How to Add a New Contact

To create a new contact record, you can either choose New Contact from the quick links menu on the Home page, or go to the Contacts section and select New Contact from the quick links menu there. 

In the first screen, type in the email address and hit Save.

The platform to check that the email you are attempting to add isn't already part of your account. If it is, you will receive an error. If accepted, you will be directed to the Contact Detail tab. Fill in all available information for the contact’s record. The more specific the information you have for a contact the more you will be able to personalize emails to him or her later. However, the only information that is required for each contact is their email address.  (Click here to learn more about Custom Fields.)

Under Contact Status, the Owner of the contact is the person that added or imported the contact.  System Admins have permission to change the owner of a contact record.  A restricted User will not be allowed to view or send to a contact record owned by another User.

Suppressed means that a contact has chosen to Unsubscribe from your emails, and will not receive ANY emails sent from the system.  If you delete a contact record, this Suppression status will be lost.  If a subscriber requests for you to remove them from your mailing list, do not delete the record - simply check the Suppressed box in their record and click Save.

On the Groups tab, you can add the contact to any existing groups within your account. To find an existing group, type the name into the input and choose it from the dropdown. To create a brand new group, click the New Group icon, or click Browse Groups to see existing groups within your account (that your user has access to).

When you’ve finished, click Create Contact. A message will appear in a blue box at the top of the Emailer screen letting you know the contact has been added.