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Manually Adding and Updating Contacts

How to add and edit individual contacts

If you aren't using a CRM, or you simply need to update a few contacts after a previous file upload, you can add or edit individual contacts directly in your FMG account. 

💡 Looking for guidance on uploading a list of contacts? Check out this related article: Importing Contacts via CSV File

To add or edit a contact, navigate to Contacts >> Manage Contacts in the navigation pane on the left side of your dashboard:

Edit a Contact

To edit an existing contact, search for that contact and click on their name or email address.

You can edit their details on the "Edit Contact" page:

Click "Save" to save your changes.
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Add a New Contact

To add a new contact, click "Add Contact":

Now, you can enter the details for your new contact on the "Edit Contacts" page: 

  • Be sure to include a "date of birth" if you use our Happy Birthday Campaign

  • Nickname: The Nickname will become the default way we address a contact in all communications

"Save" your new contact to add them to your contact list.

Note: If you're not seeing options to edit, add, or remove contacts in your admin, you are likely syncing your contacts from a CRM. You'll need to manage your contacts in your CRM account, and the next time your account syncs with your FMG admin, they'll be updated! Learn more about using a CRM here: Supported CRM Integrations