# Contact 360° view

All gathered information about your contacts gives you an overall view of each contact and with their help, you can put your contacts in specific segments. By putting them in specific segments, you can prepare targeted campaigns right here in DG1.
Example: If you want to target women who wear size S, you create filters through gender and size attributes and add them to a specific segment. This tool will uniquely help you target the appropriate contacts with the right products or services.
To learn more about segments and filters go and see DG1 Marketing Targeting manual.
How to manage and add attributes and attribute groups go see DG1 Attributes in marketing section tutorial.

# On this page

# Audience

To see your contacts in your DG1 platform go to Marketing section and click Audience. A list of all your contacts appears.

Audience menu

To edit a contact click Edit edit .

To delete a contact click Delete delete .

To add a new contact click Add Add contact button .

You can Export Export button your contacts to a chosen file.

Viewing your contact’s details can be very useful. To view your contact information click View View button .

Audience List

When gathering all information from your contacts and communicating to them through campaigns, you are able to see a 360 degree view of your contacts.
Click View View button and there is the library of information you need to know about your contacts.

Contact view

  • The first tab is Info card which contains all contact information.
  • The extremely useful tab is Balance. Under balance, you can see how much you have spent on your contact through campaigns and how much this contact has spent in your online shop. Through the balance information, you will know exactly whether to target contact more often in your campaigns or not.
  • Notifications show which ones are enabled.
  • Forms tab shows which forms have been filled by this contact.
  • You can add notes under the Notes tab.
  • Under Orders you can see all the orders a contact has completed.
  • Under Newsletter you can see in which newsletter campaigns this contact was included. By clicking View you can see the info and content of the specific newsletter campaign.
  • All the following tabs are called Attribute groups and are custom created by you.

Contact view custom attribute group

# Adding contact manually

  1. Go to Marketing section in your DG1 platform.
  2. Click Audience.

Audience menu

  1. Click Add Add contact button .

Add new contact

  1. Enter contact info:
    • Enable the status.
    • Add an internal Code for your contact (optional).
    • Balance status is set to Lead, but you can change it to Buyer.
      • Lead is an expression used for contacts who are saved in your contacts but have not completed a purchase yet. Contacts added to your mailing lists through completing a purchase in your shop are automatically added to a default mailing list and are set as Buyers.
    • Add Title, First name, Middle name if available, Last name, Gender, Date of birth and Owner.
      • The owner is the one who is an administrator and is adding a contact to the list.
    • Go to E-mail and click Add new Add new contact info button .
      Type in email and select whether it is Home, Work or Custom email. If it is custom just select Custom and add description. Email must be enabled in order to work. You can add multiple emails but make sure to make one of them Default.
    • Add Mobile phone number. The same type of rules apply as with email.
    • Do the same with the telephone.
    • Go to Addresses, select marketing and add an address. Add multiple addresses by clicking Add address Add address button .

Add New Contact

The attribute groups you added to all your contacts are visible when adding a new contact manually therefore it is easy to fill in the information of all attributes.

add new contact custom attribute

Under Notifications you define permissions to notify contacts about your offers/sales and other marketing actions within specific mailing lists and through specific channels. You have a default mailing list, which is a general sales list. Global notifications will be checked and added automatically.

Add New Contact Notifications


The best way to gather information about your contacts is through forms. There is a special tutorial about forms so it is highly recommended you see it. Forms are the easiest and the best way to get your potential clients to turn into your buyers. When filling a form, your website visitors will automatically subscribe to your notifications and you will have all the control to direct their data into desirable mailings list and/or segments according to their interests and according to the content of your form.

You have 2 channels that define the type of communication with your contact: E-mail and SMS. If you want to add permissions for notifications, add a mailing list to which you would like to add a contact. By clicking the mailing list you add permissions for notifications. You can subscribe contact to specific channels within the mailing list.

Add New Contact Notifications Permission

To delete a contact from the mailing list, click Delete Delete with text button or uncheck all boxes.

Here you can add a contact to specific to specific Segment.

edit customer

If you have added attribute groups in your marketing section, the last thing you need to do is fill in the information within attribute groups.

  1. To save your contact click Submit Submit button green .
Copyright © 2022 DG1 Group Holdings Inc - All Rights Reserved - Terms of use - Privacy Policy - v0.4.8