Category: Contacts

Robly 360 CRM Contact Management – Video

Updated on: November 28, 2017

All About the Robly360 CRM Tool

Updated on: November 17, 2017

  Contact Management Use our contact management tool to track activity, send one-to-one emails via Gmail, add tasks, add notes, and sync to your calendar. Manage Contacts To get to where you will manage contacts, click on the Contacts tab. This will automatically take you to the View Contacts section. From this page, you can […]

Am I billed for Unsubscribed contacts?

Updated on: June 29, 2017

Nope! You are not charged for unsubscribed contacts. We use the Entire Contact list to determine how many active contacts you are billed for. We bill you for active contacts stored or sent to, whichever is greater.

How can I remove unengaged contacts?

Updated on: August 29, 2017

The best way to remove unengaged contacts is by using our Engagement Management tool. This is best used after you’ve been sending in Robly for a few months. Why Should I Remove Unengaged Contacts? Sending to contacts (and/or stale email addresses) that don’t engage with your campaigns can negatively impact your sending reputation and cause your […]

Where can I see a specific contact’s activity?

Updated on: October 28, 2017

To see activity, go to the Contacts tab. Use the search field to find the contact, then click on the person’s name or email address to open their profile: From here, you will see all the Recent Activity on the right hand side of the screen:     The Events on the right hand side […]

How do I re-add a Deleted contact?

Updated on: October 28, 2017

Any contact with a status of “Deleted” can be re-added as Subscribed by you. There are two ways to do this. One at a time. To re-add one or a few contacts who are deleted, start by clicking on the Contacts tab. Then, use the search bar to type in the email address (use Advanced Search […]

How do I reconfirm my list?

Updated on: November 9, 2017

A list that is older than 12 months may contain a lot of stale (ie, old, invalid) email addresses, which can lead to a high bounce rate and/or spam rate. Both of those things can have a negative impact on your sending reputation. As such, you may need to reconfirm your list using an email program […]

How do I re-add someone who marked me as SPAM?

Updated on: October 28, 2017

You can’t re-add someone who has marked you as SPAM, but you CAN send them a link to your signup form so that they can re-opt in! You can only do this for any particular contact ONCE every 30 days. If they mark you as spam more than once in this period and want to […]

How do I merge fields in my contact list?

Updated on: October 28, 2017

If you have two or more fields that you’d like to combine into one, you can do that under Contacts > Fields and Tags. Why Would I Do This? An example of why you would want to do this would be if you wind up with three different fields for City – let’s say you […]

How do I edit a hard bounced email address?

Updated on: November 1, 2017

To update a hard bounced email address with one that has been corrected, click on the email address from your hard bounce list under Reports for that particular campaign, or search for the contact and the name or email result. Then, click Update Email at the top of the page: This will open a new […]

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