Contacts can be added manually in a simple way:
Navigate to the Customers tab in the main navigation bar and choose Contacts. Click on the green “+Add” button.
In the Add Contact page, fill out the required information and click Save.
Note: if you want to add more than one contact, click on “Add and Another”.
Contacts can be added automatically by importing your databases.
Navigate to the Customers tab in the main navigation bar and choose Add. then “Import Contacts” button.
or go to the little gear icon on your top menu bar. Then select Integrations from the drop-down menu.
You can import your contacts from your Email, Web forms, Email Marketing software and more all you have to do is head to our Integrations helpdesk articles, choose your software or tool, then follow the steps.
To Edit a contact profile:
1. Open the contact's profile by clicking on the person's name.
2. Click on the Pencil Icon next to the person's name.
3. You will be directed to the Add Customer page with your customer's already available info. Here you can edit and re-enter info.
4. Click Save after you're done editing.
How To Search contacts:
You can search for customers in a few ways. One way you can search for them is the search bar at the top of the page. You can also specify the results to Customers by using the categories drop-down menu on the left of the search bar.
Another way to search for customers is to use the local search box at the top of the Contacts page, You can use:
- Search box:
Use the Search box to search by Name, Organization, Email, Job Title, and Notes
- Smart Filters:
Or use Smart Filters tab on the left side of your Customers page to search by Tags, Age, Groups, City, Country or Gender.
The segments tab also allows you to easily reach for customers who you've grouped based on a certain criterion and filters.