All Collections
Discover
Private Contacts
Can I do a subject search for my private contacts?
Can I do a subject search for my private contacts?

How to 'tag' your private contacts with subjects and search them in Agility.

Abbi Santos avatar
Written by Abbi Santos
Updated over a week ago

If you assign subject coverage to your private contacts, they can be found by a subject search on Agility. You can do this either when you create private contacts individually or when you edit a contact already in your private list.

This article explains how you can add private contacts.

To edit an existing private contact, navigate to Discover, then go to your Targeted Lists then click on ALL PRIVATE CONTACTS. Locate the contact you want to edit either by scrolling through the list of contacts or by doing a search for their name.

Once found, hover your mouse over their name then click on the pencil icon on the lower right.

In the Edit Private Contact page, scroll down and find the Subjects field.

You can type in a subject and then select one from the presented options.

You could also click on Browse All to view the complete list of controlled Subjects and select the appropriate ones from there.

In the pop-up window, you can either scroll down the list and click on the major subjects to locate the specific one you need then select it. You can also type into the keyword search window to see a list of available and related subjects you can use.

Once, you have assigned subjects to your private contacts, they can be found by a subject search. Assigned subjects will look like this on the private contact profile:

Now you can search for private contacts that cover specific subjects! When setting up the search, just make sure to include Private Contacts.

The results will include contacts from the Agility database as well as your private contacts. To see only your private contacts, filter the search results by Status and select only Private Contacts.

Did this answer your question?