Cedros Documentation
Contacts and audiences
Updated Oct 1, 2026
Adding and updating a contact
Add a person, review duplicate matches, update follow-up and custom details, and request corrections to contact information.
Contacts and audiences
Updated Oct 1, 2026
Cleaning an email list
Scan email lists for invalid addresses, bounces, exclusions, and inactive recipients. Review matches, choose a cleanup action, and verify the result.
Contacts and audiences
Updated Oct 1, 2026
Creating an audience list
Create an audience from visitor tags, site contacts, or a CSV, then check recipients, subscription status, and list updates before sending.
Contacts and audiences
Updated Oct 1, 2026
Creating audiences from visitor behavior
Set visitor-tag assignment and removal rules, build dynamic email audiences, and check how activity, timing, and recipient eligibility affect membership.
Contacts and audiences
Updated Oct 1, 2026
Importing contacts from a CSV
Prepare and import a CSV, map recipient fields, choose subscription status, handle existing contacts, and check or recover the import.
Contacts and audiences
Updated Oct 1, 2026
Managing unsubscribed and suppressed recipients
Review opt-outs and suppressed addresses, understand campaign exclusions, use list cleanup, and handle requests to subscribe again.
Contacts and audiences
Updated Oct 1, 2026
Organizing contacts with tags and filters
Create and apply People tags, combine filters, use saved views, and manage shared tags without losing track of the right contacts.
Contacts and audiences
Updated Oct 1, 2026
Understanding visitors, leads, and customers
Learn what Visitor, Lead, Customer, and Archived mean, find the right person, change their stage, and review possible identity matches.
Contacts and audiences
Updated Oct 1, 2026
Viewing a customer’s history
Review a person’s activity, conversations, campaigns, business records, and team notes, and find missing or older history.