Contactually

iPhone app

Last Updated: Jun 27, 2017 10:46AM EDT
You can download the iPhone app here.
 
 
  • View, edit, and add contacts
  • Sync contacts from your phone to Contactually
  • Complete Follow-Ups by email, sms text, or with a phone call
  • Use Templates for email or text Follow-Ups
  • Receive Email Open Notifications
  • Bucket contacts
  • See, create, and edit Tasks
    
Login screen

You have two options to sign in to your Contactually account: You can either use your Gmail (use your Gmail password) or Contactually account (use the same login email and password you use via the web app) to log in.




Signing in using your Gmail account will open your Safari app. After signing in to your Gmail account, you'll be taken back to your Contactually app and see your Dashboard. 



Dashboard
 
The Dashboard on the iOS app works similarly to the Dashboard on the web app. The primary purpose is to allow you to easily complete Follow-Ups and Tasks and log Interactions while on the go.
 
When you open your Dashboard, you'll see all your Follow-Ups and Tasks for that day.





The 'swipe right' gesture on a Task marks that task as complete. Tasks can also be marked as completed by ticking the checkbox on the Task.

The 'swipe left' gesture on a Task allows you to edit the Task. You can adjust the Task details, its due date, and the contact to whom it's assigned.

 
Follow-Ups

You can send an email, send a text message, or make a phone call. All three options automatically log on the contact record and reset the reminder period for the contact.

Tapping and holding either the email or text message icon allows you to use a Template when sending a message. Bolded and colored text automatically convert to plain text.

 

 

Tapping Preview Message opens up the message and allows you to make edits before sending. Contactually will automatically populate any contact fields you have in the Template, such as first name, before sending the message. ​Be sure to double check your Template for bracketed items indicating you need to manually personalize the message (for example, "Are you free on [DAY] to meet up?"). Replace the bracketed items with the appropriate details before you send your message.

The ​'left swipe' gesture on a Follow-Up allows you to snooze the Follow-Up for one day, seven days, 14 days, 30 days, or until a specific date.




 
The 'right swipe' gesture on a Follow-Up allows you to manually log an Interaction with that contact. You can log the type of interaction you had, when the interaction occurred, and any notes about that interaction.




 
Other Follow-Up options

The small gray + icon at the top right of each Dashboard Follow-Up allows you to set a future Task or log a Note or Interaction for the contact.

 
Contacts

You can easily add and search for your contacts in the Contacts section of the app.





 
Adding a contact

Tapping Add at the top right of the Contacts section allows you to create a new contact.
The only information you don't have the ability to enter via the mobile app are Notes and Tag(s). You also won't be able to enter information in any custom fields you created in the web app. When first adding a new a contact, you won't be able to add it into a specific Bucket, but after the contact has been added, you can search for it in the app and tap Unbucketed to add it to a Bucket.




 
Contact record

At the top of the contact record are three options for messaging that specific contact: Email, text message, and phone call. All three options will appear unless you don't have that specific type of contact information for that contact (for example, the phone option will not appear if you don't have the contact's phone number).

There are four tabs on the contact record.

Under the Information tab you'll find the same general information you have on the contact record in the web app.
  • Tapping the contact's physical address opens your iPhone's default map application and locates the address.
     
  • Tapping the contact's email address allows you to send the contact an email. Tapping and holding the email address allows you to use a Template when sending a message. Contactually will automatically populate any contact fields you have in the Template, such as first name, before sending the message. Be sure to double check your Template for bracketed items indicating you need to manually personalize the message (for example, "Are you free on [DAY] to meet up?"). Replace the bracketed items with the appropriate details before you send your message. Bolded and colored text automatically convert to plain text.
     
  • Tapping the text message icon allows you to send an SMS text to the contact. Identical to tapping and holding the contact's email address, tapping and holding the text message icon allows you to use a Template when sending a message.
     
  • Tapping the contact's phone numbeallows you to call the contact.
     
  • Tapping Unbucketed or Edit Buckets allows you to add and remove the contact from Buckets.
     



 
Under the Activity tab you'll find the full log of all Follow-Ups and Interactions you've had with that contact.
 

 

 
Under the Notes tab you'll find all the Notes you've logged for that contact.




 
Under the Tasks tab you'll find all your completed Tasks for that contact as well as future Tasks you have scheduled for that contact.



 
 
Quick Add

The orange + icon is a quick and easy way to add new contacts, create Tasks, add Notes, or log Interactions.

 
Tapping Contact allows you to add a new contact.
 
Tapping Task allows you to create a Task for any of your contacts. If you're already on a contact's record, selecting this option will automatically set the Task for that contact.
 
Tapping Note allows you to add a Note to one of your contact records. If you're already on a contact's record, selecting this option will automatically set the Note for that contact.
 
Tapping Interaction allows you to log an in-person meeting, phone call, text message, email, or other interaction that hasn't automatically logged. If you're already on a contact's record, selecting this option will automatically log the Interaction for that contact.
 




Buckets

Tapping the Buckets section brings up a list of all your Buckets. You can tap a Bucket to see all its contacts. You can also add a new Bucket.




 
Adding a Bucket

Tap Add at the topright of the Buckets section to create a new Bucket. Name the Bucket, describe its purpose, and set the Follow-Up Reminder interval.
 



 
Searching for contacts in a Bucket

Tapping a Bucket brings up a list of all the contacts in that Bucket. You can use the search bar at the top of the screen to search for contacts in the Bucket.

Tapping a contact opens that contact's contact record.

Editing a Bucket

Tap Edit at the top right to adjust the Bucket's name, description, and Follow-Up Reminder interval.

 



 


Contacts Sync displays the last sync status. Your contacts sync from your phone each time you open the Contactually app, but you can tap the Sync button to manually sync your device's contacts into Contactually.

Follow the below instructions to disable contact syncing.


1. Open your iPhone's Settings.
2. Locate and tap on Contactually in the list of apps.
3. Under "Allow Contactually to Access," find the toggle beside Contacts and toggle to off so that the toggle bar turns gray. Once it is grayed out, Contactually can no longer sync from your iPhone contacts.

Push Notifications gives you the option to receive push notifications from Contactually. These include Email Open Notifications.

Share Contactually takes you to the referral page so that you can share Contactually with friends and family and earn $10 at the same time.

Give us Feedback takes you to the feedback page where you can send us a message on how to improve the app.

Report a bug allows you to open a support ticket and report a problem that you've encountered with the app.

Legal displays legal information about the app.


Related articles

How do I sync my iPhone contacts to Contactually (one way)?
Troubleshooting the iOS App
How do I continuously two-way sync iPhone contacts and Contactually?
 
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