Add Contacts Manually

Add Contacts Manually

Add Contacts Manually

The Contacts section allows you to manage all the respondents you want to send surveys to. You can add contacts to your account in two ways:

  • Add Contacts Manually

  • Import Contacts using a CSV file

This article explains how to add contacts manually.

How to Add Contacts Manually

Follow the steps below to manually add a contact.

Step 1: Open the Contacts Page

Navigate to Contacts from the main navigation menu.

You will see the Active Contacts page displaying your existing contacts along with details such as:

  • Name

  • Email

  • Phone Number

  • Region

  • Connection Type

  • Manager


To add a new contact:

  1. Click Add Contacts.

  2. Select Add Manually from the dropdown menu.


This will open the Add Contacts Manually panel.

Step 2: Enter Contact Details

In the Add Contacts Manually panel, enter the required information for the contact.

Available fields include:

  • Name – Enter the contact's full name (mandatory)

  • Email – Enter the contact's email address (mandatory)

  • Phone Number – Enter the contact’s phone number

  • Select Region – Choose the region (for example: Urban or Rural)

  • Select Connection Type – Choose the connection type (for example: Pre-paid or Post-paid)

  • Manager – Enter or assign the manager responsible for the contact

  • Add to current list – Select a contact list to add this contact to


You can fill in as many details as required depending on your organization’s contact properties.

Step 3: Save the Contact

Once the contact details are entered, you have two options:

  • Save & Add another – Saves the current contact and keeps the form open to add another contact.

  • Save & Exit – Saves the contact and closes the panel.

The new contact will immediately appear in the Active Contacts list.

Manage Your Contacts

Once contacts are added, you can manage them directly from the Contacts table.

Edit a Contact

Click the edit icon next to a contact to update their details.

Delete a Contact

Click the delete (trash) icon to remove a contact.

Bulk Delete Contacts

You can also delete multiple contacts by:

  1. Selecting the checkboxes next to the contacts.

  2. Clicking the delete icon from the action bar.

Additional Notes

  • Name, Email and Phone Number are mandatory fields when creating a contact.

  • Additional properties like Region, Connection Type, Manager, or other custom fields can also be added.

  • Contacts can optionally be added to a contact list for easier organization and survey distribution.

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