The purpose of this article is to explain how to add contacts in Postal Economy.
Contacts can be added in two ways
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CSV or Excel Upload - Best for large contact uploads
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Add Contact flow on the Contacts tab or during a send
CSV or Excel Upload
Uploading contacts via a CSV or Excel spreadsheet is very simple. Start with the following template:
Best Practices: Follow all instructions on the Template guide. No contact information besides First Name / Last Name / Email will be imported.
Add Contact
The other action available on the Contact tab is Add Contact. This will prompt a short form. The minimum required information is First Name / Last Name / Email.
Once the fields are filled out, select Add Contact.
View & Edit Contacts
From the Contact tab, you can select the checkbox to bring up an option to send to or remove a contact.
Selecting the name of the contact will bring you to a Contact Details page.
You can edit various fields on the Contact Details page by selecting the pen icons. This includes:
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First Name
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Last Name
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Email
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Company
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Address
There are various actions that you can take as well. Click on the Actions button to pull up a list:
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Send Item
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Download Contact - Download a single contact to a spreadsheet
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Delete Contact - Remove the contact completely
Finally, you can also view Orders sent to this contact and Campaigns they are a part of.