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How do I update the status of a contact?

Overview

As described in the Contacts Overview article, the status of contacts determines their role within your program. There are several different types of contacts, including ambassadors, prospects, unsubscribed and banned contacts:

  • Ambassadors: Contacts that are enrolled in your program are ambassadors. These individuals typically have access to at least one of your campaigns through a segment, which they are assigned atleast one share link/code to refer others. 

  • Prospects: Contacts that are not yet enrolled as an ambassador are prospects. By default, anyone that an ambassador refers that is not automatically enrolled in your referral program is added as a prospect. Please note, no action is required for contacts in the prospect state. You can opt to leave these contacts as is or enroll them and assign them to a campaign/segment. 

  • Unsubscribed: Ambassadors are provided with the option to opt-out of communications that you've sent to them through Ambassador or the referral program as a whole. In the event that someone unsubscribes from your emails or program, their status will be updated accordingly. Additionally, if you choose to unsubscribe an ambassador, they will end up in this section. The "Unsubscribed" tab is also a great place to upload any opt-out lists that you have from other email service providers that you use such as MailChimp, HubSpot or Eloqua. For more information on importing these lists, check out this support article: How do I import my contacts?

  • Flagged: If you have our Security functionality enabled in your plan, you will be able to view any contacts that have been flagged as suspicious. 

  • Banned: If you would like to block an ambassador from any campaign that they're currently in, as well as any future campaigns that you create, you can ban them. This ban can be reversed at any time.

You can update the status of a contact or multiple contacts using any of these processes:

  • Manually for a single contact or all contacts in a segment
  • Bulk import via CSV
  • Via API: ambassador/update endpoint

How to manually update the status of a single contact or for all contacts in a segment

To update the status of a contact or all contacts in a segment at anytime from the Ambassador Admin, follow these simple steps below!​
​Step 1: Go to the navigation menu on the left and click "Contacts." ​

Step 2: It will default to the Ambassadors tab. You can select an alternative tab based on the contact's existing status. If you're unaware of their current status, select the All tab to do a search within all contacts regardless of status. 
Step 3: Once you're on the relevant tab, search for the contact by email or filter using other attributes, such as name, Share Code, Internal ID (UID / ID assigned to a contact by your team/system).  

 
Alternatively, you can filter for a specific segment and update the status of all contacts in that segment. 
Step 4: From the search results, select the check box next to the contact's email address, then select the blue "Update Status" button.  
Step 5: A popup will appear, and from here, your steps will vary based on the action you'd like to take. 

To enroll a prospect as an ambassador

  1. Select Enrolled > select Next
  2. Select the Segment(s) the contact should be added to, to get access to the campaign (an any others important to the context of your program) > select Next
  3. Select to Send the Welcome Email for the campaign they're being added to, or select Don't Send Anything > select Next
  4. Review that everything is correct and click Finish.

From here, the contact should now be found in the Ambassadors tab, a share link(s) is generated for them, and an email was sent if you selected to notify them. 


To unsubscribe a contact

  1. Select Unsubscribed > select Next
  2. Review and click Finish.

From here, the contact will now appear in the Unsubscribed tab. Their share link(s) will become inactive and no emails can be sent to them. If they choose to re-enroll, please see the following about "Subscription Status" found next to a contact in Unsubscribed tab: 

  • Unsubscribed / Opted Out - When a contact chooses to unsubscribe from the program and emails. The company cannot resubscribe them, the contact must choose to opt in again through the Portal.
  • Unsubscribed / Do Not Contact - Someone from your company has unsubscribed the contact, so you can resubscribe them or they can opt in again through the Portal. 

To ban a contact

  1. First, determine if you would like to send a notification email to the contact to let them know they've been banned/deactivated. If so, customize it in your Campaign > Emails section. If the contact(s) are in multiple campaigns, customize the default email template. 
  2. Once you're ready, select Banned > select Next.
  3. Select Don't Send Anything or Send Deactivation Email. 

From here, the contact will now appear in the Banned tab. Their share link(s) are now active and no new commissions can be created for them. However, if any commissions were created for them previously, you can still approve/pay or deny them. 

How to update the status of multiple contacts in bulk with a CSV import

Follow the steps in this article to import contacts, leaving out the Status column. However:

  • After you upload the file and map the fields, you will be prompted to select the Status of the contacts.
  • If you are changing the Segments, you should do that in the popup as well.
  • And depending on what that status is, you will get a prompt to Notify them. Then continue as-is. 

How to update the status of a contact via API: ambassador/update endpoint

You can use the Ambassador API endpoint ambassador/update to update the status of a contact. Follow the instructions outlined in the developer docs here.