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How do I add a contact by hand?

Give it a name, phone number or email, whatever you have, and it's ready to message straight away.

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. Marketing Consent is checked by default, meaning this contact has agreed to receive marketing messages. Uncheck it if they have not.
  5. 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.

A note on phone numbers

Phone numbers need the country code with a plus sign in front, like +1 204 555 0123. Peakify does not add the country code for you, so a plain local number will be rejected until you add it.

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.

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