[Prospectreach] How to add Contacts

How to Add Contacts in ProspectReach: A Simple Tutorial

Adding contacts correctly is the foundational step for launching your campaigns, as contacts are the people you will be sending communications to.

To ensure smooth campaign delivery, it is crucial to set them up properly from the start.
Remember that each contact should have, at a minimum, a name and an email address.

Follow these steps to successfully add contacts to ProspectReach:

Step 1: Initiate the Process and Choose Your Method

Begin the process by clicking add contact.

This action will immediately open a small window. In this window, you will need to choose the method by which you wish to add your contacts.

You have two options:

1. Import contacts: This method uses a CSV file. If importing via CSV, you also have the option to import contacts into multiple groups.

2. Add manually: This option requires you to enter contact details one by one.

Step 2: Select the Group

Before you begin entering or importing any contact information, it is important to select the group that you want the new contact (or contacts) to belong to.

Step 3: Add Contact Information

The required fields for any contact start with a name and email.

• If Adding Manually: Fill out the required fields for the contact.

• If Importing via CSV: It is recommended that you use the field names shown in the interface as headers in your CSV file to ensure that the format matches correctly during the import process.

Step 4: Utilize Custom Fields (Optional)

To help further organize your contacts, you have the option to use custom fields.

To access these,(manual contact entry) click on the custom fields area to expand it. You can then fill in any additional details you need. If you do not require custom fields, you can click the area again to collapse it.

Step 5: Submit and Confirm

Once you have entered all necessary information, click submit.

You will then need to confirm your action by clicking okay.

After confirmation, you will be automatically returned to the contact list where your newly added contacts will immediately appear.