Adding contacts

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.

How contacts can be added

Contacts can enter your contact list in multiple ways:

Adding a contact manually

Contacts are manually added to your contact list.
They enter the list immediately.

Importing a file with your contacts

You import a file (eg. CSV, with a line for each contact) into your E-goi contact list.
Contacts enter the list immediately. Their status depends on your import options.

Form signup

Contacts voluntarily subscribe via your E-goi sign-up page or opt-in form.
They entered the list immediately. Their status (Active or Pending confirmation) depends on whether the form is double opt-in.

API integration

Contacts can be added
- by an integration (e.g., WordPress, Shopify, etc.) which uses E-goi's API.
- by you making a direct call (post) to our API.
Contacts enter the list immediately. Their status depends on how you posted the API.

Web push signup (browser notifications)

Contacts visit your site and consent to receive your web push notifications in their browser.
Contacts enter the list immediately.
If contacts don't have any additional data (such as email address or mobile number), they can only be sent web push messages.

Push Signup (notifications in a mobile app)

Contacts use your company's mobile app and consent to receive push notifications from your app.
Contacts enter the list immediately.
If contacts don't have any additional data (such as email address or mobile number), they can only be sent push messages.

Recommendation

Contacts sign up via a recommendation link sent to them by another contact already on your list.
Contacts enter the list immediately.

Contact lifecycle

In E-goi, a contact typically follows this flow:

Suscription: The contact signs up. If they arent in your contact list already, they'll be added in Pending confirmation status.
Subscription verification: If their subscription requires confirmation (ie, double opt-in), contacts will be sent a message (usually an email) with a n opt-in link.
Confirmation: When contacts confirm their opt-in, their status in E-goi will switch to Active.
Edited: At any time and in any state (except for the Forgotten state), you can modify any contact's data.
Removal: The contact remains on your list but won't be sent any messages via E-goi as their state has changed to Removed, Inactive, Moved or Forgotten.
Re-subscription: If contacts are in the Removed status, they can be added back to your list if they sign up again, in which case they'll be back to step 2.

Contact status

Contacts in E-goi can be in one of the following statuses, which determines whether they are sent messages:

Active

This is the standard status for a contact. They'll be sent campaigns and messages.
They count toward the total contacts in your E-goi plan.
They can be manually changed to Removed or Inactive status.

Pending confirmation

The contact has signed up but hasn't yet confirmed (via double opt-in) their consent to receive messages.
They've got profile data (such as email address and mobile number) to be sent messages via E-goi, but this will only happen once they confirm their subscription.
They count toward the total contacts in your E-goi plan.
Once they confirm subscription, their status will switch to Active.

Removed

The contact has voluntarily opt out (by clicking the "unsubscribe" button on an email E-goi sent them or flagging that email as spam) or was removed due to a bounce or was removed manually by you.
Removed contacts won't be sent any messages via E-goi.
They don't count toward the total contacts in your E-goi plan.
If they subscribe again, they will be back to Pending confirmation status (in case their opt-in requires confirmation) or Active (in case their opt-in doesn't require confirmation).

Pending re-confirmation

Contacts switch to this status when E-goi sends them a second email to confirm their subscription.
They count toward the total contacts in your E-goi plan.
They won't receive any further messages from E-goi until they confirm their subscription.
They will be switched to Active status if they confirm their subscription or Removed if they don't.

Inactive

This is useful if you need a contact to temporarily not be sent any E-goi messages.
They won't be sent messages but will remain in your contact list.
They count toward the total contacts in your E-goi plan.
To re-enable them so they can be sent messages again, just switch their status to Active.

Moved

They were moved from another E-goi contact list to the current contact list.
They are marked as Moved in the old list and marked as Active in the new list.
They won't be sent any messages from E-goi in their old list.
They'll be permanently marked as Moved in the old list.
They don't count toward the total contacts in your E-goi plan.

Forgotten

The contact requested to be forgotten, as per GDPR.
The contact's data has been permanently deleted.
You can't view or recover the contact's data.
This status is permanent and can't be reversed.
They don't count toward the total contacts in your E-goi plan.

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.

Editing 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.

Editing multiple contacts at once

1) Select the contacts you want to edit (by clicking on the box to the left of each contact), click Actions (upper left corner of the contact listing) and then Edit a field.

2) Choose 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) Don't select any contact. Click Actions (upper left corner of the contact listing) and then Edit a field.

2) Choose 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 Actions (upper left corner of the contact listing) and then Edit a field.

3) Choose the field you want to modify in all contacts of the segment, edit it, and click Apply to confirm the changes.

Adding contacts via email parser

An email parser is a way to add contacts to E-goi by simply sending or forwarding an email with the contact's data to an E-goi-generated email address.

1) Go to the "Contacts" menu and click on "Options" for the list you'll be adding contactos to. Hit "Email parser" on the left-hand menu.

2) Copy the email address we show at the top of the page. This is the address to which you should forward each email you receive with contact data.

3) We've already included parsers for a whole lot of popular services and shopping carts which store contact data in an email. For example, if you use 1shoppingcart.com to process your orders, you can click "Enable" next to it. From then on, any notification email you receive from 1shoppingcart with buyer data can be forwarded to the E-goi email address, which will add the buyer's info to your list.

Creating your own parser

1) Hit "Add parser" at the top of the parsers page and enter the rules you want E-goi to keep an eye out for (check out the existing parsers to get up to speed with the rules you should use).

2) Then use the "Test" feature to ensure your emails are correctly parsed. Once your parser is up and running, it'll be automatically added to the list of available parsers in E-goi.

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.