How to organise a contact list on your WIX website? It could be tempting to think of this as a potentially difficult task but WIX makes it very easy, allowing users to organise their contact list very easily.
Whether you need to change the name of a contact, an email or even a contacts subscription status, it is all very simple. You can even start to filter your contact list by using labels on your site.
Our video and written guides explain how to perform changes within a contact list on your WIX website…
How to Access Your Contact List
To edit a contact list you first need to access the contact list. To access your contact list, it is simple. Simply go to the Contacts and CRM settings in your WIX dashboard. It will then show you a list of more settings such as Inbox, Price Quotes, some others and the all important Contact List settings. In the contact list, you can easily keep track of clients, customers and subscribers easily.
WIX Dashboard —> Contacts and CRM —> Contact List
Users are automatically added to your contact list if they subscribe, complete a form, buy a product or interact in any other way with your site, where details are added. All personal details and information given to your site will be apart of the contact list. This includes name, email, phone if applicable, address and any other needed information. You can also see a users last interaction and activity with your site easily.
Organising Your Contact List
One of the easiest ways to organise your contact list on your site is to use labels. When on the dashboard of all your contacts you will see many features. This includes the customer information talked about above. When clicked on a contact a right tool bar will appear for each individual contact. This will include all the information about the individual, any notes on the contact and any inbox messages they have sent to your site.
To divide a large contact list, in the right sidebar you will find a feature named labels. You can use this feature to easily divide up contacts. This is only ideal for new contacts and can be quite time consuming to add a label to every contact on your site individually. Therefore there is a small trick to make this quicker. This trick involves exporting all the contacts and re-uploading every contact to your site.
It is very easy to complete this process. Firstly export your contacts. You can do this from the ‘more actions’ drop-down at the top of the contact list. To access your contact list, go to your dashboard then contacts & CRM then contact list.
WIX Dashboard —> Contacts & DRM —> Contact List —> More Actions —> Export Contacts
Exporting and Editing Your Contacts
Exporting your contacts is able very easy. You will need to export them to a CSV file. Luckily enough you only have the choice of a CSV file. Simply go to the export contacts and a window will appear. Select ‘By Label’ and the most appropriate CSV file for you. There are three options to choose from. For the purpose of the tutorial, ‘A regular CSV’ file was chosen as the option. This file will then download to your computer and then open the file in Microsoft Excel.
The next step to editing your contact list is to save the list as a CSV file. Name appropriately and this will be the label within your WIX dashboard. For example the first list could be called ‘Import1’. This would be every contact within your list who was added to your dashboard before a certain date. This would mean you would also have at least one other file named appropriately for after that date. Just edit the excel to your needs of a certain label, save the document and then re-edit the excel using step backwards to see all the contacts again. Repeat the steps over again for each label.
Once all the CSV files have been organised to your needs and named appropriately, you will then need to import each CSV file back into your contacts on WIX. To do this select the ‘more actions’ drop-down previously selected when exporting the contacts and go to import contacts. Choose CSV file, then upload and find the CSV files. When re-uploading contacts, it will also give the option to set your contacts as subscribers. Click import and then repeat this process for each other contact label.
One tip would be to created a specific label for a certain contact group that you would like to send emails to. For instance people who are subscribe to your newsletter. This would mean everyone subscribe will get the newsletter and no mistakes will be made and a newsletter email will be sent to an un-subscribed user. This would have potential to break internet and privacy laws such as GDPR.
Changing a Subscription Status of a Contact
Many sites have a subscription based model and feature on their site. It allows users to sign up to the likes of newsletters and to receive other email material such as promotions. It is now law, that a user has to tick a box themselves to sign up to the likes of email newsletters and promotional material, whereas before the box would’ve already been ticked and many users wouldn’t see the ticked box then become bombarded with email.
Below in the video it will give a detail outline of the process when changing a users subscription status. This could be when a user feels the need to now opt-out from receiving certain type of emails.
How to Change a Subscriber’s Status
To change a subscriber’s status, you find need to access your contacts dashboard. This is outlined above within the ‘organising your contact list’ section. When on your contacts, specifically click on a contact and then click edit. It is on the right hand side tool bar. A new window will appear showing their name, email and other details. Under the email there is a drop-down.
This drop-down is how a subscriber’s status can be changed. There’re three different types of status’ available. These are subscribed, not subscribed and subscription not set. Subscribers who have a ‘not set’ status will receive a limited amount of emails, unlike when subscribed. This email could be notification updates and maybe the odd ‘Sign-up to our newsletter’ email but no marketing emails.
Contacts & CRM —> Contact List —> Click a Contact —> Select Edit —> Email (Set Subscription). Repeat this process over again for other contacts.