Adding Individual Contacts to a Contact List

When building a contact list, you can add contacts in three ways: adding brand new contacts to the list, adding existing contacts to the list, or importing contacts from an external file.

For information about importing multiple contacts from a file, see Uploading Contacts to Contact Lists in Bulk.

You also have an option to continually have contacts added dynamically, using membership rules. For more information, see Dynamic Membership Rules for Contact Lists.

Add New Contacts

To add brand new individual contacts to a contact list:

1. Navigate to your Contact Lists page.
2. Click the name of the contact list to which you want to add contacts, to open it.

3. Click Add Contacts > Add Contact.

   

4. In New Contact, add the information for the contact.

5. If Opt-In Authorization is enabled for your account, specify how the contact will opt in to receiving your communications to this contact list.  You can either confirm that the contact is already opted in, or specify that they should receive an email asking them to give their confirmation. 

   If an email is sent for opt-in, it's based on the email template associated with the contact list in the Confirmation Email tab. For more information, see About Confirmation Emails for Contact Lists.

   

6. Click Save.

Add Existing Contacts

To add a single contact to a contact list, go to the contact record, and choose Add to list. Select the required list from the drop down menu.

To add multiple existing contacts to a contact list:

1. Navigate to your Contact Lists page.
2. Click the name of the contact list to which you want to add contacts, to open it. 

3. Click Add Contacts > Existing Contacts.

   

4. In Add Existing Members, create a rule or rules that will match the user(s) you want to add to the list. Matching Contacts shows how many users will be added using the rule.

5. If Opt-In Authorization is enabled for your account, specify how the contacts that will be added to the list under the rule(s) will opt in to receiving your communications to this contact list.  You can either use a general statement that all users are automatically opted in, or specify that each one should receive an email asking them to give their confirmation.

   If an email is sent for opt-in, it's based on the email template associated with the contact list in the Confirmation Email tab. For more information, see About Confirmation Emails for Contact Lists.

   

6. Click Add Contacts.