GOPO Session Recordings-Contacts

Video Transcription

Video Summary

The video is a training session on GlueUp’s Contacts module, explaining how it functions as the CRM for storing individual contacts and companies. It covers navigation, search, filtering, exporting, and managing displayed columns. The presenter shows how to add contacts one by one or import them in bulk using Excel templates, including field mapping, handling duplicates, and troubleshooting failed imports with error reports.<br /><br />The session also explains how admins can customize contact and company forms by reordering fields, making fields mandatory, and creating custom fields. It then demonstrates viewing contact profiles, including activities, notes, memberships, subscriptions, and engagement metrics. Contacts can be deleted, merged, or organized into manual contact lists and automatically updated smart lists.<br /><br />The company section works similarly, but company profiles also show linked individual contacts. The training ends with an overview of the Opportunities feature, which helps track sales or project pipelines through customizable stages, with options to add notes, tasks, invoices, and proposals.<br /><br />In the Q&A, the presenter clarifies that Outlook integration is a separate add-on for linking emails to contact profiles, while GlueUp email allowances refer only to campaign emails. They also explain unsubscribed and bounced/suppressed contacts, opt-in/opt-out privacy settings, and how contacts from campaigns, events, or memberships all flow into the master contact list.

Keywords

GlueUp Contacts

CRM

contact management

company profiles

bulk import

custom fields

smart lists

opportunities