How to Create and Upload Contacts

Jake Murphy

Created Feb 13, 2023

How to Create and Upload Contacts

5
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Cloudcontactai

12 Steps
1

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

2

Click on CONTACTS

Click on CONTACTS
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

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

Once Your File is Uploaded, Select 'Create'

Once Your File is Uploaded, Select 'Create'
6

Now, We'll Manually Upload a Single Contact

Select 'Create Contact'

Now, We'll Manually Upload a Single Contact
7

Select 'Manually Add Contacts'

Select 'Manually Add Contacts'
8

Add the First Name of Your Contact

Add the First Name of Your Contact
9

Add the last name of your contact

Add the last name of your contact
10

Add the Phone Number and Email of Your Contact

Add the Phone Number and Email of Your Contact
11

Click 'Create'

Click 'Create'
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.

Well done!
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