How to Create and Upload Contacts

Cloudcontactai

  1. 1. Login to Your CloudContactAI Account and Select 'Contacts' from the Dashboard Menu

  2. 2. Click on CONTACTS

    Click on CONTACTS

  3. 3. Click on 'Add Contacts'

    If you're brand new to CloudContactAI, you won't have any contacts listed in your account.

    Click on 'Add Contacts'

  4. 4. Manually Upload a CSV File to Add Multiple Contacts at Once

    To do this, check 'Upload CSV file', then select your file. Be sure that you have a first name, last name, phone number, and email column or the file will be rejected.

    Manually Upload a CSV File to Add Multiple Contacts at Once

  5. 5. Once Your File is Uploaded, Select 'Create'

    Once Your File is Uploaded, Select 'Create'

  6. 6. Now, We'll Manually Upload a Single Contact

    Select 'Create Contact'

    Now, We'll Manually Upload a Single Contact

  7. 7. Select 'Manually Add Contacts'

    Select 'Manually Add Contacts'

  8. 8. Add the First Name of Your Contact

    Add the First Name of Your Contact

  9. 9. Add the last name of your contact

    Add the last name of your contact

  10. 10. Add the Phone Number and Email of Your Contact

    Add the Phone Number and Email of Your Contact

  11. 11. Click 'Create'

    Click 'Create'

  12. 12. Send Your First Campaign!

    Once you've got contacts uploaded, it's time to start sending. We'll cover this in our next tutorial.