Now it’s time for the third video in BombBomb’s Getting Started series!
Contact organization is something that can make our lives easier. But even if you’re terrible at remembering names, you can at least be organized in BombBomb. We won’t tell anyone.
This short video covers what you need to know about the Contacts tab in your BombBomb account. You’ll get an idea of how to manage and organize your contact lists for easier sending and better relationship-building.
We’ll teach you stuff about relationship scores, making and editing contact lists, adding contacts and different ways to do it, editing contact information, and the good ol’ suppression list.
Watch the video above to start making and organizing your connections.
If you'd prefer to read, here's a step by step:
Here in the Contacts tab, the first thing you'll see is a blank page. Once you add contacts, you'll see the relationship score icons. These are icons that will appear next to your contacts to show you your relationship score with that individual. The more engaged you stay with a contact, the better the relationship score.
If you'd like to add contacts, you can do so by going straight to the "All Contacts" section and adding. However, the most efficient way to add contacts to your BombBomb account would be to upload a list!
To create a list, go to the left side of the page and begin typing in a name for your list in the "New List Name" field. When finished, click "Create List" and it will then be added to your list. If you ever need to edit your list name, just click on the list and make your edits in the field at the top of the page.
To add contacts to this list, click the "Add" button to the right of the screen. You have three different options when it comes to adding contacts: adding an individual, adding many people, and uploading a .csv file.
When adding an individual, you can enter their email and which list you'd like to add them to. By default, it will choose the list you are currently in to add the contact to.
To add more detailed information about your contact, you can click "Add more details" and fill in whichever fields you'd like about the individual.
When adding many people, you can add up to 250 people at a time by pasting their email addresses into the email address field. You will need to have one email address per line to add them correctly. When it comes to many people, you will need to indicate whether their consent to receive emails from you is "express" or "implied."
For best results in adding a long list of contacts either from your personal database or another platform you may use, you can upload a .csv file from Excel. Click the "Browse" button and select the .csv file you'd like to upload.
Select which list you'd like the list to go to, select what kind of consent this list provided to you, and click "Add Contacts."
Once imported, BombBomb will pick up each column that is present in the .csv file and you can use the dropdowns to designate what each column is for based on your custom fields in your account (first name, last name, etc.). When finished, click on "Import My .csv" to upload your list.
When your list of contacts is uploaded, all of the fields you designated may not be initially visible. You can add them to your list view by clicking the "Add a Field" dropdown and selecting which fields you'd like to see.
If you'd like to edit a contact, all you have to do is click on the contact's email address. This will bring up the contact's information, and you can add or change information and click "Save Contact" to update.
In your list, you'll see a gearwheel icon. When you click on this icon, you can do several things with your list. You can copy your list if you'd like to copy your contacts to a different list, export your list if you'd like to receive an email from BombBomb with a .csv file of your list, delete your list, and view the list tools.
On the left side of your screen, you'll see a list called "Suppression List." This is a list of people that automatically populates when people unsubscribe from your emails, mark your email as spam/abuse, or if an email address is invalid and your email bounces. This list is to protect you from sending to these individuals and possibly damaging your sending reputation. Even better, the people in this list do not count against your contact limit for your subscription!