Add a new contact

Learn how you can add a new contact on Wajooba.

Adding a new contact is a crucial task for your business, as it lays the foundation for successful communication and relationship-building with potential and existing customers. By building a database for all your contacts in a centralized location, you can easily manage your interactions, tailor your marketing efforts, and make informed decisions about your sales strategies.

Additionally, adding new contacts allows you to collect important data such as contact details, purchase history, and customer preferences, which can be used to personalize communications and provide better customer service. 

We’ll help you add contacts to your account.

How contacts are added on Wajooba

Adding contacts to Wajooba can be done in different ways. When someone registers or makes a purchase or donation on your public website, Wajooba automatically records the contact and assigns them to the correct contact segments. The same thing happens when a viewer on your website interacts with your event widgets and provides their contact details to subscribe to your emailing list and receive marketing emails from your brand. This automatic process saves your time, allowing you to focus on other important aspects of managing your business.

Aside from the automatic process, you can also manually add contacts from the Contacts menu. This gives you more control over your contact list and allows you to add contacts that were acquired outside of the public website. Adding contacts manually can be done by filling out the necessary information such as the contact's name, email address, phone number, and other relevant information.

Manually add a new contact

To manually add a new contact, follow these steps.

  1. From your Wajooba account, go to Contacts.

  2. To add a new contact, select the plus ➕ icon from the upper right corner of the page.

    Select the "+ button"

  3. Fill out the required fields such as the name, email address, and phone number.

  4. If you’re tracking the sales performance of your team, you can also fill in the Lead Source and Owner fields. The lead source is where the owner acquired the contact. It can be from a social media platform that you use or from an in-person marketing strategy that you do.

  5. (Optional) You can opt to add more information about the contact by filling in the fields under Other Information and Custom Fields.

  6. (Optional) If the contact agrees to your waiver and wants to subscribe to your mailing list, you can leave the checkboxes as checked. Otherwise, uncheck the Waiver Form Signed and Subscribe to Mailing List checkboxes.

    By Default Enabled (Optional to check in)

  7. Once you’re done, select Submit.

The contact will receive a welcome email, notifying them that they have been added as a new contact on your account.

Created by: Paul Romuel Danila

Edited By: Mandar Khopkar

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