|Creating an address book|
|Adding contacts to your address book|
|» Add an individual contact|
|» Creating a new contact data field|
|» Add a list of contacts from an Excel or CSV file|
Every email address you store in your account is known as a 'contact'.
Contacts can have all manner of data associated with them in addition to their email address, e.g. name, gender, birthday, where they live, their preferences and so on.
This article will take you through the process of creating address books and adding and uploading contacts to them
To create a new address book, follow these steps:
You can now upload your contacts into the address book, or you can do this at a later stage should you wish to.
There are several ways to add contacts to your address book. The main two are:
In addition, depending upon your account level, you may be able to import contacts from Salesforce.
You can also create a signup form to place on your website or use our API to insert contacts using other software.
When adding individual contacts using the online form, you can edit, create and fill in contact data fields for the contact.
When happy, click Save to store the contact's details.
If you need to store additional data for the contact, you can create a new contact data field by clicking on the Data fields tab and then clicking on the New data field button.
This will open the 'Create new data field' side panel.
Alternatively, you can go to Contacts > Contact data fields > My data fields and click on the New data field button to create a new contact data field.
When choosing to add a list of contacts from an Excel or CSV file, select the file to upload by clicking on Choose file.
You can set the following for the import:
When ready, click on Upload.
This takes you through to the data matching page.
Here you choose which columns from your file that you wish to import. This is done by selecting a matching contact data field from the dropdowns available, as shown below.
Leave the selection as - skip column - if you don't wish to import the column.
Select Add new data field if you want to create a new contact data field on the fly to match to.
When ready, click on Finish and the file will be imported into the selected address book, after being checked and cleared by our Data Watchdog.
If any records fail to import successfully, a faults file will be available for you to download.