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Add a Single Contact into Distrobird

Updated

 

To add a single contact to your dashboard, follow the steps below.
 

Step 1 — Add Person Data

  1. At the top right corner of your contacts page, click the Actions button, then select  Add a Single Contact from the drop-down menu. This will open the Add Person modal where you’ll be required to fill in the following details:
  • The person's full name
  • Channels:  Click on the drop-down and select if you would like to add an email and/or phone number. Enter the email and phone number in the space provided and click the Add Number/Email button.  You can add multiple email addresses and phone numbers to a single contact by repeating step 1b. If you choose to add additional email addresses or phone numbers to a contact, we recommend that you set one of each as the primary (default). If you choose not to, a default email and/or phone number will be selected at random.
  1. Select group (optional): You can add the contact to an already existing group by entering the group name in the space provided. 
  2. Click the Create Contact & Continue button.
 

Step 2 — Add Attributes (Optional)

  1. To add an existing attribute, click on + Add existing attribute. A drop-down menu will appear. Select the attribute you want and input the value. 
  2. To add a new attribute, click + Create new attribute and select the data type. The data type options available are:
  • Text
  • Number
  • Boolean (True or False)
  • Date
  • Enter attribute name and value. Repeat this step to add more attributes. 
  • Then click on the Add Attributes button to finish this step.
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    Step 3 — Enrich Data (Optional)

    Enriching data turns the email and phone number you’ve provided into a rich profile based on publicly available data, e.g. profile picture, social handles, LinkedIn information, etc. You have the option to enrich either the email and/or phone number provided.
     
    1. To enrich data by email, select the Enrich email checkbox. This allows us to pull any available data on the details listed below the checkbox. 
    2. To enrich data by phone number, select the checkboxes next to the attributes you would like us to pull. Or select Enrich all to pull any available data on all attributes. 
    3. After selecting the attributes you would like us to pull, click the Enrich Data button.
     
    You’ve successfully added a new contact!
     
     
     
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