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