Contacts

Organizing Your Spreadsheet Before Importing
To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start. Save as a CSV (c...
Wed, 24 Jan, 2018 at 12:13 PM
Step by Step Guide to Importing your Spreadsheet
If you like videos, here's a great one on Importing Contacts into Hatchbuck! Below is a guide to make your import process smooth an...
Tue, 20 Mar, 2018 at 11:33 AM
Preventing Duplicates in the Import Process
One of your goals with Hatchbuck is probably to get and stay organized. Duplicate records can be an annoying hindrance to that goal. Hatchbuck can help ...
Fri, 22 Sep, 2017 at 1:44 PM
Merging Duplicate Contacts
If you find duplicate records in your Hatchbuck database you can quickly merge those two records together.  First, in your Contacts tab, sele...
Wed, 18 Oct, 2017 at 4:35 PM
Adding a Single Contact
--If you prefer videos, here is a video tutorial on this. Follow the steps below to quickly add a single contact:  From the Contact list view, ...
Tue, 5 Sep, 2017 at 4:20 PM
Step By Step Guide To Contact Statuses
Contact Statuses are how your relationship with your potential/current/former customers evolves throughout the nurturing process.  Example Cont...
Fri, 22 Sep, 2017 at 1:54 PM
Adding and Using Lead Sources
If you're not already tracking your lead sources, it's time to start! Tracking where your leads are coming from is imperative; lead sources can yo...
Thu, 19 Oct, 2017 at 4:43 PM
Adding and Filtering by Custom Fields
--If you prefer videos, check out this tutorial on Filtering Contacts or this one on Custom Fields. Custom Fields are a great way store additio...
Thu, 12 Oct, 2017 at 3:51 PM
Custom Field Character Limit
Our Custom Fields allow you to store additional information on a Contact, Company, or Deal record, but there is a character limit you should be aware of. ...
Thu, 12 Oct, 2017 at 3:56 PM
Using Tags
If you prefer video, here's a great one! Tags are probably the Hatchbuck Team's favorite feature. Use tags to segment your contacts ba...
Wed, 11 Oct, 2017 at 11:08 AM
Adding or Removing Tags
--If you prefer video, here is a video tutorial on Tags. If you haven't look at this article yet, you may want to. It helps you understand ...
Tue, 5 Sep, 2017 at 4:29 PM
Filtering by Tags
-- If you prefer video, here is a video tutorial on Filtering Contacts. Tags can be used to segment your contacts based on their general in...
Tue, 17 Oct, 2017 at 2:29 PM
Using Tag Rules
--If you prefer videos, you can find one on Tag Rules here.   Automating your process saves you time and allows you to focus on other aspects of your ...
Wed, 11 Oct, 2017 at 3:19 PM
How Contact Scoring Works
--If videos are more your style, check out this tutorial on Contact Scoring. The Contact Score is based on the following actions a contact can t...
Fri, 13 Oct, 2017 at 2:07 PM
How To Boost Contact Scores with Automations
Contact Scoring is a helpful tool to measure engagement levels of your prospective clients. Contact scores are applied automatically based on these contac...
Fri, 13 Oct, 2017 at 2:48 PM
Manually Boosting Contact Scores
Hatchbuck will automatically calculate a Contact Score based on your contact's specific actions. For a refresher on how contact scoring is calculat...
Fri, 13 Oct, 2017 at 3:31 PM
Updating How Your Contact Scores Are Calculated
For a quick refresher on how Contact Scoring works, check out this article.  To edit the time period or the points associated with each contact ac...
Fri, 13 Oct, 2017 at 2:18 PM
What do Engaged, Neglected and Unresponsive Mean?
You care about your contacts and want to know when they are actively engaging with you and also when they might be needing a little more TLC. The co...
Fri, 26 May, 2017 at 10:45 AM
Tying Events to Contacts
In Hatchbuck, you can create an event for a large list (trade show or date-specific promotion) or for a single contact (birthday or renewal date). You...
Wed, 11 Oct, 2017 at 9:33 AM
Attaching Documents To A Contact Record
Quickly upload a document to a contact record following these steps: On the Contact Record, click on the Notes Tab Click the +New Note button In...
Wed, 4 Oct, 2017 at 3:26 PM
How Hatchbuck's Social Media Snapshot Works
Through Hatchbuck's integration with Full Contact, we are able to match your contact to their social media profiles, pull those networks into Hatchbuc...
Wed, 3 Oct, 2018 at 11:14 AM
Choosing/Changing Profile Pictures
Hatchbuck will bring in images if possible for your contacts through our Social Media Snapshot (more info, click here). To change these pictures...
Fri, 13 Oct, 2017 at 4:16 PM
Customizing Contact List View
If you would like to quickly view the information you need most, you can easily customize your contact list view. From the Contact List View se...
Tue, 17 Oct, 2017 at 2:50 PM
How Can I Filter My Contact List View?
Select the Filter button from your Contact List View  You can save filters you use most with "My Saved Filter List" Type in t...
