Dotdigital

Provide personalised experiences, improve customer service, and cultivate long-lasting relationships with your contacts.

Understand contacts

Contacts are the people whose information you store in your Marketing account.

Add an individual contact

Upload contacts into a new or existing list using our contact importer.

Upload multiple contacts

Remove an individual contact from your account through the Single customer view.

Delete a contact

Find and take action on specific contacts.

Search for a contact

You can export contacts one at a time, in bulk, or from specific lists and automation programs.

Export contacts

Add a contact to a program from the Single customer view.

Add an individual contact to a program

Choose which channels new mobile numbers are subscribed to.

Set default mobile subscription settings

Gareth Burroughes

Laura Russell

Contact management basics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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