a group of contacts to quickly send documents and invoices

Email Marketing - Import Contacts to an Audience

14 Aug 2020

Upload contacts to QuoteCloud via a CRM, Spreadsheet, or accounting package, or by using a text import file (CSV format).

Email Marketing - Manually Unsubscribe a Contact from an Audience

11 Aug 2020

Learn how to manually unsubscribe a contact from an audience