Contacts

Created on 11 Mar 2025

Contacts user guide

Welcome to the Contacts and List management feature, designed to streamline your communication and event planning processes. This comprehensive tool empowers you to create and manage customised contact lists, ensuring efficient email distribution and enhanced event organisation. Here's a detailed guide to help you make the most of this feature:

Creating contacts lists

1. Access the feature: Log in to your account and navigate to the Contacts section.

2. Creating a new list: Click "Add contacts" to start. Give your list a descriptive name for easy identification.

3. Adding contacts: Add contacts to your list individually or import them via CSV upload. For individual entries, provide the contact's name, and email address.

4. Creating subsets: To segment your contacts, consider naming your lists based on shared attributes like interests, locations, or affiliations.

Sending emails:

1. Composing emails: Once your contact list is ready, you can draft and send emails directly from Undiscovered. Choose a list or subset to send the email to via the promotion tab in your event.

2. Personalisation: Utilise personalisation tags to address recipients by their names and incorporate dynamic content, making your emails more engaging.

3. Preview and test: Before sending, preview your email to ensure it appears as intended. Send a test email to yourself to verify its appearance and functionality.

4. Scheduling: Decide whether to send the email immediately or schedule it for a specific date and time.

Event ticket management

1. Ticket type restrictions: Leverage your contact lists to restrict access to certain ticket types during event ticket sales. Assign specific lists to each ticket type to control who can purchase them.

2. Customised Offers: Create targeted promotions by offering discounted ticket prices to specific contact lists.

CSV import

1. Uploading contacts: To save time, import new contacts using a CSV file. Ensure your CSV file is properly formatted with columns for names, email addresses, and other relevant data.

2. Mapping fields: When importing, map the CSV columns to the corresponding fields in Undiscovered to ensure accurate data transfer.

3. Error handling: The system will notify you of any errors during the import process, helping you rectify any issues before proceeding.

Quick Add

Introducing the Quick Add to List feature, designed to simplify the process of adding individuals to your contact lists. With this tool, you can effortlessly expand your contact base by searching through your existing contacts and swiftly adding them to the desired lists. Here's a step-by-step guide to help you navigate this convenient feature:

Accessing quick add:

1. Navigation: Navigate to your list, click its name and then "Quick Add to List" section within the Contact Management interface.

Using the search feature:

1. Search bar: At the top of the "Quick Add to List" page, you'll find a search bar. This is where you can enter the name or email address of the individual you're looking to add.

2. Search query: Type in the name or email address of the person you want to add to your list. Undiscovered will display real-time results as you type.

3. Search results: The search results will include names and email addresses that match your query, based on your existing contacts.

Adding to a list:

1. Selecting Contacts: Browse through the search results and select the individuals you want to add to your list. You can select multiple contacts at once.

2. Choose a list: After selecting contacts, choose the specific contact list to which you want to add them. This ensures that your newly added contacts are categorised appropriately.

3. Confirmation: Once you've selected the contacts and the destination list, Undiscovered will provide a confirmation message. Review the selections and proceed to finalise the addition.

Best practices

• Regularly update your contact lists to ensure accuracy and relevance.
• Respect data privacy regulations by obtaining consent before adding contacts to your lists.
• Use meaningful list names for easy navigation and management.
• Test your emails on different devices and email clients to ensure a consistent appearance.

Conclusion: The Contact List Management feature provides you with a powerful tool to organise, communicate, and plan events effectively. By creating targeted lists, personalising emails, and leveraging list-based ticketing, you can enhance engagement and streamline your operations. This feature is designed to make your tasks more efficient and your communications more effective.