There are eight ways you can add contacts. In this article, we'll cover each option for bringing contacts into T2Connect. You can:
- Import contacts from a .csv file
- Manually add contacts one by one
- Place forms on your site to collect contacts
At minimum, we recommend that you place forms on your website and set up integrations with other apps that you use so that new contacts are automatically added into your account.
Before adding contacts, you'll need to create a list.
Creating a list
Begin by clicking “Lists” in the top menu. Click “Add New List” in the upper right-hand corner of the screen.
Fill in all the fields in the modal window that appears.
Note that your address must be a physical mailing address. If it is not, your sending may be delayed until this is corrected.
When you are done, click “Create List”
To begin adding contacts, navigate back to the Contacts Overview page by clicking “Contacts” in the top menu.
Importing contacts from a .csv file
You may have a .csv file of contacts you've exported from another provider. To bring those contacts into T2Connect, click the “Contacts” tab in the top menu.
Click the “Import” button:
Click “Import from File.”
A file browser will appear. Navigate to the file name and then select it by clicking it. Click “Open.”
Your file will be processed and you'll be redirected to a screen where you can map columns of data to specific fields in T2Connect.
On the left you'll see example data from the .csv file and on the right you'll see a dropdown menu to select the corresponding field. For each data value, select the field that matches. If there is data you do not want to import, select “Do not import this field” from the dropdown menu.
Note that you can map data to custom fields so if there isn't a default field for data you want to import, leave the import process and create custom fields to capture all the data you want to import. For more information about creating and using custom fields, see the help doc on that topic.
After you've mapped the data in your .csv file to fields in your account, select the list(s) you want to add your contacts to, input any tags you want them to have, and make sure that “Import as Contact” is selected.
As a best practice, you may want to apply a tag that indicates the source of these contacts. That way you can easily find this group if you need to make any bulk edits to them later.
The “Update Existing Contacts” setting will look for a matching email address in your account and add any additional contact data to the contact record.
When you're done configuring settings, click “Import Now” to start the import process. The length of time it takes to import contacts will depend on the size of the .csv file. Most files will be imported in less than 10 minutes.
Manually adding a contact
You can add contacts one at a time if you have their email address.
Click the “Contacts” tab in the top menu to navigate to the Contacts Overview page.
Click “New Contact”
Select the list(s) the contact should be added to by clicking the checkboxes next to the list names.
Fill in the contact data in the appropriate fields. The only field that is necessary is the email address field.
When you are done, click “Add.”
Place a form on your site to collect opt-ins
We offer a robust form builder you can use to collect contact information. You can place forms with offers for content to motivate your website visitors to become contacts.
To create a form, click “Forms” in the top menu.
Click “New Form:”
Give your form a name and then select which list the contact should be added to.
Configure your form to have the fields and visual elements you want, and then click “Integrate.” For more detailed instructions on how to create and design forms, see the help doc on that topic.
You are able to embed your form into your site by copying and pasting code into your website, use our Wordpress plug-in to place the form in pages and posts on your site, and add the form to your Facebook pages.