Category: Contacts

Articles about how to manage contacts; importing, categorising, exporting, and much more.

Importing your Contacts from Outlook.com

You can easily import contacts which are stored in Office365, Hotmail and Outlook.com (Microsoft cloud accounts) into your Enudge account. From the Contacts screen, choose ‘Import Contacts’. Choose Outlook.com as the source of your contacts. Login to your Outlook account – the first time you do this you may need to give Outlook.com permission to…
Setting your Contact Sort Order

By default, all the screens within Enudge which display your contacts, sort your contacts in First Name order. If your contacts predominantly do not have first names included, navigating through your contacts in the different screens of Enudge may be difficult. In such a case, we recommend that you change the default sort order for…
Adding your first Contact

A contact in Enudge is a person to whom you can send emails or SMS messages. To add your first contact: click on Contacts in the main menu Fill in the ‘Quick Contact Add’ form – you must include at least an email address or a mobile phone number for your new contact. click…
Subscribe Widgets

The Enudge Subscribe Widgets allow you to quickly add a simple web form to your website, which will automatically add your subscribers details into your Enudge account, attaching them to one or more categories you choose, and optionally sending you an email as they subscribe. There are several Subscribe Widgets to choose from: Very Short…
Importing Contacts from Salesforce and setting up 2-way Integration

From the Import Contacts screen in Enudge, choose Salesforce. A Salesforce login will pop-up on screen, requiring your Salesforce username and password, and a security token. To obtain a security token, go to view your profile by clicking on your avatar or the default profile image, and choosing ‘Settings’: In the My Personal Information navigation,…
Salesforce integration – showing unsubscribe field

By default, the opt-out field is hidden within your Salesforce account. You might like to be able to see that after integrating your Enudge account with Salesforce. This article steps you through making that field visible. Step 1: Go to Setup -> Object Manager -> Contact Step 2: Click on Fields & Relationships in…
Integrating Enudge with my Pipedrive Account

Integrating your Enudge account with your Pipedrive account not only allows you to import your contacts from Pipedrive very quickly and easily, it also ensures that bounces and unsubscribe events are recorded against your contact in Pipedrive. This gives you additional visibility about your contacts from within your deals. The integration allows you to import…
Importing custom information for additional message personalisation

Once you have prepared your CSV file, including your own custom fields, you are ready to import your contacts into your Enudge email or SMS campaign. Including your own custom fields to support additional personalisation is a great way to add value to your message recipients and engage more deeply. For example, personalise a message…
Self-service management of preferences by your contacts

When you send an Enudge email to your contacts the following link appears in the bottom of the email: Update your Preferences page When your contact clicks on an ‘Update your Preferences’ link, it opens up an Enudge screen. The instructions at the top of this screen read as follows: Here your contact can see…
How Enudge helps you to comply with GPDR

The GDPR (General Data Protection Regulation) comes into effect on 28th March, 2018 and applies to all people residing in countries of the European Union, and organisations (of any country) who store or process their personal data. The legislation can be read here. As with most legislation of its kind, it cannot be fully complied…