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Is there a way to automatically switch contact ...

Added: 11/07/2016   |   Updated: 3 Years Ago

Question   Is there a way to automatically switch contact groups based on actions? Contact A is input to contact group 1. If contact A logs in they are switched to contact group 2, etc?



Answer    Yes.  You can do that with password protected pages and also delayed action.  Both features exist while editing the page.  For password protected pages they are assigned to the new group simply by visiting the page.  For delayed action they are transferred to the new groujp after they have viewed the page for X amount of seconds.

Also, you can setup an optin form and then have it so when they fill out the form they are added or transferred to a new contact group (the form fields can be hidden and pre-filled and then just show the button).

Also, there is an API that can be used to simply create custom situations where a contact is automatically assigned to a new group.  You can view the technical details for the API under our API documentation or you can create a support request to have us do it for you.

Also, several of our tools include the ability to change contact group based off an action in the tool (exa: Taking a survey with the survey tool).  Anytime this option exists a drop down will appear where you can define if and if so what contact group the contact should be assigned to.




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RELATED QUESTIONS


Q. Why are my contacts going into the inactive folder and is it possible to stop this?

A.

Contacts are automatically inactivated if an email that is sent to the contact bounces back as undeliverable.  It is not possible to prevent contacts from going inactive when their email bounces back as undeliverable.



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Q. How do I assign a capture page to a series of autoresponder messages (a contact group)?

A. To setup a capture page to use a specific autoresponder series (contact group), you will need to do 3 steps in the following order.  If you already have a contact group with autoresponder messages, you can skip to step 3.


Create contact group

STEP 1
Create a new contact group.



Add AR message


Create instant AR message STEP 2
Add an autoresponder message (or series of messages) to the contact group.



Edit page


 STEP 3
Assign a capture page to the new contact group.
Assign page to contact group

















*Now, whenever a contact fills out the form on that capture page they will be assigned to the new contact group (autoresponder series) that you created.

*NOTE: If you cannot find the page under "Edit Pages" then go to pages and edit the page there, assigning it to the contact group.

IF YOU PREFER FOR US TO DO THIS FOR YOU, PLEASE OPEN A SUPPORT REQUEST ASKING US TO SETUP THE CONTACT GROUP AND BE SURE TO INCLUDE THE TITLE OF THE CONTACT GROUP AND THE URL OF THE CAPTURE PAGE YOU WANT US TO ASSIGN TO THE CONTACT GROUP.

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Q. How can I import contacts into a member's account into a specific autoresponder series (contact group)?

A. Import Contacts


First, you have to login to your system. Look for and click the import contacts link.



Upload Contacts List


Then you will be redirected to a page where you have to upload the CSV file containing a list of the contacts to upload.



Import Settings


And once you've uploaded the file. Scroll all the way down, and from there you will see a dropdown for the contact groups. So each contact groups have different sets of autoresponder messages. 





Ask For Clarification

Q. Can members capture contacts using their capture page and store them under a particular contact group?

A. Yes, members can have capture pages add contacts into a specific contact group.  Also, they can transfer contacts betwen contact groups.

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Q. How many contact groups can a member have?

A. There is no limit to the amount of contact groups members can have.

Ask For Clarification

Q. Is a contact group the same thing as Trackings?
Q. Can Members add, delete, and rename the contact groups?
Q. What the difference between converted leads and active leads
Q. What is the instant message I see on the View Contact Page?
Q. Is there a way to add variables to the add contacts field and a way I can sort and/or send a email to contacts based on State?
Q. what does the setting "Preload AR Messages" mean?
Q. what happens when you uncheck the "do not send instant message" on the contactadd page? where do you edit the instant message sent?
Q. Is there a way to change the contact notification email so members know which piggyback domain the lead is coming from?
Q. If you are having your contacts go into your WMT provided autoresponder and then add a 3rd party autoresonder like Aweber.. will your contacts get follow up emails from the WMT autoresponder?
Q. Is there a way to track and score when someone finishes watching a video?
Q. Is it possible for members to use more than one autoresponder at the same time and choose which capture page to use for each AR?
Q. Is it possible to stop sending auto responders emails to free members I created?
Q. When I (admin) update the system autoresponders messages is there a way I can push these changes to all members?
Q. How would I send out a broadcast message to contacts?
Q. How do I edit the email sent after double opt-in confirmation?
Q. What is an active/converted contact vs. any other?
Q. Why are inactive contacts not listed with other contacts?



Question Keywords: contact group



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