CRM Tools

Creating a new contact

You can either create new contacts manually, or set up registration forms that allow site visitors to create an account on your ShoutCMS website. To create a new contact manually, you'll need to navigate to the Contacts area of ShoutCMS, and use the Create button.

Contact information

When you create a new contact, you'll be prompted to fill out some fields about the information you have on hand for this individual. You can always return to a contact if you're missing any information, and you can modify a contact at any point.

Here are some common areas you'll want to fill out if possible:

1. Name
2. Email
3. Phone number
4. Which group(s)
5. Which identifier(s)

More information regarding groups and identifiers are located further down on this page.

Appending files

If you have any relevant files or documents you've created for a contact, you can append them to the contact's profile in ShoutCMS. Documents you've generated within ShoutCMS will also appear under the contact's profile.

Username and password

When creating a new contact, you'll be required to provide them with a username and password. You can use the accompanying buttons to send a welcome email to the contact with their account credentials if needed.

Managing groups & identifiers

To organize and manage your contact list, you'll want to use groups and identifiers, which are tags appended to contacts. Throughout ShoutCMS, you can target specific groups and identifiers, making it create unique experiences for your contacts.

Groups

These are categories for your contacts, and can have identifiers appended to them. Below are some common examples of contact groups in ShoutCMS:

1. Customers
2. Staff
3. Donators
4. Administrators
5. Leads

Identifiers

These are additional tags that can be added onto a contact, and offer you added customization with how you organize your contacts. As an example, if you had a contact group called 'Staff', below are some identifiers you might want to be using:

1. Intern
2. Manager
3. Employee (full-time)
4. Employee (part-time)

Importing contacts

You'll likely have a contact list before setting up your ShoutCMS platform, which you can quickly import into ShoutCMS. To import your contacts, navigate to the Contacts area, and use the Create button to begin the import process.

Follow the instructions provided to you, and make sure your contact spreadsheet is organized properly.

If your spreadsheet is filled out properly, you should now see a full list of your newly imported contacts.

1. Import thousands of contacts quickly
2. Update contacts by reimporting them
3. Bulk organize your contacts in ShoutCMS

You can reimport the same list if you need to make bulk changes to the contacts in your ShoutCMS platform.