Adding a Contact
Add a contact to a contact list in Engagement Cloud.
Prerequisites
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Before you begin, make sure that you have a user with:
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Permissions to use the Engagement Studio.
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Role of Manager, Supervisor or Operator.
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Sign in to the Engagement Studio.
TIP: Open the Engagement Studio while following this how-to guide.
Steps
1. Open the contact list
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Select Engagement in the left sidebar of Engagement Studio.
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Select Contact Lists.
Engagement Studio shows a table with the available contact lists. -
Select the contact list where you want to add a contact. For example,
Parents.
2. Add a new contact
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Click ➕ Add contact in the Contact list panel.
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Enter the contact information in the Add contact window:
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Name: Enter the name of the contact. For example,
Peter Rabbit. -
Phone: Enter the phone number of the contact. For example,
+351912345200. -
Email: Enter the email of the contact. For example,
peter.rabbit@mail.com.
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Select the Parameters tab.
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Enter the custom parameters information:
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Owned car: Enter the car owned by the contact. For example,
Mini Van. -
Number of children: Enter the number of children of the contact. For example,
7.
Note that the custom parameters available depend on the contact list configuration.
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Click Save.
Result
The Contact list panel shows the new contact. Click the new contact to view its details.