Our contacts feature allows you to keep an organized list of the people who have interacted with your website. This includes contact form submissions, orders, scheduled appointments, blog comments, and more. When clients or potential clients interact with your website in any of these ways, their email address and any other information they provide to you is all saved in your CONTACTS tab.
If you'd like to add contacts that have not yet interacted with your site, you can do so anytime. Then, any interaction they have with your website in the future (as long as they use the same email address), all that information will be saved to that contact entry.
This guide will walk you through creating a new contact through your Zibster account.
PRO TIP!
If you have multiple contacts you want to add to your Contacts, you can easily import a CSV file into your account.
Learn More: How To Import A Client or Lead List Into Zibster
STEP ONE
Log into your Zibster account and click on CONTACTS in the left-side menu.
STEP TWO
Click on the NEW CONTACT button to create a new contact in your list.
There are three sections to complete: General Info, Billing Info, and Notes. Technically, the only required information to create a contact is their email address.
First, complete the general information. This includes their name and email as well as contact information and the type of contact (customer, lead, or vendor).
Next, enter the billing info. You can also add a separate shipping address if needed. By default, the shipping info will be the same as the billing info.
Lastly, you can add notes to a contact if needed.
After you've entered the information you know about this contact, click on CREATE CONTACT.
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