Contacts & Families
Adding and editing contacts, family profiles, tags, segments, searching, and merging duplicates.
- [HOW-TO] SEND New Leads & Families Your Studio's CONTACT CARD So It's Effortlessly Saved In Their Phone!
- 📨 How to Set Up a “Manage Preferences” Page for Marketing Emails
- Activity Section Upgrade
- Adding and Managing Notes in Enrollio
- Adding Files to Parent Profiles Using a Custom Field
- Adding Profile Pictures to Parent Records
- Adding Tags to Multiple Families at Once
- Additional Emails per Contact
- Additional Phone Numbers per Contact
- Advanced Filters and Smart Lists in Enrollio Workflows
- Advanced Filters for Contacts
- Advanced Filters for Custom Objects
- Auto-Fill Forms for Returning Families
- Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts in Enrollio
- Birthday Reminders for Families
- Bulk Actions - Overview
- Bulk Actions for Enrollment Opportunities
- Bulk Actions for Families & Smart Lists
- Bulk Actions for Families: FAQ
- Connecting Parents and Staff Using Custom Labels
- Conversations: Contact Merging for Facebook/Instagram Contacts
- Creating and Updating Custom Object Records
- CRM FAQs
- CSV File Format for Importing Families and Enrollment Opportunities
- Custom Object Audit Logs
- Custom Objects - Unique Fields Support
- Custom Objects Now Available In All Plans + Higher Limits
- DoNotDisturb (DND)
- Enhanced Contact Import Experience with Enrollio
- Enrollio Email Validation
- Export Parent & Family Data to CSV
- Export Transaction Records as CSV
- Families – Revamped List View & SmartLists
- Family Engagement Score
- Family Types
- Getting Started - Add Your First Family
- Getting Started with Companies
- Getting Started with Custom Objects
- Guide to Pre-Built Contact Segments
- How To Add a Tag to New Contact List Import
- How to Add Files to Contact
- How to Add Multiple Phone Numbers for an Enrollio Contact
- How to Allow or Prevent Duplicate Contacts
- How to Automatically Assign Prospective Families to Your Team
- How to Build a Double Opt-In Flow for Parent Communications
- How to Create & Manage Smart Lists
- How To Create and Edit Smart Lists
- How to Delete a Contact and Associated Contact Data in Enrollio
- How To Delete Families and Their Data
- How to Export Contacts From Jackrabbit
- How to Export Contacts from Studio Director
- How to Export Contacts into a CSV for Your Dance Studio
- How To Import and Export Contacts
- How To Import and Export Contacts - Updated 2025
- How to Import Contact List from Studio Director
- How to Import Contacts and Opportunities via CSV into Enrollio
- How to Manage Multiple Email Addresses for a Parent or Family
- How to Merge Contacts
- How to Merge Duplicate Family Records
- How to Navigate Contact Records
- How to Rename Standard Objects in Your CRM
- How to Restore Deleted Contacts
- How to Use Do Not Disturb (DND)
- How to Use Enrollio AND/OR Filters
- Import Your Existing Families and Contacts
- Importing Duplicate Families With Same Email and Phone
- Importing Families and Enrollment Opportunities via CSV
- Importing Families Using a CSV File
- Importing Families: Which Method Should I Choose?
- Importing Opportunities for Children's Dance Studios with Enrollio
- Improved Contact Merge Feature in Enrollio
- Introducing SMS Restriction History for Seamless Communication
- Link Notes to Parents and Enrollments — Keep Your CRM Organized
- Linking Enrollment Opportunities with Custom Objects
- List of Merge Fields
- List View for Custom Objects
- Manage Payments when merging Contacts
- Managing and Merging Duplicate Parent Records
- Managing Duplicate Parent Records (Contact Deduplication Settings)
- Managing Your Tasks Tab
- Never Miss a Family Inquiry — Even After Hours
- Organization Profiles: Organize Families by Employer or School
- Remove Tag from Family
- Removing Tags From Multiple Families
- Searching Parent and Enrollment Records
- Setting the Right Expectations for CNAM
- Smart Send: Optimize Email Timing for Parent Engagement
- SmartLists for Custom Objects
- Sticky Contact
- Tag Families from Campaign Statistics
- The All-New Family Detail Page
- Tracking Custom Object Actions with Audit Logs in Enrollio
- Troubleshooting CSV Import Errors
- Understanding AND/OR Filters in Smart Lists
- Understanding Merge Fields & Custom Variables
- Update Center or Associated Family Action
- Update Contact Field Action: Dynamic Custom Value Picker — Expanded Field Support
- Update Parent/Family Information Automatically
- Uploading Families: Choosing the Right Import Method
- Using Notes to Manage Parents, Enrollments, and Childcare Centers
- Using the Birthday Field for Families
- Viewing Your CRM Records in List View
- Why Activity Tracking May Be Missing on Family Records