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Database Management

  • Creating Contacts & Accounts

    Users can create two types of records: contacts or accounts. Contacts are individuals while Accounts are entir...

    Jul 01, 2015 12:10PM EDT
  • Managing Contacts & Accounts

    What will I find in this article? Edit Notes Calendar Quick Actions Delete Ed...

    Mar 31, 2016 09:18AM EDT
  • Searching

    The platform includes many search options to help locate customers. Basic searches allow for easy access to co...

    Mar 31, 2016 09:20AM EDT
  • Importing

    ‚Äč Before you can begin executing email campaigns, contacts must be imported. Importing contacts into groups se...

    Jun 19, 2018 01:19PM EDT
  • Importing Profiles

    What will I find in this article? Getting There File Import Profile Getting T...

    Mar 31, 2016 09:22AM EDT
  • Exporting Contacts

    Overview Exporting data out of StructuredWeb is permission based. Your account may or may not be able to exp...

    Sep 22, 2015 04:23PM EDT
  • Groups

    Placing contacts into groups lets you segment your data. Groups can be based on different types of search crit...

    Jan 19, 2017 12:47PM EST
  • Form Submissions

    Getting There Every form that is submitted on your website is stored within your StructuredWeb database. For...

    Jul 06, 2015 04:09PM EDT
  • Document Library

    Overview The document library allows you to upload files for use in your system. Once you have uploaded a fi...

    Jul 09, 2015 04:54PM EDT
  • Managing Contact/Account profiles

    Profiles allow you to apply additional information about contacts and accounts than basic contact information....

    Jan 04, 2016 09:11AM EST
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