Creating New Contacts (Manually)

Users can manually add contacts to a contact group for surveys or communications. This allows precise control over recipient details.

Accessing the Create Contacts Panel

Contacts can be added manually in two ways:

1. Select Create New Contacts displayed by default after creating a contact group.

2. Select Create New Contacts from the More Options context menu next to a contact name.

• The Create Contacts panel opens.

Steps to Add a Single Contact

1. Enter the following information in the panel:

   • First Name

   • Last Name

   • Email

   • Mobile Number

2. Click Create.

• The contact is added to the Contacts List.

• A notification confirms successful creation.

Adding Multiple Contacts Manually

Steps

1. Navigate to the Contacts page.

2. Click the Add option multiple times to generate fields for multiple contacts.

3. Enter the details for each contact.

4. Click Create.

• Multiple contacts are added to the Contacts List simultaneously.

• A notification confirms the successful addition of all entries.

Notes:

• Manually adding contacts ensures accurate data entry for critical survey recipients.

• Use multiple-entry fields to save time when adding several contacts at once.