How to Add Contacts in ActiveCampaign
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You can add contacts one at a time using the Add a contact option, or you can import multiple contacts using the Import option.
Whichever option you use, be sure to add the contact to your county’s list. Otherwise, the contact will be in ActiveCampaign, but it is possible that no one in your county will be able to see them or include them in mailings.
When Should I Use Add a Single Contact Versus Add Multiple Contacts?
If you are adding more than one individual into ActiveCampaign, follow the steps for Adding Multiple Contacts.
Adding a Single Contact
- From the ActiveCampaign Dashboard page, click Contacts, located at the top menu on the left-hand side of the page.
- Click the Add a contact button in the top-right corner of the Contacts page.
- Enter the contact information and, if needed, there’s a link to show additional custom fields. Once complete, click Add.
- Next, you will be brought to the Contact Actions screen where you need to select Add to lists. Check the box next to your specific list. You may also add tags at this point in the Add tags section. Once complete, click Apply.
What if I Get a Message Stating “Email Address Already Exists in the System?”
Because we are a shared system for all of Extension, sometimes contacts that are new to your county are already in the system but not yet on your county’s list. In that case, you may receive a message that the “Email address already exists in the system.” To add existing contacts to your county’s list, you can use the Import function.
- Select the Import button in the top-right corner of the Contacts page.
- Click the Copy & Paste your contacts option.
- Enter the email address that you would like to add and then click Next.
- Under Select lists (Required), be sure to select your county’s list and check Update existing contacts while importing. Once complete, click Import Now.
Adding Multiple Contacts
If you are importing contacts for the first time, please call the help desk so that we can set up a time with you to watch the process to make sure it is completed without errors. The number to the help desk is 919-513-7000, if there is no answer please leave a message and wait to import your contacts until the help desk has spoken with you.
- From the ActiveCampaign dashboard page, click Contacts, located in the top menu on the left-hand side of the page.
- Click the Import button in the top-right corner of the Contacts page.
- On the next screen, choose how you want to import your contacts. If you decide to use a CSV file, make sure to use our CSV import template.
4. Once you decide on your method of importing and record the information needed, you’ll need to make sure you check both the box next to the list on which you wish to add them under the Select lists (Required) section and Update existing contacts while importing in the Import options section to add to your list and to update existing contacts. Then click Import Now. Please note that if you DO NOT check these boxes, your contact will be lost to you and your county list in ActiveCampaign. If you fail to check the second box under Import options you may get an error letting you know that the contact is already in the system, which means the contact is in the system and on another county/department list.
How Can I Add Someone Who Does Not Have an Email Address to My Contacts?
In the email field, use the format firstname.lastname@example.org where the numbers are some random string unique to that individual. Any email sent to this email address will not be delivered to the contact. These contacts will be on your list but will not be active because they will not receive emails from you since they have no deliverable address.
What if I Forgot to Add My Contacts to My List?
The easiest way to correct this is to reimport your list of contacts.
You may be able to see some of your contacts if you change the Contact List option to “None,” but contacts who are on some other office’s list will not be available to you unless you reimport your list.
Still Have Questions?
Please check our Frequently Asked Questions (FAQ) page for the most up-to-date list of answers to questions submitted to the help desk.
You can also contact the EIT help desk by emailing email@example.com or calling 919-513-7000.