How do I find contacts in my account that require confirmation?
You can use Advanced Search to view the contacts in your account that require confirmation or add them to a group. You can also export a list of the contacts in your account that require confirmation.
To view the contacts in your account that require confirmation or to add them to a group:
- Click the Contacts tab in the main navigation menu.
- Under the Advanced drop down menu, select Advanced Search.
- Under the Field drop down menu, select Confirmed.
- Under the Match drop down menu, select is equal to.
- Under the Value drop down menu, select Required.
- Click the Run Search button.
- Click the View Search Results button to view a list of matched contacts.
- Click the Add to Groups button to add the matched contacts to a new or existing group.
- Click the Save as Dynamic Group button to save the query for later use. Enter a name for the group, such as "Require Confirmation", and click the Add Dynamic Group button. The group will be stored under your Groups > Dynamic Groups tab. From there you can choose to Run Search Again as needed to view updated search results.
To export a list of the contacts in your account that require confirmation:
- Click the Contacts tab in the main navigation menu.
- Under the Advanced drop down menu, select Composition.
- Under the Confirmed section, click the drop down menu next to "Required", and select Export as CSV/Export as XLS.
- Save the file to your computer.