There are multiple ways to add your contacts to BrandKeep, either adding them one at a time, or using an import sheet to add multiple contacts. There are also two different locations within BrandKeep that contacts can be added to; the Contacts dashboard or the Brand Card > Contacts tab.
Deleting contacts is simple as well. There are two ways to delete contacts, either a single contact or multiple contacts all at once.
Adding contacts from the Contacts dashboard
From the Contacts dashboard you have the ability to add a contact one at a time, or you can add multiple contacts using the Import Contacts option.
Adding a single contact
To add one contact on the Contacts dashboard, click the +Contact button at the top right of the page.
Complete the available fields. At least one of the the following fields must have content in order to save the contact:
First name, Last Name, or Email.
To associate the contact to a brand, click on the Brand field. This will display a list of brands that you currently have.
To assign a role to a contact, click on the Role field and type in the contact’s role. When you click on this field you see a list of existing roles, either choose an existing role or type in a new role.
If KeepMail has been enabled for your store you have an option to turn this on for a contact. With KeepMail turned on for a contact - when emails with files are sent from this contact to the store KeepMail address, BrandKeep will automatically take any files 25 MB or less and place them in the ‘All Assets’ section of the associated Brand Card. Learn more about KeepMail here.
Adding multiple contacts using an import sheet
Please Note that you can only import multiple contacts using the Contacts dashboard.
To add multiple contacts you first must download the .csv file to populate with your contacts. This is the sheet you’ll use to populate contact information and then reimport back into BrandKeep. To download the .csv, click on the three dot action menu on the +Contacts button. This will give you the option to Import Contacts.
Click on Import Contacts. On the Import Contacts pop click on the link to “Download sample .csv template”. Please note: You must keep the columns on the .csv in the existing order. Do not rearrange or delete any columns or your .csv will error upon import.
Complete the fields on the spreadsheet and save the .csv.
Important note: When completing the Brand column information on the .csv, you must use the exact same spelling, capitalization, and punctuation of the brand name as is on the Brand Card or the brand will not be associated with the contact.
To import your completed sheet, click on the three dot action menu on the +Contacts button and select Import Contacts.
Drag your .csv file to the box on the page, or click on the box to open the files on your computer. You will see that the file you’ve added to the page will be identified as the uploaded file.
Click Next
On the preview page you will see a summary of how many new contacts you are creating and how many existing contacts are being updated. Here you can verify that your data is displaying as expected.
Note on updating contacts: Updates to existing contacts will replace imported data with current data. Any empty row data will be ignored and will not delete existing information.
If all the information looks correct, click on Next to proceed with the import.
You’ll receive a results page with information on how many rows were imported, how many new contacts were created, and how many existing contacts were updated.
Once your new contacts have been added, you can quickly assign contacts to a brand card and/or role using the multi-select option. To learn how, click on the next article Using the Contacts multi-select option to add brands, roles, or delete contacts.
Adding contacts from the Brand Card > Contacts tab
To add a contact to a brand card, navigate into the brand card and click on the Contacts tab.
Click the +Contact button at the top right of the tab.
Complete the available fields. At least one of the the following fields must have content in order to save the contact:
First name, Last Name, or Email.
To assign a role to a contact, click on the Role field and type in the contact’s role. When you click on this field you see a list of existing roles, either choose an existing role or type in a new role.
Deleting Contacts
Deleting single contacts one-at-a-time
From the Contacts dashboard, click on the pencil edit icon to edit your contact.
Scroll to the bottom of the contact card and select Delete.
Confirm you choice and click Delete one more time. Or, select cancel to keep your contact.
Deleting contacts using the multi-select option
Click on the checkbox for each contact that you would like to delete.
From the confirmation pop, click on Delete
