Manage contact actions

Invelo allows you to take direct actions on each contact to keep your database accurate, automate marketing, and maintain outreach efficiency. From running a skip trace to enrolling contacts in campaigns or workflows, you can manage contacts proactively rather than just viewing their information.

This article explains the main contact actions available and how to use them effectively.

Key Contact Actions

1. Skip Trace

Skip Tracing is an action that updates a contact’s information to ensure it is accurate and current.

• Click the Skip Trace button in the contact record.

• Invelo will retrieve the latest phone numbers, emails, mailing addresses, and age (if available).

• Updated contact information appears immediately in the record, including:

  • Phone status (correct, wrong, DNC, no answer)

  • Email status (correct, wrong, no answer)

  • Mailing address status (deliverable, undeliverable, wrong, returned mail)

  • Age

Why it matters: Skip tracing reduces wasted marketing spend, improves campaign effectiveness, and ensures your outreach reaches the right person.

2. Enroll a Contact in a Campaign

Campaign enrollment is an action that adds the contact to a structured outreach campaign.

• Click Manage

• Select Enroll in Campaign in the contact record.

• Select the desired campaign.

• Confirm enrollment.

Use this action to:

• Target the right contacts with email, text, call, or mail campaigns

• Track campaign engagement

• Avoid missing opportunities for outreach

3. Enroll a Contact in a Workflow

Workflows automate sequences of actions for a contact. This is particularly useful for consistent follow-ups or multi-step campaigns.

• Click Manage.

• Select Enroll in Workflow.

• Choose the workflow to apply.

• Confirm enrollment.

Benefits of using workflows:

• Saves time by automating repetitive tasks

• Ensures consistent outreach across your team

• Tracks progress automatically

4. Delete Contact

Deleting a contact is a final action for removing irrelevant or outdated records.

• Click Manage.

• Select Delete Contact.

• Confirm deletion.

Important: This is permanent and will remove all associated marketing history and data. Use this action only when necessary to maintain a clean database.

Best Practices for Contact Actions

• Run Skip Trace regularly to keep contact information accurate.

• Enroll contacts selectively in campaigns or workflows to avoid over-contacting.

• Monitor last contacted and marketing data before deciding on deletion.

• Use deletion strategically to maintain a clean, organized database.

By using these contact actions effectively, you ensure your outreach is accurate, your marketing spend is optimized, and your team’s workflow is efficient.