Adding Contacts

Overview

Our platform gives you multiple ways to add contacts.

Contacts in our platform need to be unique. We determine uniqueness by the presence of an email address or phone number on an existing contact.

Contacts can be either leads or customers. A lead is a contact that has not purchased from your business, whereas a customer is a contact who has made at least one purchase from your business before.

When a contact is added, they are automatically tagged with the user that created them (if applicable) and the source of creation.

Sources

• Contact Import

• Contact Form

• External Form

• API

• Web Chat Widget

Handling duplicate contacts

The table below illustrates the outcome when contacts match existing ones. Contacts are matched based on their email address and/or phone number. Duplicate contacts are never created.

Existing contact	Imported contact	Resolution
Contact: [e-mail]	Contact: [e-mail]	Match Matched existing contact by email address. Action Update tags according to tag option.
Contact: [e-mail] - 0400111222	Contact: 0400111222	Match Matched existing contact by phone number. Action Update tags according to tag option.
Contact: [e-mail] - 0400111222	Contact: [e-mail] - 0400111222	Match Matched existing contact by email address and phone number. Action Update tags according to tag option.
Contact: [e-mail]	Contact: [e-mail] - 0400111222	Match Matched existing contact by email address. Action Attach missing phone number to contact (opposite true of email address). Update tags according to tag option.
Contact: [e-mail] - 0400111222	Contact: [e-mail] - 0477888999	Partial Match Matched existing contact by email address. Mismatched on phone number. Action Note added to contact about mismatched field. Update tags according to tag option.
Contact A: [e-mail] Contact B: 0400111222	Contact: [e-mail] - 0400111222	Multiple Matches Matched Contact A by email address & matched Contact B by phone number. Action The action will be linked to the first contact added to the platform that has not unsubscribed. If all contacts have unsubscribed, the first added contact will be linked. A note will be added to both contact A and contact B indicating that there may be a possible duplicate contact. The tags for both contact A and contact B will be updated according to the selected tag option.