Overview
Review your list of contacts receiving your marketing content. Each contact represents a customer, lead, or prospect. Understanding your audience helps you tailor your messaging and boost engagement.
Make sure you’re viewing the correct Marketing Pro content
This article is for Marketing Pro v2. If you are using Marketing Pro, see Manage Marketing Pro Audiences for content specific to your experience.
You can check your version following these steps:
Go to the navigation bar and click Marketing
.If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.
Feature configuration
Marketing managers, business owners, and other marketers on your team
Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Things to know
The contacts in Marketing Pro populate from your Customer Relationship Management (CRM) platform.
You can't add or remove anyone from the Contacts list.
You can't edit the data associated with any of these marketing Contacts.
Contacts overview
To view all contacts:
Go to the navigation bar and click Marketing
.In the side menu, go to Audiences > Contacts.
The Residential or Commercial tab opens. This depends on which tab includes the larger number of contact records. The same concept applies for the Single Location and Multi-Location tabs.
In Contacts, you can:
View contacts by type
You can find two types of contacts in the Contacts section:
Residential: Individuals who use services for personal or household use.
Commercial: Businesses or organizations that use services to generate revenue.
Click the Residential tab to view residential contacts. To view commercial contacts, click Commercial.
View contacts by organization type
Residential and Commercial contacts are divided into two sub-categories:
Single Location: Contacts who have one service location address.
Multi-Location: Contacts who have more than one location address where they want to receive services.
Click the Single Location tab to view contacts with a single location. To view contacts with multiple locations, click Multi-Location.
View contacts by account stage
On the Contacts screen, contacts are broken into two different tables depending on where they are in the sales lifecycle:
If a contact has historic conversions, sales, or services, then they appear in the Customers table.
If a contact is a prospect, it appears in the Leads table. Prospects are contacts that have not been converted in the past.
Customize your view of the Customers or Leads table
The Customers and Leads tables include basic information about the contact's account, email, email status, phone number, mailing address, date added, and details. You can add and remove columns in the table to adjust how you see the information.
To add and remove additional columns:
Go to the navigation bar and click Marketing
.In the side menu, go to Audiences > Contacts.
On the Contacts screen, click Edit Columns.
In the Edit Columns - Customers pop-up that opens, select the columns you want to see in the table. The Customer and Leads columns are selected by default and can't be removed. To remove a column, deselect it. You can also organize the order of the columns in the table by using the drag-and-drop tool.
Click Apply to save your selections. You can restore the default selections by clicking Reset Defaults.
The newly added columns appear in the Customers and Leads table.
Sort columns
Click a column header to organize the table by that column in ascending order. Click it again to reverse the order.
Search for a contact
You can only search for contacts by name. Search results appear in the table below.
Export the Contact tables
To download the Customers or Leads data as a CSV file:
Go to the navigation bar and click Marketing
.In the side menu, go to Audiences > Contacts.
Go to the table that contains the data you want to export.
Click Export.
View the breakdown of Contacts
Go to the navigation bar and click Marketing
.In the side menu, go to Audiences > Contacts.
On the Contacts screen, click Show Breakdown.
The Breakdown screen opens with the details of the contacts and their breakdown. 
View a contact's details
Go to the navigation bar and click Marketing
.In the side menu, go to Audiences > Contacts.
On the Contacts screen, find the contact whose details you want to view.
Click the contact name to open the Customer Detail screen.
