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Adding a new contact manually

When adding a new contact in Mautic, it's essential to enter all available information about the contact on the new Contact screen, which displays all available Contact fields. You can also populate existing Custom Fields and social network profiles using the tabs at the left side of the editing screen.

Requirements

  • Access to Mautic with permissions to manage contacts.
  • The information you have about the new contact.

Steps

  1. Navigate to the Contacts page in Mautic.
  2. Click on 'New' to add a new contact
  3. Enter the contact's information into the relevant fields
    • If the contact has social profiles, add them in the Social tab
  4. Save the contact details.
    • To use Mautic as a CRM, write any relevant notes for the contact on the details screen.

Results

  • A new contact is successfully added to the Mautic database.
  • If done correctly, the contact's information will be complete.
  • You can verify the addition by checking the contact's detail page

Note

If you're integrating with other tools, you can see connections through Plugin or API Integrations in the contact details.

Info

Remember that contacts can be merged if they are duplicates, ensuring a clean database