The Contacts and Outreach tab is your one-stop-shop for everything related to Supporter Info, Groups, & Outreach Action Keywords.
The Contacts and Outreach tab has 4 pages. We'll walk you through each of them.
The Contacts page provides a convenient way to manage your supporters to New/Mode, and makes it even easier to contact them through Outreach Actions like SMS broadcasts and chatbots. Here, you'll be able to view, upload, and edit contacts.
Step One: On the contacts page, select Add Contact
Step Two: On the Add a Contact page, enter in First Name, Last Name and either Email Address or Phone Number.
Step Three: Press Save, and you’re done! Your contact is added.
Pro Tip: You can add contacts directly to Groups using the Groups Textfield near the bottom of the Add A Contact Page.
Uploading a list of contacts is the best way to add multiple supporter’s information to your contact list.
Step One: Prepare your CSV of contacts for upload. Each contact must contain First Name, Last Name and Email Address or Mobile Phone numbers. Take a look at this example CSV to preview what your formatting should look like. If you're missing this information, the upload will fail (don't worry, we'll send you an email letting you know).
Step Two: On the contacts page, select Upload Contacts
Step Three: On the Upload page. Select "Choose File". Select your contacts CSV from your computer.
Step Four: Press Save, and you’re Done!
Pro Tip: Select “add filename as group” to automatically add all contacts from this CSV to a new Group. Otherwise, select a group from the Group dropdown menu.
To export your contacts, click the Export button on the Contacts page. You’ll then be taken to the Export Contacts page. Here, you’ll be given an option of which format you’d like to export your contacts in (either Excel or csv), as well as the Export Items you’d like to include. Once you’ve made these choices, press Export, and the system will generate your file.
The Groups page allows you to organize your contacts. You can use Groups to keep track of where your supporters came from, or contact specific groups in an Outreach Action.
Step One: On the contacts page, select Add Group
Step Two: Enter a title and description for your group. Make sure to name the group something clear to everyone who uses New/Mode in your organization
Step Three: Press Save
Groups can be edited by navigating from the Contacts page to the “View/Edit” group page.
On this page, select “edit” to modify your group’s name and description. If you’d like to delete multiple groups, select each group with the checkbox on the left side of the card, and then “delete” from the dropdown menu.
Here, you can manage keywords associated with Outreach Actions.
Step One: Press Add Keyword on the Keyword page
Step Two: Select the country you'd like to use the Keyword in
Step Three: Enter your desired keyword. Check the checkbox stating that I understand that provisioning a keyword will result in additional charges ($25USD per keyword per month) being applied to my account.
Step Four: Press Add. If your Keyword is available, it'll be added to your account. If it isn't available, you will be prompted to add a different keyword.
On the Keywords page, you have the ability to manage your Keyword. If you'd like to change what Action a keyword is associated with, select its Status. If you'd like to deactivate a Keyword from an action, select Deactivate. If you would like to release your Keyword (and end the $25USD/Month Charge), select Release Keyword.
To anonymize a contact and have their information redacted from New/Mode, enter in as much of the applicable information (Email Address, Phone Number, Fax Number, Twitter Handle) and select Anonymize.