How do I add a contact by hand?

Adding a contact takes a few seconds. Give it a name, phone number or email, whatever you have, and it is ready to message from the moment you save it. Anyone on your team can add a contact this way, it is not limited to admins.

Add a contact

1. Go to Contacts and click Add Contact.
2. Fill in what you have. First name, last name, email and phone are each optional on their own, but you need at least one of them before you can save an empty contact.
3. Add tags if it helps you sort contacts later. Type a word and press Enter or a comma to add it.
4. If your business has services set up, pick the one this contact asked for in the Service box. It starts on No service yet. The box only appears once you have added services in Settings, Services.
5. Marketing Consent starts on Not recorded, meaning nobody has asked this contact yet. Choose Agreed to marketing only if they have told you they want marketing messages, or Declined if they said no. Only an admin can change it; for everyone else the choice is greyed out and stays on Not recorded.
6. Click Create Contact. You land on the new contact's page straight away, and they can be messaged from your inbox from that moment on.

They join your customer journey on their own

If your business has a customer journey set up, a new contact joins its first step automatically as soon as they have an email or a phone number. You do not need to add them to it yourself. A contact saved with only a name waits until you add an email or phone, then joins the first step at that moment. If you have no journey yet, nothing happens until you set one up. If you picked a service, they join the first step of that service's journey instead. You can change the service later by editing the contact.

A note on phone numbers

The phone box starts on Canada with +1 already filled in, so for a Canadian or US number you only type the rest, like 204 555 0123. For another country, pick its flag from the menu in the box, or paste the full number with its country code, like +44 7911 123456, and the box switches to that country. If you type or paste the +1 for a Canadian or US number, the box takes it out for you. Peakify refuses a +1 number that is not a real North American number, so a mistyped one is caught before it is saved. You can also leave the box alone: the phone is optional, and an untouched box saves the contact with no phone number.

If it says the email is already used

Each email address can only belong to one contact per organization. If you see this message, search Contacts for that email first, the person is probably already in your list. Edit the existing contact instead of creating a duplicate, or see How do I merge two contacts that are actually the same person? if you already created one.