StructuredWeb | Database Management

Database Management

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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

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

Aug 16, 2016 10:04AM 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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Database Management

Creating Contacts & Accounts

Managing Contacts & Accounts

Searching

Importing

Importing Profiles

Exporting Contacts

Groups

Form Submissions

Document Library

Managing Contact/Account profiles

Roles

FAQ