How to add contacts one-by-one
Step 1: Navigate to Contacts in the top navigation and click Add contacts followed by Create Individual.
A panel will appear from the right which will allow you to enter the details of the contact. Input the information you have for this contact.
Need to include additional fields Mobiz doesn't show by default? We have custom fields! Check out our custom fields article here.
Step 2: Select any list(s) that you would like to add the contact to. If you haven’t set up any lists yet but would like to, you can learn how to in Creating lists and assigning contacts.
Before selecting Save, it’s important to note that an SMS may be sent to the contact to obtain their marketing consent. You can click on ‘View SMS’ to preview the opt-in confirmation message your contacts will receive.
This is required to ensure you have received the correct permission from your contact in order to communicate and market to them. You can learn more in Understanding permissions.
Step 3: When ready, click Save or select Save and add another, should you want to add more contacts.
Wanting to import multiple contacts at a time? Learn how in our imports guide.
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