Add a contact
Create one contact at a time with the correct name, email address and group.
Platform checked: 2026-11-12 · Guide updated: 2026-11-13Steps have been checked against the live platform. Screenshots are cropped to protect account and customer data.
Before you start
- Use only contact data you are authorised to process for the intended communications.
- Create the required contact group first.
Platform entry Platform screenshots use Traditional Chinese; follow the control names in this guide.
Step-by-step instructions
- 01
Open Add Contact
Expand Contact Management → Contact → Add. This creates an individual contact, rather than a contact group.
Open full-size screenshot Name, Email and Contact Group fields for a new contact - 02
Enter the contact details
Name is required. First Name, Last Name, Phone and Email are separate fields. Enter a valid email address for an EDM recipient; a phone number does not replace it.
- 03
Choose Contact Group
Select the required Contact Group. Complete may remain unavailable until the required fields are filled.
- 04
Save and verify
Check the address, name and group, then select Complete. Return to the Contact list to verify the record and its group.
Open full-size screenshot Contact-list columns and filters
Notes and troubleshooting
- Do not recreate or reimport contacts to bypass rejection or unsubscribe status.
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