My contact imported into to Swivel as a couple (e.g. John and Jane Smith one contact) instead of individual contacts. How do I fix this?
Create the second contact.
Edit the name of the original contact.
Create a household (View Associations > Manage Associations).
How do I mark contacts as deceased?
Once a contact is marked deceased, their name will be removed from the household name (if applicable) and suppressed from future email outreach.
Navigate to the contact record,
From the Contact Details tile > click the Edit Icon
Update the Deceased drop-down to Yes
Enter the Date of Death (optional)
Click the Save button
🔍 Tip: We also recommend updating the Contact Status to Inactive.
How do I manage multiple phones, addresses, and/or emails for my contact?
You can add labels and also mark which form is the primary.
How to I mark a Contact as Do Not Contact?
Mark a Contact as Do Not Contact Step-by-Step Instructions:
Navigate to the desired Contact's page
Click the Edit icon in the Contact Card tile
Scroll to the bottom of the Edit Contact Card form and > check the Do Not Contact box
Click Save.
📌 Note: Marking a contact as Do Not Contact will supress the contact from all future marketing campaigns, even if they have opted in. Please use with discretion.
How do I add New Lead Sources?
FAQs: Searching Contacts
Can I search by a contact's phone number?
Yes!
Can I search by a contact's Zip Code?
Yes!
Can I search by the contact's preferred name and/or legal name?
Yes!