Create contacts

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Create contacts with the ActiveCampaign Chrome extension

The ActiveCampaign Chrome extension allows users to efficiently add new contacts to their ActiveCampaign account directly from their Gmail inbox or anywhere within the Chrome browser. This feature is significant as it enhances user productivity by facilitating quick and easy contact management without needing to log into the ActiveCampaign dashboard. The ability to create contacts directly from emails allows for a streamlined workflow for sales and marketing professionals who frequently engage with clients and leads via email.

How to access this feature

To use the ActiveCampaign Chrome extension for creating contacts, you need to ensure it is installed in your Chrome browser. Once installed, you can access it from your Gmail inbox or through the browser bar by clicking on the ActiveCampaign logo. Contacts can be added individually, and while Lite plan users have limited functionality, users on the Starter, Plus, Pro, and Enterprise plans can fully utilize this feature.

Step-by-step instructions

Here’s a detailed guide on how to create a contact using the ActiveCampaign Chrome extension, both from your Gmail account and from the browser bar:

Create a contact from your Gmail account

1. Open your Gmail inbox. 2. Locate any email between you and the contact you wish to add and open it. The ActiveCampaign Chrome extension will load on the right side panel. 3. Click the Add Contact button. The side panel will reload with new options. 4. Provide high-level contact information:

  - Click on the fields to input the contact's name and phone number.
  - If applicable, add an Account to the contact's profile by selecting it from the Account dropdown (available for Plus, Professional, and Enterprise plans).

5. Add tags to the contact:

  - Click on the Tags view to search for and select an existing tag or create a new tag.
  - As you type in the search bar, suggested tags will appear for your selection. To create a new tag, click the Create button.

6. Enter custom contact field values listed in the Fields view:

  - Update field values by clicking the field and typing or selecting the desired value. Click outside the field to save.
  - If necessary information is not available, it can be added later.

Create a contact from the browser bar

1. Click the ActiveCampaign logo in your browser bar. 2. A modal window will open. Click on the + button located in the header of this window. 3. Select Add a contact from the dropdown options. 4. Complete the required fields in the contact form, which are marked with a red asterisk. 5. Fill out any additional fields if available. If not, adjustments can be made later. 6. When finished, click the Add Contact button at the bottom of the form. The new contact will be successfully added to your ActiveCampaign account.

Configuration options and settings

When creating contacts via the ActiveCampaign Chrome extension, several configuration options are available for you to tailor contact management to your needs:

- Account: Available for Plus, Professional, and Enterprise plans, allowing you to associate contacts with specific accounts. - Tags: Essential for organizing and segmenting contacts effectively. You can select existing tags or create new ones as needed. - Custom contact fields: Use this feature to capture additional information specific to your contact management needs.

Best practices and tips

- Always ensure that you have the most relevant contact information before capturing a new entry. This helps keep your contacts clean and organized. - Utilize tags effectively to categorize contacts based on their status, interests, or other relevant criteria which will facilitate easier filtering and segmentation later. - Consider adding contacts immediately after conversations occur, such as after a discovery call or important email exchange, to maintain accuracy. - Check for duplicate entries regularly to avoid redundancy in your contact list.

Troubleshooting

If you encounter issues while using the ActiveCampaign Chrome extension to create contacts, consider the following solutions:

- Ensure that the extension is properly installed and updated to the latest version. - If you experience loading issues, try reloading your Gmail inbox or refreshing the browser window. - Double-check that you're logged into the correct ActiveCampaign account. - For comprehensive troubleshooting, consult the ActiveCampaign support documentation or reach out to support.

FAQ

1. Can I create multiple contacts at once using the Chrome extension? No, the ActiveCampaign Chrome extension allows you to add only one contact at a time.

2. Is this feature available on the Lite plan? Lite plan users can only view contacts and experience limited functionality for adding new contacts.

3. What information do I need to provide when creating a contact? You must provide at least the contact's name and any other optional details as desired, such as phone numbers, tags, and custom fields.

4. Can I edit a contact's information after creating them? Yes, you can edit contact information at any time by accessing the contact within your ActiveCampaign account.

5. How do I associate a contact with an account? This option is available for users on the Plus, Professional, and Enterprise plans. You can select the appropriate account from the Account dropdown when adding the contact.

6. Where can I find more resources for using the Chrome extension? Refer to the article Getting Started with the ActiveCampaign for Chrome extension for additional resources and tips.

7. What should I do if the extension is not working correctly? Try reinstalling the extension, clearing your browser cache, and ensuring you are logged in to your correct ActiveCampaign account. If issues persist, consult the ActiveCampaign support team.

By following this guide on how to create contacts with the ActiveCampaign Chrome extension, users can effectively manage their contact lists directly from their email communications, leading to enhanced productivity and streamlined workflows. ```