Adding contacts

In this article

• Introduction
  • What is a contact
• Before you start
  • Requirements
  • Contact status
• Step-by-step
  • Adding a single contact
  • Adding contacts by copying and pasting
  • Editing contacts
• Frequently asked questions
  • Are there other ways to add contacts in E-goi?
  • I've got no contacts. How do I get started?

 

E-goi makes it easy to add contacts in multiple ways so you can then manage and segment them at will.

 

What is a contact?

A contact is anyone you'll be engaging using E-goi. It's E-goi's version of "lead" or "subscriber".

To receive messages you send via E-goi, a contact needs to have at least one of the following:

• an email address to receive emails.
• a mobile number to receive SMS or SmartSMS.
• a mobile or telephone number to receive voice broadcast.
• a web push token to receive web push messages.
• a push token to receive push messages.

 

 

Before you start

 

Requirements

• Make sure you have in E-goi a contact list ready to receive your contacts.
• Make sure the contacts you are going to add have given their prior consent to receive your mailings.

 

 

Contact status

Contacts in E-goi can be in one of the following statuses:

 

Active

This is the normal state of a contact.

 

Removed

This is the state of contacts that:

• voluntarily opt out (by clicking the "unsubscribe" link in an email you send them using E-goi or flag your email as spam in certain mail services, such as Gmail, Outlook.com, and Yahoo).
• are manually deleted in E-goi itself.

A "removed" contact will never receive messages from E-goi. For security reasons, it's also not possible to edit the data of that contact or change their status if they voluntarily opted out or their email address had too many bounces. But if you removed them yousefl manually and you want to undo it, just edit the contact and change their status.

If you have an E-goi plan based on the number of contacts, "removed" contacts do not count towards your plan quota.

 

Unconfirmed

If your subscription form is double opt-in, E-goi will send an email to the contact with a link to confirm the subscription.

Until the contact clicks on this link, their status remains "unconfirmed". Only after clicking will it change to "active".

A contact in "unconfirmed" state will never receive messages from E-goi because they haven't confirmed their subscription yet.

 

Waiting for reconfirmation

Similar to "unconfirmed", but it only applies when E-goi sends the contact the subscription confirmation email again. Only after the contact clicks on the subscription link from that email will it change to "active".

A contact in the "waiting for reconfirmation" state will never receive messages from E-goi because they haven't confirmed their subscription yet.

 

Inactive

If you have contacts that you temporarily don't want to receive any messages, you can change their status to "inactive". To start receiving messages again, change the status back to "active".

 

Moved

Contacts with this status have been moved from one list to another (through the "move" operation). The contact remains "active" in the list they were moved to and always remains "moved" in the list they came from.

A contact in the "moved" state will never receive messages from E-goi.

 

Forgotten

If a contact requests to be forgotten, they will have no visible data and will not receive messages from E-goi, according to GDPR rules.

 

 

Step-by-step

 

Add contacts one by one

1) Go to the Contacts menu and click on Contacts for the list where you want to insert them.

2) On the page that appears, click the Add contact button and choose the Add one option.

3) Fill in the contact's profile with their information (name, email address, etc.) and save it. If necessary, you can add another contact right away.

 

 

 

Add contacts by copying and pasting

1) Go to the Contacts menu and click on Contacts for the list where you want to insert them.

2) On the page that appears, click the Add contact button and choose Copy and paste.

3) Choose whether you want to add email addresses or mobile numbers.

4) Paste the list of email addresses or mobile numbers, making sure there is one per line.

5) Proceed with the import.

 

 

 

Edit contacts

1) Go to the "Contacts" menu, find the list where the contacts you want to change are located, and click on "Contacts".

2) The contacts will appear. Locate the contact you want and click on the options button to the right of the contact.

3) Choose Edit and edit the contact.

 

Edit multiple contacts at once

1) Select the contacts you want to edit (by clicking on the box to the left of each contact) and click on "Operations", on the right side of the page.

2) When asked "What do you want to do?", choose "Edit a field". Select the field you want to modify in the contact, edit it, and click Apply to confirm the changes.

 

Editing data in all contacts in the list

1) Do not select any contact and click on "Operations", on the right side of the page.

2) When asked "What do you want to do?", choose "Edit a field". Select the field you want to modify in all contacts of the list, edit it, and click Apply to confirm the changes.

 

Editing data in all contacts in a segment

1) Create or load the segment with the contacts you want to modify.

2) Click on "Operations", on the right side of the page.

3) When asked "What do you want to do?", choose "Edit a field". Select the field you want to modify in all contacts of the segment, edit it, and click Apply to confirm the changes.

 

 

Frequently asked questions

 

Are there other ways to add contacts in E-goi?

Yes, you can:

• Import contacts if you have an Excel or CSV with their data (name, email, etc.).
• Create a sign-up landing page.
• If you have contacts in an external software or service, you can check out our integrations.

 

I have no contacts. How do I start?

You can create a sign-up landing page or embed a subscription form on your site.