How To Add Contacts Individually (Manual)

How To Add Contacts Individually (Manual)

In this article we will explain how to upload individual client contacts to HQ+



Step 1

Login to your HQ+, then click 'Contacts' in the HQ+ menu




Step 2

To add a new contact click the large plus .
You should be taken to a page for completing the contact's general information





Step 3

Make sure you select the 'Full Details' tab at the top pf the page.



Step 4

Fill up as much general information on the new contact as you can, every little bit helps. 
*Ensure that for mobile, add in +65 at the start of the  mobile number.





Step 5

To enable automated birthday card sending enter contact's birthday in yyy-mm-dd format and check the 'Send BD Card' box.



Step 6

Enter contact's mailing address ensuring that country is filled up as "Singapore" and not any other variation like "sg" or "SG" or "s" etc



Step 7

Add tags to your client to help categorise them for ease of future targeted campaigning.




Step 8

Enter a next review date for the next occasion you expect to meet this new contact. A reminder for this will appear in your First Page.




Step 9

To enable automated newsletter sending check the 'Send Newsletter' box below their email address.
*Ensure that contact's record has an active official email address that the contact checks frequently, preferably one that is NOT a yahoo mail, in order to minimise Newsletter bounce rate.




Step 10

Click 'Save' and you have finished creating the new record!



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