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Address Book

The Address Book allows you to manage your contacts and your database. You can add custom fields to store campaign data or any other data you need to store.

	The Address Book List displays all contacts currently in your Platform Direct database. This can be viewed by group or individually. You can move contacts into groups from this page, and edit or delete contacts. The drop down tab sorts the list by last name.
	In Add New Contacts you can enter basic information, and custom information, and add them in a group.
	A Basic Search and Advanced Search function is available for you to search for contacts in your Address Book. You can also specify which group to search in.
	Segment Contacts allows you to create groups for your individual contacts, as well as to add new contacts to an existing group, or edit an existing group. This section can be used to create groups for your campaigns – e.g. a group for all recipients who open your email campaign.
	Import Contacts allows you to import multiple contacts from your own Excel file.
	Import Results show you the history and details of all files you have imported to your Platform Direct database.
	Export Contacts and back up your existing Platform Direct Address Book contacts or groups to an editable Excel file. These exported files can be viewed in an organised list.
	Export Results show you the history and details of the database you have exported to Excel files.
	The Custom Fields feature is used to add extra fields to your Address Book contact details or Web Forms.

To add your custom fields:

Create a bundle of fields or select an already existing bundle. This is for easy allocation of data to contacts or forms.

You can add fields of the following type:

Header Field	Text Area	Text	Numeric Text	Date and Time
Calendar	Time	Image Upload	Check Box	Radio Button
Single Select	Multi Select	Country Select

To create a field, complete the following details

Field Name	Field Type	Default Field	Mandatory
Show Field	Selection Based Segmentation	Additional Options

You can edit, delete or duplicate these fields. You can also create editing permissions for each field to allow or disallow administrators to edit a specific field.

You can view statistics for each bundle of fields

Send Lists allow you to manage your campaign sending lists. You can add multiple groups and individuals to your Send List for each campaign. You can also block groups or individuals from receiving the campaign.