Managing your Contacts

Best Practices for Contact Management

So, you've familiarized yourself with our contact page and exported your lists of contacts from your CRM. Now you just need to figure out how to organize and send communications to each email. Thankfully, our updated contact center gives you the tools to do so seamlessly!

Adding a single contact

To add one contact at a time, or make small edits to your contacts, we'd suggest using our manual tool. To do this, navigate to the "All Contacts" page, and select "add a contact" in the right navigation.

From here, a box will populate that allows you to fill out any information you have on the contact. This functionality also enables you to edit the contact!

Once you've completed this, just press "save changes". You'll then land back on the main contact page, where you can proceed to whatever you'd like to do next.

Adding multiple contacts

To add or make updates to multiple contacts at a time, we'd suggest utilizing either our copy & paste, or upload a file of contacts. The file will need to be saved as a CSV or as an excel sheet in order to upload. Simply select "import contacts" to begin that process.

After selecting the import contacts button, you're able to select whether you want to use the copy and paste method or the upload a CSV or XLSX file.

Selecting a CSV file or Excel file means you'll upload a file with any contact data you have. This file must include an email address for each user, but the rest of the information is optional. To see an example of what the CSV should look like, select "click here" and one will download.

Please note, you do need to have pop-up's enabled for the example to download

How do I use the "Import Manually" feature?

To use the Import Manually feature, select the "Import contacts" button on the righthand navigation. From there, select the radio button "Import Manually".

You will then be prompted to copy and paste your contact information into this text box. To see a full tutorial, please watch the video below.

Questions? Please contact our team at [email protected].

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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.