# Create/Edit Contact

This screen displays a single Contact. You can view or update this Contact’s information, subscriber status, member status, affiliate status, or Contact groups.
WARNING: Don't delete this Contact if it has a corresponding User account (make sure it is not also viewable in the "My Contacts by User" view.

| ### Contact's Name |  |  | ### Contact's Subscriber Information
Salutation: | Mr., Ms., Mrs., Dr., Rev., etc. |  | E-mail Address: | The Person's E-mail Address
First Name: | First name |  | Opt-in: | If selected, permission has been granted to send this person and e-mail Campaign for any subscription Contact Groups they are included in. It overrides the "Opt-in" status associated with the Contact's Contact Groups & Subscriptions settings. NOTE: For CAN-SPAM ACT compliance, the Subscriber is ultimately in control of this setting. They can securely change this setting in real-time through a specially coded link appended to all e-mail Campaigns messages they receive).
Last Name: | Last name |  |  | The Person's Last Name
Suffix: | Jr., Sr., II, III, IV, etc. |  |  | The Person's Name Suffix
Nickname: | (If different from the First Name.) |  |  | The Person's Nickname

###

| ### Contact's Work Information |  |  | ### Contact's Home Information
Company: | The Person's Organization Name |  | Home Address 1: | The Person's Home Address (Line 1)
Title: | The Person's Title |  | Home Address 2: | The Person's Home Address (Line 2)
Department: | The Person's Department (if necessary). |  | Home City: | The Person's Home City
Office Location | The Person's Office Location (if necessary). |  | Home State: | The Person's Home State
Business Address 1: | The Person's Business Address (Line 1) |  | Home Zip Code: | The Person's Home Zip/Postal Code
Business Address 2: | The Person's Business Address (Line 2) |  | Home Phone: | The Person's Home Phone
Business City: | The Person's Business City |  | Mobile Phone: | The Person's Mobile Phone
Business State: | The Person's Business State |  | Home Fax: | The Person's Fax Line
Business Country: | The Person's Business Country |  |  |
Business Zip Code | The Person's Business Zip/Postal Code |  |  |
Business Phone: | The Person's Business Phone |  |  |
Business Fax: | The Person's Business Fax Line |  |  |
Website: | The Person's Website |  |  |

| ### Additional Notes
Lead Source: | How this Contact was sourced.
Description: | You can include any text descriptions or notes you wish to enter for this Contact. TIP: If you link this field to a Custom Form (using the "Connect to Contact" feature), then this description can be updated by a Custom Form, submitted by the Contact. However, for your protection, this field will not be pre-filled by any Custom Form Pages, so that any internal staff notes are not accidentally displayed to the Contact themselves.
| ### Membership Access
Member ID: | This is the Member's unique ID. The Member ID can be set manually when you create a new Contact by clicking on "Create Contact", or when you "Import Contacts". These methods produce unregistered Members. They will still need to register themselves (complete the Membership Entrance Page) before they can login and get Membership Access. The Member ID can also be set automatically whenever a Registered User orders a Product (Add Days to Membership property). The Member ID is set to the Order's unique Reference Code. The Member ID can be changed from it's default value to anything else at any time. The user will have Membership Folder access immediately. The Member ID can also be set automatically whenever a Registered User submits a Custom Form (Grant Membership Trial property). The Member ID is set to the Submitted Form's unique Reference Code. The Member ID can be changed from it's default value to anything else at any time. The user will have Membership Folder access immediately. NOTE: If the User's Contact does not have a Member ID at any time (it is blank) they will not be able to view any Membership Folders. ANY value in the Member ID field is considered a Member and will have Membership Folder access (unless their Expiration Date has expired).
Expiration Date: | This is the Member's Expiration Date. It is used to determine if the Member can view any Pages or Files in any Membership Folders each time they login. If the current web server date is greater than this date, then the Membership has expired and the User will not be able to access any Membership Folder content. TIP: If the Member orders more days, or completes another trial custom form, the Expiration Date is brought to the current date first, then the "days" specified are applied. Using the Membership renewal notification feature in the Site Settings, it is possible to totally automate Membership sign up and renewals.
| ### Affiliate Information
Approved: | Check this box to approve this Affiliate for commission payouts. This must be selected during the time any referring Orders are placed with the Affiliate's Code for any commission to be calculated. NOTE: The Affiliate Program must be enabled in the Site Settings.
Affiliate Name: | The Name of the Affiliate (for informational purposes only).
Affiliate Code: | The Affiliate Code for this Affiliate. This value is created automatically by the system when the Affiliate is first approved and e-mailed to the Affiliate using the Affiliate Welcome Page. The Affiliate must place this code in the URL for their website and e-mail marketing, and when clicked on by a Visitors, the Affiliate will get credit for any purchases on your website. If the Affiliate Code was "ABC123", then to activate it, your Affiliate would need to add it to a link as follows: http://www.mywebsite.com/?a=ABC123. NOTE: If you must change this code for some reason, you can change it's value (not recommended) and the previous value will no longer be usable.
Commission Rate: | The Commission Rate for this Affiliate. This rate is used in the Order Commissions calculations. NOTE: It will be set automatically to the Default Commission Rate in the Site Settings when the Affiliate is approved. You can change this value before approving the Affiliate provided that the Affiliate Approval is not automatic in Site Settings.
| ### Contact Groups & Subscriptions
Contact Group | You can place this Contact in any Contact Group that you have access to. Contact Groups serve two purposes for the Contact. One purpose is to organize, or classify your Contacts for your own information. Another is so that you can include them in e-mail Campaigns that you send from time to time. Once you select a Contact Group for this Contact, if the Contact Group has it's "E-Mail Subscription" property set, then an additional check box appears next to the Contact Group and you can "opt-in" or "opt-out" the Contact from the Contact Group's subscription (mailing list). NOTE: This setting is overridden by the Contact's global "Opt-in" setting (above). Also, for CAN-SPAM ACT compliance, the Subscriber is ultimately in control of this setting. They can securely change this setting in real-time through a specially coded link appended to all e-mail Campaigns messages they receive). NOTE: It is not possible for a Subscriber to opt themselves into a "Closed" subscription Contact Group. Therefore, if you want the Contact to be included in any Campaigns for any Closed subscriptions, you will need to manually add them ("opt-in") using this screen.