Whether you're working on outreach, organizing account data, or building reports, having quick access to the right contacts is key. MediaOS gives you several intuitive ways to view, search, and manage contact records across your accounts.
Finding Contacts #
You can access contacts in MediaOS in a few different ways, depending on what you're looking for.
Option 1: View Contacts from an Account #
To view contacts linked to a specific account, start by going to the Accounts page and using the search bar to find and open the relevant account. Once inside the account, you'll see all associated contacts listed on the right-hand side of the page. From there, you can click on any contact to edit their details or click Add Contact to create a new one.
Option 2: Use the Contacts Tab #
If you need to browse or filter contacts across multiple accounts, start by navigating to Accounts and clicking the Contacts tab at the top of the page. From there, you can search and filter contacts using a variety of criteria, including first or last name, title, state or country, pipeline status, contact enlistment, and other custom fields. These filtering tools function as a power search, allowing you to drill down into specific contact segments for targeted outreach or data management.
Advanced Filtering Options #
MediaOS also supports advanced contact filtering within specific modules such as Memberships, Audience Newsletters, Voting Tools, and Custom Field Contacts. This allows you to create highly targeted contact lists tailored to specific campaigns or operational needs, making segmentation and outreach more efficient across different parts of the platform.
Need to segment your outreach or group contacts for targeted communication? MediaOS makes it easy to organize contacts by adding them to specific lists.
How to Add a Contact to a List #
You can add any contact to a list from anywhere in the system. Start by locating and opening the contact—whether from the Contacts tab, within an account view, or through a report. On the right-hand side of the contact record, find the List Segments section and click Add. Select the appropriate list from the dropdown menu, and once added, the list will appear directly under the List Segments area for that contact.
Note: Contacts can belong to multiple lists, allowing flexible segmentation across newsletters, campaigns, and internal workflows.
