View Categories

Add and Manage All Contacts

Mainflow provides an excellent contact dashboard that represents all the necessary summaries of the activities. This article will guide you through the process of Adding a new contact manually and Managing contacts in bulk in detail.

Adding New Contacts #

To learn how to add a new contact manually, follow the steps with the screenshots below –

First, go to All Contacts from the Contacts section of mainflow Navbar.

Now, click on the + Add Contact button on the top right corner of the dashboard to add a new contact manually.

Here you can see the full All Contacts Dashboard. To learn more detail use about it, read this documentation.

Then, a modal will appear on the right-hand side with a few contact fields for storing information about the contact. These are:

  • Basic Info: Here, you will get all these fields (Prefix, First Name, Last Name, Email, Phone, Date of Birth, and Company/business) to input the basic information about your contacts.
  • Address Info: Here, you will get all these fields (Address Line 1, Address Line 2, City, State, Postal Code, Country) to input the address info about your contacts.
  • Add Custom Data: Here you will get all the custom contact fields you have in your mainflow plugin to add a few extra customized information about your contacts if needed. To learn how to add custom contact fields in mainflow, read this documentation.
  • Identifiers: Here you will get all these fields (Lists, Tags, and Status) to sort your contacts by including them in a single or multiple lists, putting a tag, and selecting their subscription status. 

Once you are done providing and selecting all the necessary information, click on the Create Contact or Create & Add Another button and your contact will be added.

add new contact page

Managing Contacts In Single or Bulk #

Mainflow also provides an easy way to apply various actions against single or multiple contacts upon selection. To learn how to manage a single contact or multiple contacts in bulk, follow the steps with the screenshots below –

First, select the desired contact/s you want to manage, a Select Action dropdown field will appear click on it and you will get all the Actions for managing your contact/s.

All the available Actions for Managing your Contact/s mentioned below are briefly explained below:

  • Add to Tags: Attach a Tag or multiple Tags to the contact/s.
  • Add to Lists: Assign a List or multiple Lists to the contact/s.
  • Remove From Tags: Remove the contact/s from a Tag or multiple Tags.
  • Remove From Lists: Remove the contact/s from a List or multiple Lists.
  • Change Contact Status: Change the contact subscription status for contact/s.
  • Change Contact Type: Change the type (e.g., lead, customer, etc.) for the contact/s.
  • Add to Email Sequence: Add the contact/s to an Email Sequence.
  • Add to Automation Funnel: Add the contact/s to an Automation Funnel.
  • Add to Company: Add the contact/s to a selected company.
  • Remove from Company: Remove the contact/s from any company.
  • Send Double Opt-in Confirmation: Once you select contact/s, can send a Double Opt-in Confirmation Email to the pending status contact/s.
  • Delete Contact: You can also delete a single contact or multiple contacts based on your selection.

Additionally, you can also import or export your mainflow contact/s based on your selection.

If you have any further questions, concerns, or suggestions, please do not hesitate to contact our support team. Thank you.

Subscribe