I want to share a list but don’t have the option to do so. How can that change?
In order to share a list, we have to make sure your distribution list email is unique - you can reach out to the Help Desk that can help find a list address that’s unique to you, then you’ll be ready to share your list in no time.
Me and a colleague have been managing identical lists but would prefer to share and manage just one. How can we merge these together?
Simple - just choose one list, share it with a colleague with the ‘Editor’ permissions. Changes made by any editor will be reflected in all accounts. You’ll even have the flexibility as sending email as yourself or your colleague.
Why have some of the details (ie: name, company) of my contacts changed?
Shared contacts involves a single contact record shared among your firm. If previously multiple people at your firm had the same contact on their account but had conflicting names, addresses, etc., we did our best to merge those to the best record possible. If there’s any missing data or changes you don’t agree with, just reach out to our Help Desk and we can still access the previous data to help reconcile.
Someone I've shared my list with sent an email to it. Why isn't it showing on my Insights dashboard?
Only in the account of the actual sender will the email appear under any of the widgets under their Insights tab (ie: Recently Sent Emails). If someone else sends to one of your lists, you can locate the email data in your own account by clicking Emails By Team under the Reports tab (top header). Locate the email, then click into it to view the Email Insights page.
If you do not have Emails By Team enabled under your Reports tab, please contact our Help Desk.
What can't I archive a contact anymore?
Where do I view the Insights from my email?
Why can't I view Insights from the email sent to my lists?
Why am I seeing insights / contacts from other accounts?