Manage Your Contacts
Maintaining your contacts list is one of the most important parts of your business. Without an updated contacts list, you won't have anyone to market to! This guide will take you through the steps of import and exporting contacts, as well as how to unsubscribe them from marketing materials.
IN THIS ARTICLE
Add Contacts Individually
If you would only like to add one or a few contacts to your platform, start by clicking Website in the left hand navigation on the platform.
If you don't want a contact to get email campaigns or your newsletter, you can select "Unsubscribe" from the Newsletter or Campaign dropdowns
Import a List of Contacts
Most of the time, you'll upload contacts in bulk. There's no way you want to input hundreds of contacts one by one!
Get Your File Ready
Start by exporting and downloading the list you want to import from your CRM or Agency Management system.
Keep this list in a CSV or Excel file. If you have additional contact information like Phone Number, Address, etc, make sure that has it's own labeled column in your file.
Your file might look something like this:
Tip: Split the files you want to import up into groups that match how you will tag them. For example, create separate lists for your "Medicare" customers and "Life Insurance" customers, or "Texas" customers and "Arizona" customers. That way you can tag all of the contacts in each import appropriately.
Import Your Files
Start by clicking Contacts in the left-hand navigation on the platform to head to your contacts page.
Click the Add Import button on the right side of your screen.
From here, you can either upload your data file (recommended) or copy and paste rows of data.
- Emails and phone numbers must be valid. Any errors in your data will appear in red.
- You can fix the errors directly on the screen by clicking into the red field and typing.
- If you want to remove any fields, click on the X under remove.
- Select "Next"
If all this information is correct, click Next again.
If you see "Error" in the Status column after uploading your contact list, you may have some contacts that were not able to be uploaded.
You can see these failed contacts by clicking on Download in the Error File column. All other contacts have been successfully uploaded and added to your contact list.
Unsubscribe a Contact
There are two ways to manually unsubscribe a contact from future marketing emails.
Unsubscribe via Email Footer
If the contact replied to an email sent via AgentMethods, there is a unique unsubscribe link in the footer that is tied to their email address.
Simply scroll down to the bottom of the email and click on the Unsubscribe link to remove their address.
Unsubscribe via AgentMethods Contacts
You can also manually remove someone from the contacts list on your AgentMethods account.
Head to the Contacts page
Find the contact you'd like to unsubscribe using the Search Contacts search bar.
A pop-up will appear. Adjust the Newsletter and Campaign dropdown menus, and select Unsubscribe for the marketing materials you'd like to unenroll the contact from.
Export Contact List
Exporting your contact list is simple! Watch the video below or follow the written instructions.
From the Contacts page, click the green Export button on the top right of the page.
That's it! A file containing your contacts list will be emailed to you. A banner confirming this will appear at the top of your screen.