Relationships

Managing Contacts

• Custom View Grid
• How do I download my Usherpa database to Excel?
• Viewing Contacts and Different Marketing Levels

Adding Contacts

• Your Usherpa Database...How to Send us your Database. FAQ's

Editing Contacts

• How do I opt out contacts from specific Done-for-you Marketing Emails?
• Quick Edits on the Grid Screen
• Splitting or Swapping a Contact
• How do I add a new contact to my Usherpa account?
• How do I Edit a Contact’s Record?

Contact Types

• What are the emails being sent out to contacts?

Uploading, downloading, and maintaining your Usherpa database

• How do I download mailing labels from Usherpa?
• What is the “Contact Display Name”?
• How does the "scrubbing" process work with my database when I have a mailing going out?
• Marketing Levels
• Can I have a contact signed up for more than one campaign type?
• How do I change what type of marketing I send my contacts on an individual basis?

See all 11 articles

How to upload V-Cards from Outlook to Usherpa

• What are vCards and how do I use them?
• Exporting vCards from your Usherpa account to Outlook

How to add and manage groups

• How do I use the Groups feature?
• How do I move a group of customers onto a different marketing level?