Contactually

How to add contacts to a program

Last Updated: Jan 06, 2017 02:22PM EST

How to add contacts to a program

Option 1: Via the program's Contacts tab

Go to the Programs tab and click the name of the program you want to add contacts to. Click the small Contacts tab underneath the program's name. Click "Add contacts +."




Option 2: By attaching a bucket when creating or editing the program

When adding a new program or editing an existing program, you can attach a bucket under Triggers. Click "+ Add bucket" and select the bucket(s) you want to attach. Any contacts you add to that bucket from this point on will be automatically enrolled in the program. 
Contacts already in the bucket will not be automatically enrolled in the program. If you want to add them to the program, you can do so via either Option 1 or Option 5.




Option 3: Via the Buckets tab

You can also attach a program to a bucket via the Buckets tab. Select the bucket you want to attach the program to and click the small Integrations & Programs tab. Scroll down and find the Program header on that page. Select the program you want to attach to the bucket.

Any contacts you add to that bucket from this point on will be automatically enrolled in the program. 
Contacts already in the bucket will not be automatically enrolled in the program. If you want to add them to the program, you can do so via either Option 1 or Option 5.





Option 4: On the contact record

You can enroll individual contacts into programs from their profile pages. Click "Add to Program" at the bottom right of the contact record. Select the program you want to enroll the contact in. Click Save. If a contact is already enrolled in a program, that program will appear instead of "Add to Program." As a contact can only be enrolled in one program at a time, you'll need to click the X to the right of the program details on the contact record so that the contact is removed from that program and can be enrolled in another program.


 

Option 5: Via the Contacts tab

You can add a single or multiple contacts to a program through the Contacts tab. Search or filter for the contacts you want to add and then tick the checkboxes next to their names. A menu bar of options will appear at the bottom of the screen. Click "More..." and then Programs. Tick the checkbox of the program you want to add contacts to. Click Save. See here for a more detailed overview.

 

Related articles

How to create a program

Mass add contacts to a program
How to delete a program
How to remove contacts from a program
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