Add Contacts

Table of contents

• Adding contacts manually
• Importing Contacts via a CSV file

Adding contacts manually

1. Go to Contacts in the navigation bar. 
    

   

2. Select Add contacts in the top right
    

   

3. Choose New Contact from the dropdown to open the Add contact form.
    

   

4. Fill out the form:
   • Email - mandatory, this is the unique identifier for the contact. You cannot fill out the other fields, and are blurred out, until this field has been submitted.
   • First name  
   • Last name
   • Telephone (type) - Select the type of number and the phonenumber in these two fields
     • Add an additional number by selecting Add new phone number
   • Organization - Company where contact works. In Contacts there is a dedicated section for organizations to help understand the depth of relation at a organization.
     • Add an additional occupation by selecting Add new occupation.
   • Department - The department within the company the contact works for
   • Job title - The professional title of the contact.
   • Street 
   • City
   • State / Province
   • ZIP / Postal code
   • Country
   • Tags - Create a internal structure for contacts by adding tags (for example: VIPs, Investor Relations)
   • Account & Language Access - Contacts can be shared across different lists and accounts within the same holding. Any changes in the contact details will be shared across all lists and accounts. Click edit to open the Access editor and select the lists and accounts the contact should be part of.
     
      
5. Check 'This person gave me permission to email them' to proceed adding the contact. To comply with GDPR regulations this step is mandatory. 
6. Click Add contact to finalise adding the contact. 

The contact will now appear in the Contacts dashboard and in any of the selected lists and accounts.

Importing Contacts via a CSV file

1. For an import using a .csv file, choose 'Import contacts' in the drop-down menu.

2. Export your current list (from Excel, or any other database) as a .csv file. We have published some guidelines to ensure a smooth import of your CSV file.

   • If contacts will be divided into separate lists, it is best to break up the .csv file into the lists before uploading to the platform

3. Drag and drop the .csv file(s) into the "Import contacts" box, or click the "Select a File" button and select the file from the computer.

   

4. When the upload is done, the platform will ask you to map your uploaded file's values with the correct contact fields.  (i.e. last names are in the "last name" column). Once ready click Next.

   • Use the pagination to help identify values, if you have empty fields. Each value only has to be mapped once.
     
      

5. In the import options set up the List settings:
   • Access - Select in what languages the list should be available (only for accounts with multiple languages in the same holding).
   • Update data of contacts if email address already exists - If there are existing contacts in the CSV file you can opt to update the contact details (except for the email address) in the platform with the new data in the CSV. 
   • Add contacts to one or more lists - Select this option if you wish to add the contacts to a list
     • Add contacts to existing lists - Select the lists in the List dropdown.
     • Create new list - In the List title field fill out the name for the list.
   • Restrict user access - Restrict the access to this list to a selection of users. Select the users with access from the list.
     
6. Check 'This person gave me permission to email them' to proceed adding the contact. To comply with GDPR regulations this step is mandatory. 
7. Select Next, the platform will start uploading the CSV file into the platform. This might take a few moments, during this time you can track the progress and any new, duplicate or failed uploads.

8. After the upload is finished you can download the report.  
    

   

The List will now appear in the Lists dashboard and in any of the selected accounts.