Due to our deep integration with your booking software, Marketing Automation will automatically sync your contacts from there! However, if you have a list of contacts that exist outside of your booking software that you'd still like to reach through Marketing Automation, you can easily manually add them to the platform and they will join your All Contacts list, just as any automatically synced contact would. If a contact you manually upload happens to already exist in your Marketing Automation account, Marketing Automation will automatically recognize this and will not create a duplicate.

There are two options for manually adding contacts to your account: adding a single contact or uploading a list using a CSV file.

*Note: Adding contacts could affect your billing plan.


Adding a Single Contact

To add a single contact to your Marketing Automation All Contacts list, start by navigating to the Contacts tab in the navigation menu.

Then click Add Contacts in the top-right.

Next, scroll to the "Add a single contact" section > enter the contact's > click Add Contact.

*Note: If you don't have the contact's name, that's okay! Marketing Automation uses email address as its key identifier for contacts, so a contact can still be added if that is the only information you have.

Once the contact has been added, you can navigate back to your All Contacts list and you'll see the newly added contact in your list.


Adding a List

In order to upload a list of contacts into Marketing Automation, you will need to have a CSV file saved to your computer. Any issues with uploads are most often due to incorrect formatting of the CSV file. Please take a look at this article for a few tips on how to format your CSV for a successful upload.

Once you have created, formatted, and saved your CSV file, you can begin the upload process by navigating to the Contacts tab in the navigation menu.

Then click Add Contacts in the top-right.

Under the "Manually add and import contacts to your account" section, navigate to Upload from .CSV > click Browse Files to search for your CSV > select the CSV from your computer > click Upload CSV.

*Note: If you don't see the file or the file name is greyed out, it's likely the file was not properly saved as a CSV.

Once you've uploaded your CSV, you should receive a success message in the platform and an email letting you know when the upload is complete. Once complete, you can navigate back to your All Contacts list and you'll see the newly added contacts there.

*Note: If you do not receive a success message and your list is not updating properly, please double-check the formatting of your CSV file. If you continue to experience an issue, please reach out through our Support Chat.

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