Address Book & Contact Management keyboard_arrow_right Add Contacts

To add an individual contact to your address book, follow the instructions below. To add multiple contacts at the same time, use our address book import feature.

When adding contacts, provide as much information as possible to make it easier to search for contacts, create targeted email lists and set automated email campaigns.

How to Add a Contact

  • Go to My Account > Address Book and click the 'Add New' tab
  • Each contact is required to have:
    • first and last name
    • email address
  • You can also add additional information for each contact:
    • company
    • category (such as client, vendor etc.)
    • birthday
    • anniversary
    • start date (can be used for client and employee work anniversaries)
    • assign them to email lists
    • comments
  • Click the "Save Contact" button to go to the "view" screen which provides additional options for the contact or click the "Save + New" button to continue to add contacts

thumb_up Important Notes

  • If you want to set a 'recurring' automated email for anniversary or birthday, you will need to enter a birthday, anniversary or start date for your contacts. (Related Tutorial: Email Automation)
  • The start date field was designed to be used for employee start date or customer acquisition date. By entering a start date, you can easily set up customer or employee appreciation automated email campaigns.
  • To see Birthday, Anniversary and Start Date reminders for your contacts go to My Account > Overview and then click the dates tab. Click the button next to a contact to send an eCard or use an email template to celebrate their day.
  • Assigning a category to a contact makes it easier to create targeted email lists and quickly send an email to contacts within a specific category such as customers, prospects, subscribers etc.
  • Autofill names will be inserted exactly how you have them entered in your address book. If a contact's name or company name is written in ALL CAPITAL LETTERS, that is how it will be inserted.

Next Tutorial: Import Contacts double_arrow

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