Adding Contacts to Your Dashboard

Adding contacts to your dashboard allows you to begin using tools like email marketing, newsletters, and review request emails. You can import contacts from a spreadsheet, connect a CRM, or add them manually.

🎥 Watch the Video

In this video, you'll learn how to:

Upload contacts using a spreadsheet
Connect your CRM to sync contacts automatically

▶️ Watch: How to Add Contacts and Connect Your CRM

👥 Upload Contacts Manually

Use this option if you have a list of contacts stored in a spreadsheet or if you’re adding contacts collected outside of your website.

Log into your dashboard

Click Contacts in the left-hand menu

Click Add Import over on the right

Upload an Excel or CSV file that includes these columns:
- First Name
- Last Name
- Email Address
- Phone Number (optional)

✅ Once uploaded, your contacts will appear in your list.

🧼 Duplicate entries are automatically scrubbed during upload.

🔄 Keep Your List Updated

Keeping your contact list current ensures your emails reach the right people and your campaigns stay effective. An up-to-date list means better engagement and fewer bounces.

Here’s how it works:
- Website leads are added automatically
- Contacts from outside the site need to be uploaded manually
- Be sure to regularly add new contacts and remove outdated ones
🧼 Good news: our system automatically scrubs for duplicates during uploads.

🔗 Connect Your CRM

Use this option to sync contacts automatically from your existing CRM system.

Click Integrations in the left-hand menu
Find your CRM and click Settings
Follow the prompts to connect your account
Adjust your Import Settings to control which contacts are synced

Once connected:

Your contact list will stay up to date
New contacts added to your CRM will be imported automatically
Only contacts that meet your import criteria will appear in your list

✅ That’s It!

Whether you upload contacts manually or connect your CRM, getting your contact list into the platform is quick and easy