<aside> 💡 Associated contacts allow you to send communications (invitations, emails, etc) to multiple people based on one contacts. This is helpful for including assistants, spouses, business partners, etc.

</aside>

Adding Associated Contacts

  1. Open the contact profile of the desired contact
  2. Press Edit
  3. Scroll down to “Associated Contact to CC”
  4. In the search box look up the contact you would like to associate
  5. Select it
  6. Press Save

Screen Recording 2024-01-29 at 3.00.06 PM.mov

Adding an Alternative Email/Contact Method Groups

  1. Open the contact profile

  2. Navigate to the Contact Method Group section

  3. Select + Add Another Group

  4. Name the group

  5. Add the to emails and any emails you would like to CC for that group

    Screen Recording 2024-02-07 at 10.11.53 AM.mov

  6. When sending a campaign a drop down will appear next to their name where you can select the contact method group you would like to send to

    Screen Recording 2024-02-07 at 10.13.52 AM.mov

FAQ