You can add private contacts to Vuelio, which can only be seen by users in your organisation.
Managing private contacts in Vuelio also ensures compliance with data protection regulations, such as GDPR, by keeping sensitive information secure and accessible only to authorised users.
Add a single contact
Navigate to the contacts module >
Click New Contact >
OR
Use the Quick Add function at the top of the Vuelio platform and select 'Contact' >
The Main details on the left-hand side are the very least information for you to complete; these are also marked with a * >
On the right-hand side, this information will make up the rest of the profile in the database >
Next is the information regarding the Role/Job Title and Outlet the contact is associated with. Type in the name of the outlet to search the database and add the contact to it, or click 'Create New Outlet'. Please note that creating a new outlet from this page only allows you to add the name of the outlet and a short description. If you wish to add more information, create the outlet first by following the steps in the Create a Private Outlet instructional or look up the Outlet at a later time to update it.
Additionally, private contacts can be added to media lists to streamline their use in campaigns. For detailed steps, refer to the section on adding private contacts to media lists.
NOTE: The information you populate in the above fields are also used to map the contact into the database, therefore if you choose topics for this private contact, they will then appear in searches along with all the other contacts in the database with those same topics.
The more details you can add, the easier it will be to find the contact in search results.
Note that your private contacts are only visible to other users in your account and cannot be kept updated by our research team. If you would like us to check a contact for you, get in touch with [email protected] or use the live chat and we'll verify details to add to the database for you.
View your private contacts
To view your private contacts, navigate to the 'Contacts' module, then click 'Private Contact Results Only' in the search filters >
