Address Book 101

Address Book is the place to go to manage all of the contacts you'd like to use in your automation workflows. 

 

Adding Contacts

You can add contacts individually or by importing them as a CSV file.  To learn more about importing contacts, click here.

 

 

To add contacts individually, just enter their name, email and optionally, a phone number as seen below.  You may also add Tags to organize your contacts into groups or lists to use later on in your workflows. 

 

 

After you've added your contacts, they'll be listed alphabetically by name. 

 

 

Managing Contacts

Across the top of your contact list are options for filtering, searching and managing tags as needed. You can also add or import additional contacts by clicking the orange Add Contact button.

 

 

 

 

 

 

 

 

 

.