Wed, 18 Oct, 2017 at 4:02 PM
Guide to Contact Filters
Use the below guide to maximize Hatchbuck's filters and segment your Contacts based on a wide variety of fields available.  Contact Name ...
Mon, 18 Sep, 2017 at 2:28 PM
Guide to Contact Activity
Using the Contact Activity filters you can easily search by behavior and learn more about your contacts through their engagement with y...
Mon, 18 Sep, 2017 at 2:11 PM
Email Activity
You can use Hatchbuck's Email Activity filter to quickly view contacts that have been sent or not sent an email, and how they engaged (or did...
Tue, 17 Oct, 2017 at 2:02 PM
Advanced Searching
Segmenting your list can be a powerful way to hyper-target specific groups. With Hatchbuck's And/Or searching feature you can complete a Boolean...
Mon, 18 Sep, 2017 at 2:00 PM
Updating Multiple Contacts or Taking a Group Action
Hatchbuck allows you to update multiple contacts quickly and easily and also makes it super simple to take a group Action.  First, you'll w...
Thu, 28 Sep, 2017 at 3:51 PM
Managing Tasks
--Take a look at our video tutorial on Task Management here. You can manage tasks in two places; the Tasks tab, which you will see at the top b...
Wed, 4 Oct, 2017 at 2:59 PM
How can I Update Multiple Tasks at Once?
While in your Tasks tab, select the tasks you'd like to update, then click the orange Actions button   You can:  Mark tasks as Com...
Wed, 18 Oct, 2017 at 4:09 PM
How can I Manage Task Types?
Depending on your role, the types of tasks that you need could differ greatly from the task types your Sales Team or Marketing person might need. The g...
Wed, 18 Oct, 2017 at 4:12 PM
How can I Make a Task High Priority?
Hatchbuck allows you to differentiate high priority tasks from the rest so you can clearly see which of your tasks for the day will require your immed...
Wed, 18 Oct, 2017 at 4:08 PM
How can I Backdate a Task?
If your company is utilizing our Activity by User Sales Report it's important that all tasks to call, email, etc have been recorded.  Hatchbuck giv...
Fri, 27 Oct, 2017 at 3:32 PM
Check Your List To Avoid SPAM Complaints
SPAM complaints can hurt your Sender Reputation and your overall deliverability stats, so finding strategic ways to avoid these complaints is essential....
Mon, 11 Sep, 2017 at 2:35 PM
How do I find Contacts that have Clicked on Links in my Emails?
With the Link activity filter you will be able to:  Search to see which contacts clicked or have never clicked on a particular URL  ...
Tue, 17 Oct, 2017 at 2:14 PM
Finding Contacts with no Email Address
To pull a list of contacts that do NOT have an email address, follow these steps:  Go to the Contacts tab and click the Filter button in the top righ...
Fri, 13 Oct, 2017 at 4:33 PM
Finding Contacts who have Unsubscribed
Hatchbuck will automatically remove any contacts from future email sends who click the "unsubscribe" link in the footer of your emails, but we...
Mon, 16 Oct, 2017 at 3:53 PM
Finding Contacts with Invalid Email Addresses
To pull a list of contacts with a bad or invalid email address, follow these steps.  Go to the Contacts tab and click the Filter box at the top...
Fri, 13 Oct, 2017 at 4:47 PM
Finding Contacts that have Unsubscribed
To view your Contacts that have unsubscribed: Go to the Contacts tab from the main navigation Select the Filter button in the top right corner ...
Thu, 28 Sep, 2017 at 4:01 PM
Filtering for Contacts that have Complained of SPAM or have a bad Email Address
Using Hatchbuck's Contact Filters you can quickly view Contacts that have a bad email address, complained of SPAM, have unsubscribed, or just in genera...
Thu, 28 Sep, 2017 at 3:56 PM
What Does "Can/Cannot Be Sent an Email" Mean?
Contacts that cannot be sent an email Hatchbuck cannot send to these contacts because they do not have an email address, do not have a valid email a...
Tue, 17 Oct, 2017 at 2:35 PM
How Can I Update Multiple Companies?
It is really simple to update more than one company at once! Navigate to Contacts > Companies Check the companies you wish to select, and ch...
Sat, 8 Apr, 2017 at 11:21 AM
Guide to Associated Companies
If your goal is to quickly search for contacts using their company information, Hatchbuck now offers a company view! Clicking into the Com...
Tue, 30 Jan, 2018 at 4:27 PM
Customizing Company List View
If you would like to quickly view the information you need most, you can easily customize your company list view. From the Company List View sele...
Tue, 30 Jan, 2018 at 4:29 PM
How Can I Filter My Company List View?
Select the Filter button from your Company List View: You can save filters you use most with My Saved Filter List Search Filter ...
Tue, 30 Jan, 2018 at 4:28 PM
If I Change a Company's Status, does it Change for all Contacts?
We've added a brand new Company List view where you can very easily filter for and update multiple companies at once, including the Company status.  ...
Wed, 18 Oct, 2017 at 4:18 PM