How to Import and Add New Contacts

When sending email marketing, of course the most important thing is to have an email contact that will be sent. Certainly get it in a legal way by collecting it yourself and not as a result of purchasing an email contact list, because it is strictly prohibited. Why? Read here.

In this article, you will learn about adding contacts. There are two ways you can use.

Add Contact Manually

There are 3 options to get you into Add Contact menu:

  1. Via Dashboard, click on Create button. Then select Add Contact
  2. Via Contact book menu (you can enter to the menu via dashboard or on the left-side bar). Then click Add Contact button.
  3. Via Contact Book (you can enter to the menu via dashboard or on the left-side bar). Click on dropdown button, select Add Contact menu.

After you manage to enter Add Contact, you have to fill First Name, Last Name, Email Address and select label for the contact. Then click Add Contact to save the contact.

Double Opt-in

Any contacts you add manually, you can set it to use double opt-in or not. When the double opt-in feature is enabled, the contact you enter will be pending. The status will change until the contact confirms emails automatically sent by the system.

Flow

Contact Book menu → Add Contact → Fill First Name, Last Name, Email Address and Label → Add Contact → contact successfully saved.


More Field

On Contact Book, you can fill more data for one contact. Here are the field:

Email Address - emailaddress (required)

Email address of your subscriber. This field is required when you adding new contact, even you adding it manually or via import.

First Name - firstname (required)

First name of your subscriber. Besides email address, this field is also required when you adding new contact, even you adding it manually or via import.

Last Name - lastname

Last name of your subscriber. This field is optional, and last name can make your email to be more personal.

Gender - gender

Gender of your subscriber. Field gender consists of Male, Female and Other.

Birthdate - birthdate

Birthday date of your subscriber. If you adding a new contact manually, you are able to add it directly on this field. But, if you are importing contact from other, you can fill the birthdate with (DD/MM/YYYY) format.

Phone - phone

Phone number of your subscriber. You are able to fill this field with numeric format, for example: 081234567890.

Company - company

The name of company of your subscriber. This field is able to be filled with numeric, alphabetic or mixed of them both.

Country - country

The country where your subscriber located. This field is able to be filled with alphabetic.

City - city

The city where your subscriber located. This field is able to be filled with alphabetic.

Note - note

Internal note for your subscriber. This field is free to be filled with text format.

Add Contact with Import Contact

In doing contact import, you have to get into Contact Book menu (You go into the menu via the dashboard or the side bar on the left). Then click the dropdown button that located right next to Add Contact button and select Import (CSV/XLS/VCF).

via GIPHY

There will be three steps for the import contact process:

Step 1, File Preparation

In this step you need to prepare the contact file that you want to import. Here are 2 things you should look of your import file:

  1. Contact files must be in .csv, .xls, .xlsx or .vcf format.

Note : Our system does not support with file format (.csv) from Google Contact.

  1. The format of writing contact data inside the file starts at least with the column emailaddress → column firstname (You can download the sample file we have attached).

Make sure your contact has fulfilled with all the terms and condition. If you don’t fulfilled the terms and condition. your contacts can not be imported into the system.

Download our sample import file if you are still having trouble to import contacts.

Note : If you are having trouble changing your contact list from Google Contacts into Vcard (.vcf) and Excel (.xls or .xlsx) formats, please read our blog article here.

Step 2, Upload File

In this step you can drag and drop the file you want to import or click to browse the file.

Click ‘check the file’ to proceed to the next step.

Step 3, Import File

In this step you will be given information about your file. If the file to be imported is valid, then you can proceed to the next step by clicking File Import button.

Do not forget to add labels first to make it easier for you to manage contacts.

What if the file is invalid? If the file is invalid then our system will provide information about the invalidity of your file, so you can easily make adjustments to the file.

Flow

Contact Book menu → click drop down button → Import (CSV/XLS) → Choose File (format has fulfilled with requirements, and the order of data has fulfilled) → Add Lable → Import (CSV/XLS) → contact has successfully save.

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