How do I edit an email contact in BlueLena?

You can update a contact’s name, email address, account, custom field information, list subscription status, and more right from their contact profile page.

Access a contact's profile record

To access a contact's profile record:

1. Click "Contacts" on the left menu. This will bring you to the Contacts Overview page.
2. Click the contact you wish to edit. This will open their profile record.

From here, you will be able to add and edit information on their record.

Note that it is not possible to add or edit a contact's avatar image.

Update fields

The "General Details" area contains standard and custom fields for the contact. This includes their name, email address, phone number, account, job title and any custom fields you create.

Manage a contact's tags, lists and automations

Tags, Lists and Automations are located under Fields on the contact profile record:

Here you can add and remove tags, add a contact to a list or change their list status, as well as add the contact to an automation, view their path in an automation, and stop their progress in an automation.

Tags

Tags are a fast easy way to add information to a contact. They are a versatile feature and can be used in many different ways. For example, you can use tags to create segments, trigger automations, adjust a lead score, use them in conditional content, and more.

For more information on tags, visit these resources:

• What are tags?
• Best practices for using Tags in BlueLena
• How can I use tags to keep my contacts organized?
• How to use tags in your BlueLena account

Lists

You can add a contact to a new list or update their subscription status.

Note that we don't recommend adding a contact to a list or updating their status to "Active" unless they've given you explicit permission to do so.

Automations

In the Automations section, you can add a contact to an automation, view how much of the automation they completed, the number of times they entered an automation, view their path in an automation, and end or stop their progress in an automation.

Create a contact note

You can create a quick note about a contact at any time. Once a note is created, it will save to the contact's profile record.

Send a one-to-one email

One-to-one emails, or personal emails, are one-off messages that you can send to your contacts.