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Add Contacts

  1. Log onto Portal.
  2. Click on the 'Contacts' tab, the second main tab on the left-hand navigation bar.
  3. Click the 'Add Contact' button located on the upper-right side of the screen.  
  4. From here, you can add a list of contacts by uploading a CSV file, or by adding individual contacts manually. To add a contact manually, click 'Add a Contact' underneath the section called 'Add Contact Manually'.

    If you wish to add contacts by uploading in bulk, you can click the "browse" button to find the file on your computer, or upload a file by dragging and dropping the file into the grey box. This will automatically upload the contents of the CSV file onto the page. Make sure that the file is formatted properly - you may download an example as to how it should be formatted by clicking 'Download an example file' below the 'Browse' button.

  5. Type the information for the new contact in the appropriate field. The only fields that are required are the 'First Name', 'Last Name', and 'Email' fields.
  6. Click the 'Save' button in the lower right corner to save your new contact.

    Note: Contacts within Reputation Builder are maintained separately from contacts within iControl.

iMatrix Answers Video

THIS ---->https://supportimatrixcom.imatrixbase.com/reputation-builder/add-contacts.html

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