# Importing And Managing Contacts

> **Source**: [SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w)
>
> <p>Import contacts from CSV files or other platforms, organize them into lists and segments, manage tags, clean your lists, and keep your subscriber data organized in SendX.</p>

## Browse Collection

1. [How to add a new contact to a list or tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w.md) (Video)
2. [Creating and Managing Custom Fields and Contacts in Audience Settings](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q.md) (Video)
3. [Creating and Updating Contact Segments with Custom Conditions and Fields](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA.md) (Video)
4. [Managing Subscription Status in Contact Profile](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/2kHG7DfMmsM8cm75M3krxw.md) (Video)
5. [Deleting a List and Associated Contacts in Audience Management.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/1KuInkOhejAgCdOLCRmCmg.md) (Video)
6. [Export Contacts from a List in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/kanu3TUqYoq97MygCxH9Pg.md) (Video)
7. [Marking contacts as unsubscribed using bulk actions](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FBCyjmMnCLh4MwV3xoWlbw.md) (Video)
8. [Enabling the "List Cleaning" Addon in Settings.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/vg72nlGoLObl1XlJm1xDTw.md) (Video)
9. [Purchase Threat Checks/ List Hygiene](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/pAuPyP4sV7CImAqL2ALLKw.md) (Video)
10. [How to create a list of unsubscribers in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/eonZtCkzJRrzgkwP8d0hJA.md) (Video)
11. [Creating a New Segment with Email Unsubscription Condition in Audience Management](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FCjlR1Agm7P5A9qJ4EjANA.md) (Video)
12. [Import and Map Contacts from CSV to Audience List/Tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/uClxwZ9kOwGO1Ji5vvV5ZQ.md) (Video)
13. [How to Associate Multiple Tags to a contact while Importing](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/OZas7ZJzeG8wj4E4Wkhfbw.md) (Video)

---

# VIDEO: How to add a new contact to a list or tag

## METADATA

- id: ybxZma1ZTcDsP2e8wkb29w
- type: video
- source: SendX
- content_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w

- collection_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w

## TRANSCRIPT

- time: 00:00
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=0
  text: Importing contacts allows you to add multiple contacts to SendX

- time: 00:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=3
  text: at once from external sources.

- time: 00:06
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=6
  text: You can upload contact data

- time: 00:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=8
  text: from CSV files or manually paste email addresses directly into SendX,

- time: 00:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=13
  text: automatically adding them to your chosen list.

- time: 00:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=17
  text: In this video,

- time: 00:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=18
  text: let's see how to manage contacts and lists in SendX.

- time: 00:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=22
  text: Select audience from the navigation bar.

- time: 00:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=27
  text: Choose Contacts from the dropdown menu

- time: 00:29
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=29
  text: under Audience.

- time: 00:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=31
  text: Use this method when a contact already exists in SendX

- time: 00:34
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=34
  text: and you want to add them to additional lists or tags.

- time: 00:40
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=40
  text: Click on the 3 dot menu next to a contact's name.

- time: 00:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=44
  text: Select edit from the dropdown menu.

- time: 00:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=50
  text: In the form,

- time: 00:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=50
  text: click on the list drop down to view available lists.

- time: 00:55
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=55
  text: Select a list from the dropdown menu.

- time: 01:01
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=61
  text: Ensure "All Webinar Leads" is added to the selected lists.

- time: 01:05
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=65
  text: Click the drop down arrow in the tag section

- time: 01:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=68
  text: to view available tags.

- time: 01:10
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=70
  text: In the form,

- time: 01:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=71
  text: select the suitable tag.

- time: 01:14
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=74
  text: In the form,

- time: 01:15
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=75
  text: select the "Goal: Relationships" tag.

- time: 01:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=78
  text: In the form,

- time: 01:19
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=79
  text: select the "Goal: Learning" tag.

- time: 01:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=82
  text: In the form,

- time: 01:23
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=83
  text: click on add under custom fields.

- time: 01:26
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=86
  text: In the form,

- time: 01:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=87
  text: click the save button.

- time: 01:32
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=92
  text: Let us create a single contact in SendX.

- time: 01:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=97
  text: Use this when adding a brand new contact

- time: 01:39
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=99
  text: who doesn't exist in your SendX database yet.

- time: 01:43
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=103
  text: Click on the create contact button in the navigation bar.

- time: 01:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=110
  text: Enter the first name in the first name field in the form.

- time: 01:54
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=114
  text: Enter the email address in the email field in the form.

- time: 01:59
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=119
  text: Enter the company name and the company field in the form.

- time: 02:04
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=124
  text: Select an option from the list drop down in the form.

- time: 02:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=128
  text: In the form,

- time: 02:09
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=129
  text: select "CheatSheet Leads" from the list options.

- time: 02:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=133
  text: Confirm "CheatSheet Leads" is selected in the list field.

- time: 02:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=137
  text: In the form,

- time: 02:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=138
  text: open the drop down to select from available tags.

- time: 02:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=142
  text: Choose a tag from the tag options.

- time: 02:25
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=145
  text: In the form,

- time: 02:26
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=146
  text: select the "Goal: Health" tag from the dropdown menu.

- time: 02:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=150
  text: In the form,

- time: 02:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=151
  text: click on Add next to the custom Field section.

- time: 02:36
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=156
  text: In the form,

- time: 02:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=157
  text: click on the create button to finalise the entry.

- time: 02:43
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=163
  text: We can now locate the email "test+1@test.com"

- time: 02:47
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=167
  text: in the contact section.

- time: 02:52
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=172
  text: And that's it,

- time: 02:53
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w?start_time=173
  text: you are done.

## SUMMARY

# Managing Contacts and Lists in a Form-Based Interface

This guide will walk you through the process of managing contacts and lists using a form-based interface.

## Accessing the Dashboard

- Click on the dashboard icon in the navigation bar.
- Select "Audience" from the navigation bar.
- Choose "Contacts" from the drop-down menu under "Audience".

## Editing a Contact

- Click on the three-dot menu next to a contact's name.
- Select "Edit" from the drop-down menu.
- In the form, click on the list drop-down to view available lists.
- Select "Free E-book Leads" from the drop-down list.
- Choose "All Webinar Leads" from the list options.
- Ensure "All Webinar Leads" is added to the selected lists.
- Click the drop-down arrow in the tag section to view available tags.
- In the form, select the "Goal, Others" tag.
- In the form, select the "Goal, Relationships" tag.
- In the form, select the "Goal, Learning" tag.
- In the form, click on "Add" under custom fields.
- In the form, click the "Save" button.

## Creating a New Contact

- Click on the "Create Contact" button in the navigation bar.
- Enter the first name in the first name field in the form.
- Enter the email address in the email field in the form.
- Enter the company name in the company field in the form.
- Select an option from the list drop-down in the form.
- In the form, select "Cheat Sheet Leads" from the list options.
- Confirm "Cheat Sheet Leads" is selected in the list field.
- In the form, open the drop-down to select from available tags.
- Choose "Goal, Productivity" from the tag options.
- In the form, select the "Goal, Health" tag from the drop-down menu.
- In the form, click on "Add" next to the custom field section.
- In the form, click on the "Create" button to finalize the entry.

## Locating a Contact

- In the contacts list, locate and highlight the email testplusoneattest.com.