Add A Contact

Overview

Adding a Contact to Kindful can be done in only a few steps when adding manually. Contacts. can be created and updated by our integrations such as Stripe, Mailchimp, Classy, and others.

Linked Articles:

Contact Profiles

- Contacts FAQ

- Using the Contact Duplicates Tool

- Merge Contact Duplicates


Creating A Contact Manually

You can use the + Add New button to create a new contact. When using this, you can set all fields on a contact record, including any custom field you have setup. 

Begin by identifying if the contact is a Person or an Organization. This determination will control which fields are available for entry.

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Additionally, you can create a new contact using the Transaction Batch tool. This process is meant to be quick, so there are fewer fields to fill out (e.g. extended contact fields, custom fields, etc.). You can update the contact after entering the assigned transaction(s).

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Other Ways A Contact Can Enter Kindful

Integration

A connected integration such as Mailchimp or Classy can create new contact records in your Kindful account.

API

Using a custom developed app to automate data in from an outside source can create new contact records in your Kindful account.

Import

Using either the self Import Tool or having our Services team perform a custom import can create new contact records in your Kindful account. 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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