What are Client lists?
Lists allow you to save groups of client contacts. Client contacts are people who will receive content via email outside of the Gainfully platform. You can create multiple lists including people from your existing contacts.
How do I create a list?
You can create a list from the Presence page. Give each list a title and an optional description.
How do I add my contacts to Gainfully?
You can add your contacts on a one-off basis, with a CSV upload or by integrating one of your address books.
Add individual contacts by selecting Add client and entering first name, last name and email.
To upload a CSV or add contacts from an existing address book, hove over the red icon and selecting Import contacts/connections. Select ADD CLIENTS from the pop-up menu.
Next, select Generic CSV or the address book you want to use.
First name, last name and email are the only required fields for a CSV file. The remaining headers are optional. You must have headers in the CSV file or it cannot be imported.
How do I add contacts to a list?
From the All Clients section, select your Clients and choose which list to add them to.
You can also add someone as a Client by adding them directly to a List.