Contacts

How to Add Contacts in Firstsales.io

8min

Overview

This guide explains different methods to add contacts to your Firstsales.io account. There are multiple ways to add contacts: importing via CSV, manual entry, or pasting CSV content directly.

Prerequisites

  • A Firstsales.io account
  • Contact information to be added
  • CSV file (if importing contacts in bulk)

Methods to Add Contacts

Method 1: Import CSV File

  1. Navigate to "All Contacts" from the main menu
  2. Click the "Add Contacts" button in the top right corner
  3. Select "Import CSV" from the options presented
  4. In the upload window:
    • Drag and drop your CSV file, or click "Choose file"
    • Maximum file size: 5MB
    • Supported format: CSV only
  5. After uploading:
    • Click "Preview CSV" to review your data
    • Click "Next" to proceed to field mapping
  6. In the Fields Mapping section:
    • Map your CSV columns to Firstsales.io fields
    • Required fields include:
      • Email
      • First Name
      • Last Name
    • Additional custom fields can be added using the "Custom fields" option
  7. Review the CSV preview shown at the bottom
  8. Click "Upload CSV" to complete the import

Method 2: Create Manually

  1. Click "Add Contacts" button
  2. Select "Create Manually" option
  3. Enter contact information one by one
  4. Fill in required fields:
    • Email address
    • First name
    • Last name

Method 3: Paste CSV

  1. Click "Add Contacts"
  2. Choose "Paste CSV" option
  3. Copy and paste your CSV content directly into the text area
  4. Follow the same mapping process as Method 1

Important Notes

  • Current contact status indicators:
    • Active contacts are marked in green
    • Unsubscribed contacts are shown separately
    • Suspended contacts (if any) are marked in red
  • The system will show:
    • Total number of contacts
    • Number of active contacts
    • Number of cold contacts
    • Number of suspended contacts

Best Practices

  1. Always review the CSV preview before importing
  2. Ensure email addresses are in correct format
  3. Check for duplicate entries
  4. Use the sample CSV template provided for correct formatting
  5. Keep your contact list organized by using proper naming conventions

Troubleshooting

If you encounter issues:

  • Verify CSV formatting
  • Check file size (must be under 5MB)
  • Ensure all required fields are mapped correctly
  • Remove any special characters from the CSV file

For additional support, use the "Support" option in the left sidebar menu.

Updated 01 Dec 2024
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