Adding, Deleting and Searching Private Contacts

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Modified on: Thu, 1 Dec, 2022 at 7:41 PM

If you cannot locate a particular Media Contact in the Cision Communications Cloud, you can add that person as a Private Contact to your view of the Cision Database. Private Contacts are then available for your Cision users within your organisation to add to their Media Lists. If you are Cision Communications Cloud is divided into different workspaces or data groups, added Private Contacts are available for all workspaces or data groups within an organisation.

Adding a Private Contact:

1. Click on the Influencers tab
2. Click on Add New

1. Be sure that New Contact is highlighted
2. Enter the record information
3. Enter any other additional information you would like on to appear on the Contact profile

NOTE: The two required fields are Contact Last Name and Country. If you want to use the Formal Name merge field option in our email distributions, fill out Prefix and Suffix.

Once you have added the desired criteria, click SAVE.

IMPORTANT: On the client end, this is the only way to add private contacts to the Cision Communications Cloud.  For more information on pricing for uploading a spreadsheet of media contacts, please reach out to your Account Manager directly. 

Deleting a Private Contact:

You can delete a Private Contact from their Media Contact Record.  To access the record, you must first find the contact.

The Media Contact Record for the Private Contact will display. A Private Contact’s record will always have a Private Contact purple banner in the upper left-hand corner.

Delete the Private Contact:

Click Confirm on the Delete Contact menu that appears to fully remove the Private Contact from the database.

Searching Private Media Contacts:

If you would like to run a search to locate all or some of the Private Media contacts you have added to the system. Head to the Influencer drop-down and click Search.

From the Media Contacts drop-down, select the Record Type and choose Private. This will run a search for any Private Contacts in your system. You can use the blue Plus sign to add additional criteria to your search.

Once you click Search, you will see a list of contacts that match that criteria.

If you prefer to view results in a column view, you can select the hamburger menu on the right-hand side of your screen and look for the Record Type column.  The Key icon in that column will indicate that it is Private.