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TUTORIAL

Add a Contact

Follow this guide to learn how to add a new contact to Effie.

  1. Click the ‘New’ Button on the Top Right
  2. In the dropdown, choose ‘Contact’
  3. Enter First Name, Last Name, and Nickname.
  4. Select the Contact Type. Be sure to add multiple types if applicable.
  5. Enter their phone number and email address.
  6. Select an F’er. The team member you select here will be listed as the primary person responsible for the contact you add.

    • Caution

      This means campaign messages sent to this contact will come from that team member!
  7. Add any relevant notes. This could be information about how you met them, where they come from, or anything that you or another team member should know about the contact.
  8. Click ‘Add Contact
  9. If everything was entered correctly, after a short time you’ll be taken to the screen for the new contact.

You’re done!