CRM

Importing contacts enables you to get all your current or old contact details and populate your contacts area within your account. To import contacts simply select > The more tab > Import from the drop-down menu as displayed below. Now a new window will open within the import section. To import your contacts - select Import now and simply add your CSV file containing your client information and that's it. All your contacts will now be automatically added to your Contacts area. Match the...

Exporting contacts enables you to get all your current contact details and populate your excel spreadsheet automatically. To Export contacts simply select > The more tab > Export from the drop-down menu as displayed below. Now a new window will open within the export section. To export your contacts - select export. Your contacts will now be added to your excel spreadsheet. Including all contact details from tags to membership data. [Previous](https://docs.sendly.co.uk/sendly-platform/c...

If you need to manually add contacts to your contact area, simply select > Add contact' at the top right side of the dashboard. Add a name and email address. Once the contact is added to the contacts area, you can add tags, allocate membership data, and more.

Each user is allocated to their own profile. Within the user's profile you can: - Add tags - Update properties - Add to member groups - Delete contact - Reset passwords - Form submit overview - Orders - Email marketing info

Properties & Custom Properties Custom properties are really powerful and can aid your marketing efforts massively. You can store any type of information against your contacts, for example, what pottery lesson they are coming to. To create a custom property, simply select the field type from the list. To find the properties and custom properties display: Go to > Settings tab Available in forms If you require the field to be available in your forms, simply turn it on. Note: You can hide t...

Tags are perfect to help segment your audience within your contacts area. To create a tag > Go to the Contacts tab > Select the Tab Icon as shown below. Now a new window will open within the contacts settings tab. Select create new tag Now create your tag name And that's it your tag is now created. You can also create tags on various widgets such as checkouts, forms, trigger automations and more.

In this article you will discover how to create membership groups, how to manage your groups, add users to groups via forms and purchasing your store products. To start creating your membership groups: Go to the contacts tab 'CRM' and select add group as highlighted below. Once you have selected add group, name the group so you can reference in later on. This group name will be visible to your members. Once you have created your group, the next stage is to select where the members will be re-...

To assign a page to be only accessible only by group members you can do that by clicking on Pages or a folder where your page is located. Find the page you want to restrict access to and click on the Settings Icon to get to the page settings. In Page Access drop down select Members Only and click on Choose Member Groups, after that all you need to do is select what groups should have access to that page. This also applies to funnel steps.