You can engage with specific contacts or companies directly from the contact or company page, or on an individual contact or company record.
To engage with a group of contacts or companies, search for the contacts or companies, or select a saved group. Check the box above all of the records and confirm your selection.
Step 2: To engage with a single Contact/Company, click Perform Action on the individual record. To engage with a selected group, click Perform Action on Contacts or Perform Action on Companies.
Step 3: Select the action you would like to perform.
Contact Actions Include:
Company Actions Include:
Send Email (Contacts Only)
Choose a "From" email address
Click Send Email
Send Text (Contacts Only)
Add the Text Message Body
Click Send Text
Send Survey (Contacts Only)
Select a Survey from the drop-down menu
Click Send Survey
This will trigger the Survey Request Sequence. Make sure that this is set up before sending a Survey request.
Start Automation (Contacts Only)
Select the previously created Automation from the drop-down menu
Click Start Contacts on Automation
Enter Tags to Add and Tags to Remove. Click into the tag field and you'll see the list of stored tags to choose from. Start typing for a quicker search of your previously added tags. New tags will get saved automatically once you save your contact or company record.
Click Change Tags
Change Field Value
Select a specific field value to edit
Enter new value
Click Change Field
Export to CSV
Click Export to download a CSV file of that contact's or company's information
Click Archive to "soft-delete" a record from your account. Records won't ever be fully deleted and can be "revived" via Kizen support if you add that contact or company back in.