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How do I add Contacts?

Learn how to add contacts to your database

Updated over 3 weeks ago

Admins can add contacts to their site manually, one at a time, or through an import. People who purchase memberships through your online store or are manually entered as paid members will be automatically added to the contacts table. You can also share a Site Joins link for people to request to join your site as a contact.

Please Note: Adding people to your site as contacts does NOT add or update membership records. Here’s how to enter paid members individually.

There are several ways to add additional people to your site

  1. Members: Individuals who purchase memberships through your online store or are manually entered as paid members will be automatically added to your site as contacts.

  2. Use Site Joins by sharing a link where individuals can opt in to receive communication from your organization and be added to relevant lists.

  3. Import people with names and email addresses from an existing list/database.

  4. Add a person manually in the contacts tab.

Manually adding contacts

  1. On the toolbar, select Contacts and click All Contacts.

  2. Click the Add Contact button and select Add New Contact.

  3. Fill in the form to add the contact.

  4. Enter the:

    • First and Last name (required)

    • Email Address (required)

    • Phone Number

  5. Optional: You can add the contact to any existing list.

  6. Optional: Notify the contact by email with the option to enter a personal message.

5. Click Add Contact.

Questions? Click the "?" icon to contact Givebacks Support.

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