The Contacts feature in MarkiT MagniT serves as a central database for all your client and lead information. It allows you to store, organize, and interact with your contacts to build strong client relationships.
Log In: Visit https://app.blacklabeltechnology.com/ and log into your MarkiT MagniT account. Navigate to Contacts: On the left-hand menu, click on Contacts.
Store all contact details, including name, email, phone number, and custom fields. Use tags to categorize contacts for better segmentation.
Quickly find contacts using the search bar. Filter contacts by tags, source, or activity.
Send bulk emails, SMS, or add tags to multiple contacts at once.
View a complete history of interactions with each contact, including messages, appointments, and tasks.
Go to Contacts. Click the + Add Contact button in the top-right corner. Fill out the contact’s details (e.g., name, email, phone number).Add tags or custom fields to organize your contacts. Click Save.
Click on Import Contacts. Upload a CSV file with your contact data. Map the columns in your file to the fields in MarkiT MagniT. Click Import to finalize.
Select a contact from your list. Click Edit to update their information. Save your changes.
Tags allow you to group contacts for campaigns and organization. Select a contact or multiple contacts. Click Add Tag and choose or create a tag.
Select the contact(s) you want to delete. Click the Delete button. Confirm the deletion.
Open a contact’s profile. Click on Send SMS or Send Email. Draft your message or use a pre-made template. Click Send.
Go to Automation in the left-hand menu. Create a new workflow and set triggers (e.g., "Tag Added").Add actions like sending messages or assigning tasks. Save and activate the workflow.
Open a contact’s profile. Click Schedule Appointment. Select the time, date, and type of appointment. Save to confirm.
Create custom fields to store unique data about your contacts. Go to Settings > Custom Fields. Click + Add Field and define the field name and type.
Use tags to group contacts, then create Smart Lists to dynamically segment contacts based on criteria like tag, interaction history, or activity.
View interaction logs, including emails sent, appointments scheduled, and tasks completed.
Keep Information Updated: Regularly update contact details to ensure accuracy. Use Tags: Tags make it easier to segment and target specific audiences. Review Activity Logs: Use logs to stay informed about your client relationships.
Duplicate Contacts: Use the Merge Contacts tool to combine duplicates. Import Errors: Ensure your CSV file is properly formatted.
For further assistance, contact our support team at [email protected].