In IZEA® Flex, you can create contacts and companies. Examples of contacts and companies include users or companies that you have worked with or that you are planning to work with in the future.
Creating Contact Records
You can create contact records from multiple places within the platform. The Contacts module, however, is the main location for all of your contacts and records.
- To create a contact from the Contacts module, select Contacts > Contacts.
- From here, select Add Contact. You will be able to enter in all of the properties for your contact.
Basic Information
The basic information for your contact record includes the contact type, name, nickname, pronouns, contact status, job title and company.
Please note: You are only required to include the Contact Type and First Name for your contact.
Contact
The contact section allows you to include all of the contact information for that specific user. Email, phone number, address and instant message can all be added here.
- To select which contact type you would like to add, click on the first Email option and then select the contact type.
Social Handles
In the social handles section, adding your contact's social handles will allow you to easily locate their social channels for use in your campaigns.
- To add your contact's social handles, select Select Platform.
- Choose the social platform and then copy and paste the URL in the box provided.
Associations
You can add associations to the contacts you create. You can associate your contacts with campaigns, content, tracking links, etc. These associations help keep your contacts organized and allow you to pull valuable information for your campaigns.
- To associate your contacts, select the dropdown > association type.
- After selecting your association type, click the Add Association box to populate your existing items.
- At this point, you can choose one of your existing items or create a new one.
Managing Contact Records
Within the Contacts module, you can add your contacts to a customized list and view valuable insights for your contact records.
Adding Contacts to a List
Lists allow you to easily locate and download groups of contacts. Lists can be customized based on any criteria.
- To create a list, select the contacts you want added by clicking the check box next to their name.
- If you would like to select all of your contacts, select the Select All option next to + Add Contact.
- Once you have selected your contacts, the Select All option will turn into an Actions button. Select Add to List.
- If you have not yet created your list, click into the box provided and select Create New List.
- After your list has been created, choose the list that you would like to add your contact to and select Add To List.
Creating Company Records
You can create company records from multiple places within the platform. The Contacts module, however, is the main location for all of your contacts and records.
- To create a company record from the Companies tab, select Contacts > Companies.
- From here, select Add Company. You will be able to enter in all of the properties for your company.
Company Information
The company information for your company record includes the company name, industry, website and company description.
Please note: You are only required to include the Company Name for your company.
Contact
The contact section allows you to include all of the contact information for that specific company. Email, phone number, address and instant message can all be added here.
- To select which contact type you would like to add, click on the first Email option and then select the contact type.
Social Handles
In the social handles section, adding the company’s social handles will allow you to easily locate their social channels.
- To add the company's social handles, select Select Platform.
- Choose the social platform and then copy and paste the URL in the box provided.
Associations
You can add associations to the contacts you create. You can associate your contacts with campaigns, content, tracking links, etc. These associations help keep your contacts organized and allow you to pull valuable information for your campaigns.
- To associate your contacts, select the dropdown > association type.
- After selecting your association type, click the Add Association box to populate your existing items.
- At this point, you can choose one of your existing items or create a new one.