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Before you can begin executing email campaigns, contacts must be imported. Importing contacts into groups segments your database and allows you to quickly ...
Overview Exporting data out of StructuredWeb is permission based. Your account may or may not be able to export data. If you do not have the ability to exp...
Placing contacts into groups lets you segment your data. Groups can be based on different types of search criteria. After a group is created you can use it ...
Duplicate records that appear in your database can be easily removed. We provide you with two methods to clean unwanted duplicate contacts. Automated...
Creating Contacts & Accounts
Users can create two types of records: contacts or accounts. Contacts are individuals while Accounts are entire businesses and organizations. The creation p...
You can create a new opportunity in the Customer Center. Under Contacts access the contact or account to have the opportunity. Click Opportunity in the ...
Overview The importance of profiling your customer database cannot be overlooked. For those of you that are unfamiliar with this term, profiling is the act...
Overview The document library allows you to upload files for use in your system. Once you have uploaded a file you can use it throughout StructuredWeb, whe...
Getting There Every form that is submitted on your website is stored within your StructuredWeb database. Form submissions can be reviewed within the Custom...
What will I find in this article? Getting There File Import Profile Getting There From the Contacts tab within the Customer Center, choos...
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