Managing Contacts

Add a Contact

To add a new contact, do the following:

1. On the Audience tab, click Contacts in the top menu. 
2. Click New Contact. 
3. Fill out information for the contact.
   • Entity - select which entity the contact is associated with 
   • First and Last name
   • Title (optional)
   • Email address
   • Company (optional)
   • Contact Variables - assign variables to the contact to help organize and search for it, or dynamically add it to lists. Contact Variables can also be inserted into emails to create dynamic, personalized content for recipients. Contact Variables are managed by your admin.
4. Click Create.

You can also create a new contact when you go to add a contact to a list. 

Edit or Delete a Contact

1. On the Audience tab, click Contacts in the top menu. 
2. On the contact row, click the three dot menu. 
   • To edit the contact, click Edit then update information as needed and click Save Changes.
   • To delete the contact, click Delete. This cannot be undone.

Add Contacts via a CSV File

1. On the Audience tab, click Upload CSV in the upper right of the page.
2. Select which entities the contacts are associated with.
3. Click Choose CSV file to upload a list of contacts. The CSV file should include the following headers:
   • First (required) - first name
   • Last (required) - last name
   • Email (required
   • Title (optional)
   • Company (optional)
   • Status (optional)
4. Select whether to create a list for the contacts.
   • If yes, enter the name of the list.
5. Click Import Contacts.