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Importing and adding contacts

Updated

After you create a list in your eduConverse account, you can add opted-in contacts to it.

A contact profile record is created when there is at least one completed required field, like an email address or a phone number.

In this article, you'll learn about different ways to add and import contacts into your list(s).

 

In this article:

 

Import contacts from a CSV file

If you're coming from another provider, you may have exported a CSV file of opted-in contacts. You can easily import these contacts into your account using the import tool. 

 

Note that the unique identifier for contacts in eduConverse is the email address. Each contact also needs to have one required field completed. This can be the email address field, system phone number field, or system name field. By default, we mark the email address field as required.

 

Note that you can make other standard or custom contact fields required. Visit Use required fields to learn more.

 

Learn how to prepare your CSV import file.

 

Manually add one-off contacts

You can manually create one-off contacts in your account and add them to a list. 

 

1. Navigate to the Contacts page by clicking "Contacts" in the left menu. 

2. Click the "Add a contact" button.

3. An "Add a Contact" modal will open. Complete the fields and click "Add."

4. On the next screen, you can add Contact Actions, such as add to lists, add to deal, add to automations, add tags, and advanced list options. Click the "Add to Lists" action option and click each list you wish to add the contact to. 

5. Click any other action you wish to apply to your contact. 

6. Click the "Apply"  button.

 

Create and publish subscription forms

We offer a robust form builder you can use to collect contact information and grow your lists. You can publish forms on your website, Wordpress site, and Facebook page. 

You can also use our Forms for iPad app to collect subscribers offline. 

Additional benefits include:

  • The ability to leverage site tracking
    Using a subscription form will allow you to leverage our Site Tracking feature. When a site visitor submits your form, a tracking cookie will be placed on their browser. We'll then log each visit that contact makes to your site. Note that you'll need to enable Site Tracking before you can begin to collect data. Tracking cookies will not be added to contacts who submit a form on the Forms for iPad app.
  • The ability to use either single opt-in or double opt-in
    Double opt-in is enabled by default, but you can choose to use single opt-in if that makes more sense for your business. 
  • The ability to use additional form actions
    For example, for each contact who submits your form, you can apply a tag to their profile record, create a deal, or email the form results to yourself or someone on your team.

Learn how to create a form in your eduConverse account. 

 

Sync contacts from other apps with integrations

If you use other apps to manage contacts, (such as appointment scheduling apps, help desk solutions, Ecommerce solutions, project management apps, and more) you may be able to integrate those apps with your eduConverse account.

Doing so will automatically feed contacts into your eduConverse account so you can begin automated marketing follow-ups and manage deals through different stages of your sales process.

 

Subscribe by email

The subscribe by email option lets potential subscribers send an email to an eduConverse-generated email address so they can opt in to your list. 

Learn how to use the subscribe by email opt-in method to grow your list.

 

Subscribe by SMS

The subscribe by SMS method lets potential subscribers opt in to your list via text message. The potential subscriber would send a text to an eduConverse generated phone number containing a keyword.

Once the system receives this text, the individual will be added to your list. 

This option does not use any SMS credits. 

Learn how to use the subscribe by SMS opt-in method to grow your list. 

 

Import contacts from an external database

You can add contacts from a MySQL database using our Database Sync feature. This sync can only be run manually and will not modify or alter any data in your external database.

Syncing contacts from MSSQL and PostGreSQL is available via Zapier only.

Learn how to use Database Sync for importing contacts to a list.

 

Import contacts through the API

We have a robust and well-documented open API that developers can use to add contacts and perform a variety of other actions.

Read more about the API. 

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