Are you looking to manually add or update your contacts? This help article will walk you through the process. We also have a webinar on this topic!
Watch our webinar:
Back to Basics: Contacts
To add or edit a contact, first, navigate to Email >> Contacts:
To edit an existing contact, simply search for that contact and click on their name or email address. On the next page, you can edit their details and "Save" your updates.
To add a new contact, simply click "Add Contact:"
Now, you can enter the details for your new contact:
- Email Address (Required)
- First Name
- Last Name
- Marital Status
- Mailing Address
- Date of Birth (be sure to include this information if you are using our Happy Birthday Campaign)
- Client Anniversary
Simply "Save" your new contact and they'll be available to contact.
Note: if you're not seeing options to add or remove contacts in your admin, you are likely syncing your contacts from a CRM, either from Redtail or from Salesforce. You'll need to manage your contacts in your Redtail or Salesforce account. The next time your account syncs with your FMG Suite admin, your contacts will be updated!