Every time someone fills out a contact form on your website, they're added to your contacts list. However, it's a good idea to add more contacts to build out your email lists. This guide walks you through how to add individual contacts, as well as how to import a large list of contacts.
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.
Click the Add Contact button on the right side of your screen.
A pop-up box will appear. Fill in your new contact's information, then click the green Save Contact button at the bottom of the box.
If you'd like to create another contact, repeat the steps above.
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.
The Importer will then ask you to mark which row is your "Header" row. Mark which row of your file includes the column labels, then click the blue Next button at the bottom right of the window.
A screen will appear which shows the column names and types of contact data within each column. Please take a moment to ensure this information is correct. If it isn't, edit these fields through the dropdown menu associated with each column.
Once your data and columns are correctly matched, click the blue Next button.
A page will appear showing a final display of your data and column types.
- 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.
Success! Your contacts will now import to your AgentMethods account and will be visible on your main contacts page.
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.