How to edit contact tags or shopper groups in Remarkety

There are two ways to edit contacts within Remarkety:

1. Edit via manual CSV upload for bulk edits

If you are not yet familiar with the manual upload and how a CSV should be formatted, see here: Uploading contact lists to Remarkety. Already a pro at this? Continue reading below. 

To edit contact data, you will re-upload the contacts via CSV with the edits you'd like to make in the appropriate columns.  

Re-uploaded contacts will never be duplicated. Once you upload your CSV with the edits you'd like to make, you will have a few options for how the data is used:

Ignore first line (title): You should choose this option if you've added column titles to your CSV such as Email address, First Name, Last Name, etc. 

If contact already exists then override data with the new imported data from this file: This option will completely replace all data associated with a particular contact with the data listed in the CSV upload. 

Do not delete existing tags. Just add new tags (Default): You will select this option if you would like to simply add tags to a contact and leave all other data as is.

Delete ALL tags for uploaded contacts that are already in the system, and use the tags from this file instead (if any): You will select this option if you would like all existing contact data to remain the same EXCEPT tags. Previous tags will be replaces with the newly uploaded tags. 

 

2. Edit via the contact info page for one or few edits

First, click manage contacts listed under contacts on your navigation menu. 

 

You will then be directed to the main manage contacts page. From here, you will click on the email address of the contact you would like to edit (i.e. jj@example.com). 

 

 This will open the Contact info page where you can edit contact tags and other data via the edit button. 

 

If you have any questions regarding this, please feel free to contact support@remarkety.com. 

Thanks!

Rachel

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