Editing a Contact

This procedure describes how to edit a contact.

To edit a contact

From the Contacts main screen, pause the pointer on the contact that you want to edit, and click Edit.
In the Contact Details screen, make the edits, and click Save.
(Optional) To edit the insight or Oracle CRM On Demand attribute category, click the Contact Name instead of Edit.

The contact record appears.
Click Edit or Configure in the Oracle CRM On Demand section of the record, and make changes.

Editing the Opt In/Out Status of a Contact

If a contact who previously had opted-out now requests to be included in future emails, you must edit the contact record manually to change the Opt In/Opt Out status.

If the initial opt out request was captured through a third-party email distribution vendor's Unsubscribe link, the Email Permitted field would have been set to No. If a manual edit to the contact record changes the Email Permitted field to Yes, Oracle CRM On Demand Marketing automatically sends a request job to the email distribution vendor so that the contact's status is changed for the distribution vendor as well.

Manual changes to a contact's Opt In status are reflected immediately within Oracle CRM On Demand Marketing, but the Opt In request job to the email distribution vendor runs only once every hour. Therefore, there is a brief time period before the status is updated. You can display opt-out requests through the Activities tab and Opt Outs menu. An Export to CSV utility is also available from this screen.

Assigning Registration to a Contact Manually

You can manually assign registration details to individual contact records. However, manually assigned registrations do not pass through the response funnel for checking against defined rules, or for lead scoring.

To assign registration to a contact manually

From the Contacts main screen, pause the pointer on the contact that you want to edit, and click Edit.
Scroll down to the end of the header/demographic section of the contact record, and complete the fields.