Client Contacts

What are client lists?

Lists allow you to save groups of client contacts. Client contacts are individuals who will receive content via email, sent using the Gainfully platform. You are able to create multiple lists, and may include people from your existing contacts.

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Client List Best Practices

Send emails to clients and prospects that know who you are and will be receptive to your message. Do not purchase manufactured or third party email lists. Email addresses on these lists will have high bounce rates and may contain spam trap addresses which can lead to blacklisting by ISPs. Regularly check your client lists to ensure you're only including those who are interested in what you have to offer.

How do I upload multiple clients at once?

To upload multiple contacts, click on the cloud icon and upload a CSV file. Your CSV file must have a column with the client's first name, last name, and email address. You must have headers in the CSV file or it cannot be imported.

You can also add a column for client birth date, and a column for how long the client has been with your company. These are optional items.

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How do I add individual contacts to Gainfully?

Add individual contacts by selecting Add client and entering a first name, last name, and email. If your organization has enabled the function, you also have the option to add the client's birth date and how long they've been a client.

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