Creating a Contact

Let’s start by going to the Contacts area of the web application. Hover over the People tab and click on the “Contacts” tab in the navigation menu.

The Contacts area will allow you to create and organize your contact list. You can add contacts to filters such as Lists, and Interests or Tag them to quickly organize and manage your contact book.

To create your first contact, click the + icon in the top right corner of the Contacts page and then click on New Contact. Clicking this option will reveal the right-side panel.

Alternatively, you can also bulk-upload your contacts by clicking on "Import Contacts from File.

Enter your information in the fields and click Next. Please be sure to add an email address and your mobile number for the next section on creating Campaigns.

On the next screen click on "Create New Contact"

Best Practice: Make sure you give your contact a type, such as “Customer” or "Lead" You can choose from the options in the “ Type” select menu.

You can also add any additional information for your contact like "List", "Interest", or "Tag"

When you’re finished adding your information, click the “>” button at the top-left of the side panel.

That’s it, congratulations on adding your first contact!

While the steps above are simple to follow, there is an even faster way to create a contact.

Make sure you are on your account Dashboard. Once on your account Dashboard, click the “Create New” button in the top right corner.

The “Create New” button offers a shortcut to the most used functions in your account.

To create a new contact, select “Contact” from the dropdown menu. The application will take you to the Contacts page and automatically open the right-side panel to allow you to quickly create a new contact.