View and manage your contacts

A new contact is created each time a person responds to one of your videoasks and submits their contact details.

If you would like to view all interactions with a contact, delete interactions, or update their contact details, you can do so from the contacts directory.

Note: Team members will only see a contact in the directory if the contact has responded to a videoask in at least one folder they have access to.

View a contact

1

From your dashboard, click Contacts

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2

You'll now see all your contacts listed alphabetically. Click a contact's name to view all your interactions with them.

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3

Interactions with this contact will be listed from newest to oldest. Click an interaction to view it.

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Edit contact details

If the contact details of a respondent have changed or they have made a typo upon submission, you may want to update their contact details. 

1

Click Edit contact details

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2

Make any desired updates to the contact Name or Email. Click Update to save your changes.

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Delete interactions

If you would like to tidy up your account, you can always delete old or unnecessary interactions. Be aware, however, that deletions cannot be undone. For major tidying, learn how to delete videoasks and folders.

1

Click the three vertical dots next to the interaction you want to delete

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2

Select Delete entire interaction

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3

Click Yes, delete it

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Tag interactions

You can tag interactions from directly within your interactions feed and videoask inbox. To quickly tag many contacts, you can also do so from the contact directory. 

1

Click the Tag icon

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2

Toggle on any existing tags

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3

Type to add a new tag and click + Add

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4

When you're finished editing tags, click Done

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