Because Outstand is also a CRM, each Contact has a profile that can store other communication touchpoints, such as:
Email addresses
Phone numbers
Social media profiles
Biography and sales information
Calendar Events
Notes
Each Contact may be assigned to one or more Groups. Outstand lets you store and organize all your Contacts and Groups to quickly and effectively send your messages to the right people.
By default, your Contacts are organized in Outstand alphabetically by last name. But, they can also be sorted by the following:
First Name
Last Name
Company Name
Title
Email
City
State/Province
Postal Code
Adding and importing Contacts
Manually adding Contacts
From the home Dashboard, select “Contacts” in the navigation bar.
From the white menu box on the left, click “Add A Contact”.
Enter the Contact’s information. First and Last name are required.
If you have a Group selected in the Contacts menu, you may choose whether to assign that Contact to the selected Group.
Click “Save.”
Importing Contacts
Use the Import Contacts feature if you have multiple Contacts you want to add to your profile, either via an email service or a data table (CSV and vCard files supported).
Select “Import Contacts” in the left-hand Contacts menu to get started, then choose from three options:
Import Contacts with Gmail or Yahoo! Mail
Upload a CSV or vCard file
Import Contacts from another third-party integration, like Salesforce.
Import Contacts with Gmail or Yahoo! Mail
Choose which email service from which you’d like to import your Contacts.
Follow the on-screen prompts and verify that you have permission to send messages to these Contacts.
When importing, you may also choose to add your new Contacts to a new or existing Group.
Select “Import”.
Import Contacts with a CSV or vCard file
Select “Browse” to upload one of the accepted file formats, either from your computer or an Outlook .csv file.
Follow the on-screen prompts and verify that you have permission to send messages to these Contacts.
When importing, you may also choose to add your new Contacts to a new or existing Group.
Select “Import”.
Import Contacts from third-party integrations
Locate the “Integrations” section at the bottom of the “Import Contacts” menu, then select “Manage Integrations”.
You can also find this menu by selecting your profile in the app’s lower right-hand corner, then clicking “Integrated Services”.
Choose your third-party service, then click “Connect”.
Follow the on-screen prompts and verify that you have permission to send messages to these Contacts.
When importing, you may also choose to add your new Contacts to a new or existing Group.
Select “Import”.
Adding Groups
From the home Dashboard, select “Contacts” in the navigation bar.
From the white menu box on the left, click “Add A Group”.
Enter the Group name, then click “Save.”
Managing Contacts and Groups
On the home Dashboard, you can quickly see your current Content Activity.
The Content Activity’s dropdown menu (defaulted to Last 30 Days) can be used to filter activity from:
Today
Yesterday
Last 7 Days
Last 30 Days
Last 60 Days
All Time
Clicking into “Ungrouped” will show you each Contact that has yet to be assigned to any Group. Ungrouped Contacts are not included in the Content Activity’s dropdown menu.
Clicking into “Opt-Outs” will show you each previous Contact that has chosen not to receive your messages anymore.
By default, Contacts are always alphabetized by Last Name, but you can choose other ways to sort your Contacts based on other information fields.
You can view all your Contacts by selecting “All Contacts” in the Contacts menu. You can view all Contacts within a Group by selecting the specific Group in the left-hand Contacts menu, or in the Manage Groups menu.
(NOTE: If you don’t see one of your Groups within the left-hand Contacts menu, it doesn’t mean that it’s lost or deleted. Click “Manage Groups” to view all your Groups.)
To modify a Contact’s information
Click the Contact’s name to add or remove information from their profile. Click “Save” to update.
Adding Contacts to Groups
In some instances, you may choose to select multiple Contacts for one specific action by clicking the radio button to the left of each Contact. A pop-up window will appear at the bottom of your screen with 4 options:
Add selected Contacts to Group
Create a new Group from the selected Contacts
Send a message to the selected Contacts
Delete selected Contacts
Deleting Contacts and Groups
To delete Contacts, view the “All Contacts” menu, then select the contacts you wish to delete using the buttons on the left. A pop-up window will appear. Select “Delete” from the pop-up window, then confirm.
NOTES:
Be sure that you want to delete this information. Once you do, it’s gone forever.
If you’re viewing Contacts within a Group, there is a “Delete” button within the Group title bar. Clicking this button will delete your Group, but not your Contacts.
Exporting Contacts and Groups
Select “All Contacts” or a specific Group from “Manage Groups”.
Select “Export”.
Choose your preferred file format. The Generic Format contains all fields displayed on a Contact’s profile screen, including its list of associated Groups.
(NOTE: We recommend choosing the Generic Format only unless you’re exporting to Outlook.)
Click “Export”.
NOTE: Exporting Contacts or Groups will not delete them from your Outstand account.
Creating an Opt-In Form
Opt-In Forms help you get explicit permission to message a contact. They require no coding, and they’re helpful for both legal and ethical purposes.
From the Contacts menu, select a Group in the left-hand menu, or from “Manage Groups”.
Select “Opt-In” from the top-right corner of the Group title bar.
Add the contact fields, branding, and text that you wish to include in your Opt-In form, then select “Save”.
Your Group’s Opt-In Form is now available. Copy the link to send to Contacts from whom you wish to gain explicit permission.
You may pause, modify, or cancel your Opt-In Form at any time. Just click the form’s toggle button in the Opt-In menu.