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Address Book keyboard_arrow_right Add Contacts

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

We encourage you to provide as much information as possible to make it easier to search for contacts, segment your 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)
  • To see Birthday and anniversary reminders for your contacts go to My Account > Overview and then click on the dates tab.
  • 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.
  • Putting a contact into a category makes it easier to segment your email lists and quickly send an email to contacts within a specific category such as customers, prospects, subscribers etc.

Next Tutorial: Import Contacts double_arrow

If you need additional help, please refer to our Help Center or complete our Priority Email Support Form.

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