When to use this
Use Add a Contact when you need to enter one or a small number of contacts manually. If you're importing a larger list, use How to bulk upload contacts in Connect instead.
At least one unique identifier — an email address or mobile number — is required for the contact to be saved.
Steps to add a contact
- Go to Contacts in Connect
- Click the green "+" button in the top-right corner
- Select Add a Contact
- Enter the contact's details (e.g. First Name, Last Name, Email, Mobile, Tags)
- Confirm that consent has been obtained for marketing communications
- Click Add Contact to save
What happens next
- If the email or mobile number matches an existing contact, Connect will update the existing record with the new data
- If no match is found, a new contact will be created
For more detail on how duplicates are handled, see: How Connect handles duplicate contacts
Best practices
- Double-check email and mobile formatting before saving
- Add tags to keep contacts organised (e.g. "VIP", "Sign-up form")
- Use field types consistently — for example, use the correct date format for DOB