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Add a new contact

You can bulk-import contacts from a file, or manually enter individual contacts by following these steps:

  1. Open the Audience section in your account, then click Contacts on the left.
  2. Click Add contact.
  3. Type the contact's email address into the "Email" field, and optionally fill in any other contact field data you have.
  4. Select a group to add the contact to.
    The edit screen for a new contact record
  5. Click Save and close, or Save and add another if you have more contacts to add.

Contact field data

When adding contacts one at a time, you can only add data for existing contact fields. All accounts start with the default fields: Email, First Name, and Last Name. If, for example, you also know the person's date of birth and want to add that, first add a new contact field, then add the new contact.

Group membership

Groups keep your contacts organized, and can also be useful for sending more targeted content. If you don't add a new contact to a group, they'll be left floating around "in limbo". They will still be added to your audience with an Active status, but it may be difficult to locate them when you're choosing recipients for a mailing.

If you're just getting started, you might only have a "Test Group", which is created for you to send test emails to. If you don't have any other groups, or want to create a new one:

  1. Click Create group.
  2. In the popup window, enter a name for the group.
    Creating a new group named "Conference attendees"
  3. Click Create.
  4. Select the checkbox alongside the newly added group to add your contact to it.

Selecting "This is a test group" makes it a group that only 10 contacts can be added to. Test groups are intended for sending test emails, for example, to a group of people on your team, or perhaps to stakeholders.

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