Contacts: Create Groups and Contacts – tribefii Help Center

Watch the Video or Read the Instructions Below:

Getting organized with your contacts is made easier with Tribefii. So how do you create group and contacts?

Here’s how:

Step #1 – Go to Your Dashboard, hover your mouse to Contacts and Click “Create a Group”

Step #2 - Name your contact group so it would be easy for you to recognize your target list when creating a campaign:

Then click “SAVE”. Before saving, you can also set Contact Group’s status from Offline to Online by sliding it to the right side. Now, let’s proceed to the next step.

Step #3 – Add contact to your Group

In my case, I named my contact group as “Baking Enthusiast” and in order to add contacts to this group, I just click “add contact”. You can opt to upload contacts (provided that you follow the Excel/CSV template from Tribefii).

To add contact, click +Add Contact

Fill the information required. If you wish to, you can also fill in other information like employment, birthday, alternate email and etc. and after filling up necessary information, click “SAVE”

Here’s how it looks:

Note: Remember to slide “unsubscribed” to “subscribed” for your contact if you are planning to send them an email campaign.

To check your contacts in that specific group, click the name of your Contact Group.

As you can see in the image below, my contact has been added successfully:

You can later on edit your contact by clicking edit to add more information and to change its “subscribed” or “unsubscribed” status.