Contacts Page

Navigating to the Contacts Page

When you log into Hatch, by default you will be on a Salesboard to which you are assigned. On the left-hand side of the screen (to the right of the workspace tiles), you will see a navigation bar that allows you to go to other pages.

In order to get to the Contacts page, click the person icon . It is the second-highest icon in the navigation bar.

The Full Contacts Page

Below is the entire contacts page and in the sections below we will cover a series of sections in depth.

Header Section

• A: Simple Search
  • Entering a search term here and either hitting Enter or clicking the magnifying glass will return a list of contacts that include the search term in the First Name, Last Name, Phone, or Email fields.

• B: Groups Drop-down
  • This is a list of all groups that exist on the workspace.
  • The default is “All Contacts”.
  • If a group is selected, the contacts list will filter to contacts that currently fit that group.
  • A group must be selected to enable the Edit a Group or Copy a Group features.
• C: Edit a Group shortcut
  • Clicking this will open a query editor that is populated with the selected group’s criteria.
• D: Total Contacts
  • This is a count of all the contacts that exist in the current workspace.
• E: Total in Group
  • This is a count of all the contacts that fit the criteria of the selected group.
    • If no group is selected, this will be 0.
• F: Selected Contacts
  • This is a count of all the contacts that are currently selected (the checkbox by their name is ticked).

Actions Section

This menu is on the right-side of the Contacts page. This area of the screen is also where the query editor lives when opened.

• A: Upload CSV
  • Clicking this button will lead to an option to download a CSV template or upload an existing CSV to add contacts to Hatch manually
• B: Data Explorer
  • Clicking this will open the Data Explorer. For more information, please refer to the Data Explorer help article.
• C: Create a Group
  • Clicking this will open a blank query editor box where you can input HQL and save a group with a name.
• D: Copy a Group
  • Once a group is selected, this option will be available and you will be able to copy the query of the selected group.
• E: Edit a Group
  • Once a group is selected, this option will be available and you will be able to edit the query of the selected group.
• F: Launch into Campaign
  • When this is clicked, you will be able to select a campaign from that workspace and a preview of the messaging will show up.
  • When contacts are selected, you will then be able to manually kick off the selected campaign for the selected contacts.
• G: Create a Contact
  • Clicking this opens a form to input
    • First Name
    • Last Name
    • Phone Number
    • Email Address
  • Clicking save will create a new contact or will add an opportunity to an existing contact if that phone number or email is already associated with a contact.
• H: Advanced Search
  • This is a blank query editor that does not allow a save but does allow for one-off HQL searches.

Contacts Table Section

• A: On Board
  • This column lets you know if the contact is on the current workspace or not
• B: Tags
  • The only two tags are related to Hatch events
    
    • If the contact is currently in a campaign (C)
    • If the contact has been opted out in Hatch (D)

• • If a contact has either of these tags, that contact cannot be selected to launch into a campaign
• C: Campaign Tag
  • This tag displays the name of the campaign the contact is currently in
• D: Opt Out
  • This tag only applies when the contact was opted out in Hatch
• E: Rows Per Page
  • This allows you to choose the amount of contacts that appear per page to scroll through
  • The count next to this is which range within the contacts the current page is on