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How to Add Contacts in Email Marketing

Our Email Marketing tool allows you to add a new contact manually, import contacts in bulk, and assign contacts to a mailing list. You’ll learn to do all these in this article.

Step 1. Access your Email Marketing Dashboard.
Step 2. You have two ways to add contacts in the Email Marketing tool:

  1. Via the dashboard page;

    add contacts in email marketing
  2. Or via the Contacts tab.

    add contacts dashboard in email marketing
Step 3. In the Add a New Contact window, enter the information to the following:

  • First Name
  • Last Name
  • Phone Number
  • Valid Email Address

Note: Toggle the switch in Test Contact option to assign it to the added contact. Test contacts can receive test email ensuring the quality of your email that will be sent out to your audience.

add contact window in email marketing
Step 4. Assign the new contact to a mailing list, make sure to create an emailing list if you happen to don’t have one yet.

Note: A contact can be added to all mailing list or not assign to one.

email marketing mailing list window
Step 5. Click the Add and Close button to save the new contact in your account. Or if you wish to add more, click Save and Add Another.

Tip: To save time in manually adding contacts if you have more than 3 contacts to add, we recommend choosing Import Contacts option to your Mailing List.

Import Contacts in Email Marketing

Efficiency is the key here. To save you time and trouble when adding contacts to your email marketing tool, quickly upload your contacts in bulk. Follow the guide below:

Step 1. Access your Add a contact page, click on the Import Contacts tab.
import contacts tab

Important: Click on the Show Tips ellipses button to see more option in email marketing editor tool button and click the Formatting Instructions link. Make sure to follow the guidelines for the proper formatting of contact fields. This is to ensure a successful upload of your contact file. Click the Clear button to exit the guidelines window.

Step 2. From your computer, drag-and-drop the file, or click the link browse to upload.
upload file to import contacts in email marketing email marketing importing files
Step 3. Click Preview & Configure.
Step 4. In the Preview & Configure window, you can review the information and columns are properly mapped in the uploaded file.
preview window of imported contact files in email marketing

Note: If you encounter this message below, this means a column in your data file isn’t mapped correctly. The common culprit is the Email Column.

error message in importing contacts in email marketing

To correct this message, go to your Email column, click the drop-down arrow and choose the Email option.

data mapping for importing contact file in email marketing

Following the proper guidelines and formatting of your contact file is vital in this step. If there’s a missing information, you can always reupload the file with the complete information.

Step 5. Click the Assign to Mailing List button.
Step 6. Then click Import Contacts.

Now you can use these new added contacts to enlist them to receive email from you. Depending on your message, a newsletter, promotion of a new product, discounts, or drive traffic to a blog.

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