How To Create Contacts For A Report

In the contacts page you can create a single contact or group. You may also use this page to edit a contacts’ details. Follow the steps below to create a contact:

1. Click on the Contacts Page.

2. Select the Single Contacts option or Contacts Group.

3. For single contacts, click the Create Contact button. A box will appear where you choose if you’re creating a single contact or contact group. Choose Single Contact.

4. Fill in the Contact Information – first name, last Name, and email address. 

5. Click Create Contact to save.

6. Select the Contacts Group option. Enter the group name in the box provided and tap Create Group. Click the group name and use the Add Members button to add new contacts to a group.

You can choose contacts from the ones you already created and add them to a group. When you send a report to a group, each member will receive customized emails.