Assign Student Contact to Agency for Schools
In Mautic, there are two different ways to assign a contact to an agency. You can identify a certain agency when creating a contact or edit a contact’s profile to include their agency.
Assign New Contact to Agency
If the contact you want to add to an agency isn’t yet in Mautic’s database, you can make sure to specify what agency they belong to when creating them.To create a new contact, you can either click ‘Quick Add’ or ‘New’ to start the process. For more information into the two different methods of creating contacts in Mautic, click here.
If you choose the ‘Quick Add’ option, you can select the agency a contact belongs to by filling in the ‘Agent Name’ section.
If choose to create a ‘New’ contact, navigate to the ‘Agent information’ section to add the agency and/or agent name.
Note: if you haven’t added the agency to Mautic at this point, you can do so in the ‘Agencies’ section of Mautic. Learn more about creating an agency contact here.
Edit Contact’s Agent Information
If you want to update a contact to include their agent information, first navigate to the contact’s profile in Mautic.
There are two areas where a contact’s agent information appears in each profile. One is under ‘Company’ in the right-hand lead profile, and the other is under ‘Agent Information’ in the top left-hand section.
To edit your contact to include an agency or agent, you could either manually edit your contact or use Mautic’s inline editing feature.
Manually Edit Contact Agency
If you choose to manually edit your contact, first click ‘Edit’ in the top right-hand corner.
Then, navigate to ‘Agent Information’ and add the appropriate details.
Quick Edit Contact Agency
Mautic’s inline editing feature enables users to edit contacts without navigating out of their profiles. For more information on it, click here.
To assign a contact to an agency using this feature, first click ‘Agent Information’ in a contact’s profile. If no information appears, toggle the green ‘Show Empty Fields’ button.
Since you haven’t yet assigned the contact to an agency, the agent name will show up as ‘Empty.’ Simply double click on this field and you will be able to enter in an agent name.
The profile will automatically update with the new information.