Create and manage contacts

Modified on Fri, 10 Mar 2023 at 06:50 PM

In addition to Audience Management tools and Analytics, our platform allows for three different ways to create a contact. Two of these options are accessible by clicking on My Audience in the Dashboard's sidebar, and the third is explained further below.

Manual Contact Creation
  1. Select My Audience from the Dashboard's sidebar
  2. Once in My Audience, click on Create Contact+
  3. You'll be presented with a window in which you can enter various types of information to complete your contact, such as name, phone numbers, social media, workplace information, and more
  4. By clicking on Show More, you'll get access to fill in even more info from your contact
  5. When finished, click Save Contact
  6. When you return to My Audience and scroll down to the Total Contacts section, you'll see that your contact has been created

Capture Paper Card Method
This method is really special as it uses our algorithm to scan any photo you have from your contact's Business Card and automatically converts it to a contact.
  1. Select My Audience from the Dashboard sidebar
  2. Once in My Audience click on Capture Paper Card
  3. Choose the Paper Card photo (Having better quality photos gets better results)
  4. Wait until the Converting loading screen has vanished
  5. After the process is completed, you will be prompted to share your Virtual Card with the newly created contact, or you can skip this step and do it later by clicking on I'll do this later
  6. When you return to My Audience and scroll down to the Total Contacts section, you'll see that your contact has been created
  7. We recommend clicking on the three-dotted blue box to edit your contacts with any missing information, when you click on Edit, you'll be taken to the same window as shown on the manual contact creation before

Mini-Pages Contact Forms
This option is only available to people you've shared your Mini-Page with. If your Mini-Page includes a Contact Form, this process will automatically create a contact for you without you having to do anything. Most of our templates include a Contact Form, which serves as a powerful Call to Action on any Mini-Page; however, you can also add this module from the Mini-Page Builder. Below is an example of how any person would fill out this section and how it is automatically converted to a Contact. (Remember, this example assumes the viewpoint of anyone with whom you shared your Mini-Page.)
  1. The person will have to fill out the Contact Form with their information 
  2. They will then press the Send button
  3. They will then see a Success screen
  4. When someone fills out a Contact Form, you'll notice that your contact list has been updated in My Audience and by scrolling down to the Total Contacts section
  5. To find out if any contacts were created by this process, look in the right part of that section for a message that says Created by Contact Form alongside the contact

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