Viewing and Using Your Account's Contact List

Creating and keeping a complete contact list of your businesses clients, guests, and other visitors is a great way to promote your website with promotional offerings and generate repeat customers. In your Zenfolio account, you will find the Customer Relationship Management (CRM) section, which is the central location for you to find information specific to your clients, guests, and other visitors that have been to your Galleries. The information stored within this contact list can be very important in regards to marketing your website, services, and upcoming promotions that you may be offering. You can even use the contact list to quickly add individuals to Galleries as Clients or Guests.

The contact list will be automatically populated by clients that you've added to your Galleries, but also anyone that provides their information to you through visiting a Gallery or booking your services through BookMe – with the ability to edit existing contacts at any time. Not only are contacts automatically added through various actions, you can also manually add contacts to the Contacts Center.

Viewing the Contact List

1. In your Zenfolio account, click on the CRM icon on the left-hand side.
2. Here, on the Contacts tab, you will see your list of existing contacts for your account. Clicking on a specific contact will allow you to view that contact's information.
3. You can use the vertical ellipsis icon to edit or delete a contact. Please note that any registered clients, indicated by the • green dot, cannot be deleted as their account may contain important information that must be kept on file (i.e. past order information).
4. And if you want to manually add a new contact, click on the Add Contact button.

Viewing a Contact's Information

Once you've selected a specific Contact to view, you'll be able to see any information that is available for that Client. Not only will you see their name and email address, but if they've booked sessions with your using BookMe or they've placed an order, you may also see their phone number, address, and any related bookings or Galleries.

Clicking on the contact's bookings or Galleries will take you to that page within your account.

You can also use the Orders and Past Bookings tabs at the top of the page to view those past actions for this contact as well. 

 

Editing an Existing Contact

1. Once you're viewing/editing an existing contact you can adjust the Contact Info.
2. Additionally, you can add/update Address information for the contact.
3. If you'd like to add additional custom fields, you can do this as well.
4. Once you've completed editing the contact's information, click on Done.

Adding a New Contact Manually

1. If you'd like to add a contact manually, you can do so by clicking on Add Contact from the main Contacts page.
2. Within the new contact, add the Contact Info.
3. If needed, add an Address for the contact.
4. You can add additional custom fields as well. 
5. Once you've completed adding the contact's information, click on Save Contact.

Adding Custom Fields to Your Contact's Information

1. To add custom fields to a new or existing contact, click on the Add Field  icon under Additional Info.
2. A new box will appear where you can select any of the preselected additional fields. (secondary phone, anniversary, birthday, etc.)
3. If you need to create your own Custom Fields you can do that as well.
4. After selecting the Custom Field option, click on the  icon to edit the field's name. If you need to add even more custom fields, click on the Add Custom Field button.
5. Once you've selected all the additional fields you need, click on Continue.
6. You can then click Done if you're editing an existing contact, or click on Save Contact for new contacts you're creating.

Adding Notes to an Existing Contact

1. Use the the Notes text box at the bottom of the Contact's information page to enter in your note. 
2. Click on Save. 
3. All notes that are added to a particular contact will appear by date added. 
4. If you ever want to edit or delete a particular note, you can click on the pencil or trash icons.

Adding an Existing Contact to a Gallery

1. In the Gallery that you'd like to add an existing contact to, click on Settings.
2. Choose the Access tab.
3. Under Existing Contacts, enter in the name of a contact that exists in your Contacts Center. You should see results of potential matches to your search, and you can choose to add the contact as a Client or Guest.