Adding Contacts

Role required: Site Admin or Contact admin

Contacts can be used to keep the information of people who you wish to hold correspondence with, such as supporters, fans, or prospective candidates. Contacts do not have any access to the site, so this is not an account - just a list of contact information.

You can either:

  • add contacts individually
  • import a list of contacts

Adding an individual contact

Navigate to the Communication Area menu item, and click the “Contacts” option. On this page, there will be a link in the top right corner that says "Add Contact". Click it.

From here, you can fill out all the fields you wish with your contacts’ information - the only required fields are First and Last Name.

Click “Save” and you’ve added the contact!

If you plan to use this contact as a recipient of a mailing list

  • add an email address
  • add a label - the label tells the system what group of contacts that entry belongs to, and labels are used to assign contacts to a mailing list.

Need to add more labels?
Check out the help guide on adding, editing and deleting labels.


Importing multiple contacts at once

Check out the help guide under "Importing and exporting".