Contact Conditions

When choosing contact conditions, select from these fields and enter the value in the specified format.

Conditions for Contacts

Field Description Value Format
Last Name Contact’s last name. Enter text in the field.
First Name Contact’s first name. Enter text in the field.
Source Source of the contact. Select the check box for the source of the contact.
Updated From Source of the most recent contact update. Select the check box that indicates where the contact was most recently updated.
Email–Primary Contact’s email address. Enter text in the field.

The maximum number of characters allowed in this field is 80.

Email–Primary Invalid Determines if the contact’s primary email address is invalid as a result of bounced email processing. Select Yes or No.
Email–Alternate #1 Alternate email address. Enter text in the field.

The maximum number of characters allowed in this field is 80.

Email–Alternate #1 Invalid Determines if the contact’s first alternate email address is invalid as a result of bounced email processing. Select Yes or No.
Email–Alternate #2 Second alternate email address. Enter text in the field.

The maximum number of characters allowed in this field is 80.

Email–Alternate #2 Invalid Determines if the contact’s second alternate email address is invalid as a result of bounced email processing. Select Yes or No.
Login Contact’s user ID. Enter text in the field.
Contact Type Any contact type you’ve added. Select a contact type from the menu.
Marketing Organization Name The name of the organization as it is used by Outreach. Enter text in the field.
Street Contact’s street address. Enter text in the field.
City Contact’s city. Enter text in the field.
State/Province Contact’s state or province. Select a state or province from the menu.
Country Contact’s country. Select a country from the menu.
Postal Code Contact’s postal code. Enter text in the field.
Office Phone Contact’s office phone number. Enter text in the field using any formatting characters that appear in the record.
Office Phone (Unformatted) Contact’s office phone number regardless of formatting characters. Enter a numeric string in the field.
Mobile Phone Contact’s mobile phone number. Enter text in the field using any formatting characters that appear in the record.
Mobile Phone (Unformatted) Contact’s mobile phone number regardless of formatting characters. Enter a numeric string in the field.
Fax Phone Contact’s fax number. Enter text in the field using any formatting characters that appear in the record.
Assistant Phone Phone number for the contact’s assistant. Enter text in the field using any formatting characters that appear in the record.
Assistant Phone (Unformatted) Contact’s assistant’s office phone number regardless of formatting characters. Enter a numeric string in the field.
Home Phone Contact’s home phone number. Enter text in the field using any formatting characters that appear in the record.
Home Phone (Unformatted) Contact’s home phone number regardless of formatting characters. Enter a numeric string in the field.
Service State Service check box selection for the State. Select Yes or No.
Opportunities State Opportunity Tracking check box selection for the State. Select Yes or No.
Outreach State Outreach check box selection for the State. Select Yes or No.
Disabled Disabled Flag status on the contact record. Select Yes or No.
Global Opt-in Contact’s decision to receive mailings. Select the Yes or No option.
Survey Opt-in Contact’s decision to participate in surveys. Select Yes or No.
Email Format Preference Contact’s preference for email format. This can be text, HTML, multipart, or unspecified. Select a mail type from the menu.
Acquired Date the contact was acquired as a customer. Click the drop-down list to open the current month calendar, then select a date the contact was acquired. Use the arrows at the top to change the month if necessary.
Created Creation date of the contact record. Click the drop-down list to open the current month calendar, then select a date the contact was acquired.
Banner Note Information entered by a staff member in the banner. Enter text in the field.
Banner Flag Importance of the banner. Select an importance level from the menu.
Banner Updated Date and time the banner was last updated. Click the drop-down list to open the current month calendar, then select a date and time the banner was updated. Or select a relative time.
Banner Updated By Staff member who last updated the banner. Select a staff member from the menu.