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What are Private Contacts and how can I utilize them?

What are Private Contacts and how can I utilize them?

Jonathan Gould avatar
Written by Jonathan Gould
Updated over 5 months ago

Areas when you might want to create a Private Contact:

  • An Influencer/Outlet already appears in the database, however you have access to a private email address or phone number that might not be available to the public

  • An Influencer/Outlet that is highly specific and doesn't appear on the public database

Viewing Private Contacts

You can access any existing Private Contacts by clicking on the "Private Contacts" tab which appears next to the "My Lists" tab on the Lists Page. TIP: Private contacts will always be indicated with a lock icon 🔒 to distinguish from normal contacts.

Searching Private Contacts

Use the 'search private contacts' field to search private contacts by name or use the page selector to jump between different pages if you have many private contacts set up.

Private Contacts Actions

You can use any of the following actions with a Private Contact by clicking on the action button:

  • Add to an existing list or create a new list

  • Copy/export emails

  • Bulk Export as CSV

  • Delete Contact

  • Send Media Releases

Creating a Private Contact

You can create Private contacts via manual entry or bulk upload by clicking Outreach, then Lists, then choosing ‘Private Contacts’ tab the "Add private contacts" or “Import Private Contacts” buttons . N.B. Private contacts are visible to all users in your organisation, however will not be visible to other users, or in the broader database. Remember: Private contacts will always be indicated with a lock icon 🔒 to distinguish these from normal contacts.

Please note - When adding an email address for a private contact, you will need to ensure the email address valid. CisionOne will not send emails to invalid email addresses. If you see the messages in the images on the right, please check and edit the email address.

Manual Entry

At a minimum you must add:

  • First Name

  • Last Name

  • Email Address - the email address must be a valid one

You can also add:

  • Salutation

  • Job Title

  • Language

  • Phone Number

  • X Profile

  • LinkedIn Profile

  • Address Line 1

  • Address Line 2

  • Address Line 3

  • City

  • State

  • County

  • Postal Code

  • Country

Bulk Uploading Private Contacts

You can download a sample .csv file to ensure you include all the correct fields. The fields marked in blue are required.

salutation

first_name

last_name

email_address

phone

job_title

language


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