Adding a contact by hand

You can add a single contact yourself, for example someone who signs up at the counter. All you need is their email address. To add many contacts at once, import them instead: see How to import a list of contacts.

Adding the contact

1. Go to CRM → Contacts.
2. Click Add contact at the top of the page.
3. Enter their Email address and click Create.

The contact is created and their page opens straight away.

Filling in the rest

The dialog only asks for the email address. Everything else you add on the contact's page afterwards. Click Data in the sidebar:

• Name, birthdate and language. Click Edit profile in the Profile section. Click Save changes when you're done.
• Your own attributes. Further down the same page, click Edit in the Attributes section, fill in the values and click Save changes.

If the email address is already in use

Every email address belongs to 1 contact. If someone already has it, the dialog says so and doesn't create a second one. Click View contact to open the existing contact instead.

What happens when you add a contact

• Subscriptions. The contact starts out subscribed to your opt-out and functional subscription types, and not to your opt-in or double opt-in ones. If they've agreed to hear from you, click Marketing in the sidebar of their page, click Subscribe next to the subscription type on the Subscriptions tab, and confirm with Subscribe. For a double opt-in type they get an email to confirm first. See Subscription types: choosing a strategy, and what the details page shows.
• Automations. Any active automation that starts on Contact created runs for this contact too, just as it does for a sign-up through a form. A welcome email, for example, goes out.
• The free plan. On the free plan you can only add contacts up to your plan's limit. Once you reach it, adding a contact fails until you upgrade.