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Adding Contacts Manually: A Step-by-Step Guide
Adding Contacts Manually: A Step-by-Step Guide
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

If you have just a few contacts to add and prefer not to upload an entire CSV file, use our manual upload feature. For larger lists, we recommend using the CSV upload feature for time efficiency.

HOW TO MANUALLY ADD AN INDIVIDUAL IN 3 STEPS


Step 1:

Go to the main contacts page and click “New Contact” in the top right-hand corner


Step 2:

Enter their first name, last name, and email address. If you don't have their email, consider checking their social profiles or sending them a direct message to obtain it.

(Note: Without their email, you won't be able to email them through Roster.)


Step 3:

Add their social handles. Ensure they are entered exactly as shown on the respective social networks. To change the social handle option, click on the Instagram option to find other networks.

Additionally, you can also place the ambassador in a program directly from the "New Contact" pop-up by selecting the appropriate program in the Program section.


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