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OutboundEngine Help & Support

How to add, edit or delete contacts

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The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business.  An email address is the only information that our system requires for each of your contacts, but if you would like to keep a more detailed record for that contact you can include the following information: 

  • First and Last Name
  • Company Name
  • Birthday
  • Home Purchase Date (Real Estate clients only)
  • Phone Number(s)
  • Physical Address
  • Notes (an open field where you can keep any relevant info about this contact)

*We will do nothing with this information besides store it for you.  For more information, refer to our Terms of Use.

From your Desktop

  1. Log in at app.outboundengine.com
  2. Click Contacts in the left-hand column
  3. Click NEW CONTACT(s) at the top right
  4. Click ADD and wait for the pop-up window
    1. Enter any desired info; email address is required, the other fields are optional
    2. Click either Save & Close or Save & Add Another
  5. Click DONE at the top right to return to the full list of contacts

From your Mobile Device

  1. Open the OutboundEngine app
  2. Tap CONTACTS at the bottom right
  3. Tap Add + at the top right
  4. Tap either ADD CONTACT MANUALLY or BUSINESS CARD IMPORT
    • ADD CONTACT MANUALLY
      • Enter all relevant information for the new contact (email address is the only required field)

      • Tap DONE at the top right to save your new contact

    • BUSINESS CARD IMPORT

      • If prompted, allow OutboundEngine to access your camera

      • Take a photo of the business card you would like to upload

      • If prompted, tap Use Photo

      • Verify or correct any imported information (email address is the only required field)

      • Tap DONE at the top right to save your new contact

 

Uploading Contacts in Bulk

  • upload a spreadsheet

  • import from another database

  • sync with another database 

  • email your new contacts to Customer Success
    • *If you are emailing your new contacts to success@outboundengine.com, please allow at least one business day for Customer Success to process your request.

 

 

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