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Adding Contacts

This guide explains the two methods for manually adding individual contacts to your SendSquared account.

Method 1: Using the Contact Profile Icon​

The quickest way to add a new contact is through the profile icon:

  1. Look for the profile icon with a plus button (usually found in the top navigation or sidebar)
  2. Click this icon to open a new contact profile page
  3. Fill out the contact information in the form fields
  4. Important: Select the group you want the contact to be added to
    • If you skip this step, the contact will be added to your overall contacts but not to a specific sending group
  5. Click Save Contact to complete the process
caution

Remember to select a group for your new contact. Without assigning a group, you won't be able to include this contact in targeted campaigns.

Method 2: Adding Through a Specific Group​

If you already know which group you want to add the contact to, you can:

  1. Navigate to Audience → Groups
  2. Select the specific group you want to add the contact to
  3. Click the Add Contact to This Group button
  4. Fill out the contact information in the form that appears
  5. Click Save Contact to add the contact to the group

Contact Information Fields​

When adding a contact manually, you may fill out any of the following information:

  • Required fields:

    • First Name
    • Last Name
    • Email or Phone Number (at least one is required)

  • Optional fields:

    • Address
    • City
    • State/Province
    • Postal Code
    • Country
    • Custom fields (if configured)

Best Practices for Manually Adding Contacts​

When to Add Contacts Manually​

Manual contact addition is most appropriate when:

  • Adding a small number of contacts (1-5)
  • Adding VIP clients who require special attention
  • Adding contacts who approached you through non-digital channels

Contact Validation​

  • Verify email addresses and phone numbers for accuracy
  • Use standardized formats for consistency (e.g., +1 format for US phone numbers)
  • Check for existing duplicates before adding new contacts

Group Organization​

  • Create logical, well-named groups before adding contacts
  • Consider using a naming convention for your groups
  • Review group membership periodically to ensure contacts are properly categorized

For Bulk Additions​

If you need to add multiple contacts at once, consider using the CSV import feature instead:

  1. Navigate to Audience → Import
  2. Follow the import wizard to upload your contacts spreadsheet

Next Steps After Adding Contacts​

After manually adding contacts:

  1. Verify Opt-In Status: Ensure contacts have opted in to receive communications
  2. Tag Appropriately: Add relevant tags to help with future segmentation
  3. Send Welcome: Consider sending a welcome message to newly added contacts
  4. Update Records: Set a schedule to regularly review and update contact information