Our recommended first step when setting up your Talkbase workspace, add contacts to your Community CRM by setting up an integration, importing new contacts, or manually adding them.
Whether you are just starting your community and have few members to add or your community is thriving with thousands of members, a CRM is important as a virtual Rolodex.
Importing multiple contacts
If you are starting with Talkbase, please note that we would be happy to help you import your existing contacts. Just reach out to us at hi@talkbase.io and we would love to assist you.
You can upload a .csv file to import your contacts if you prefer a more self-service approach. If you have no existing contacts, click on the "Import contacts" under the downward arrow next to Create contact.
To ensure data consistency during the import process, there is a template .csv file provided that you can use to enter your data. Once you've created your file, click on the "Start with uploading" button and upload your file.
To add individual contacts:
- Click on the "Create contact" button if you have no existing contacts.
- Enter the contact's first name, last name, and email address.
- Click "Create contact".
- You will then be directed to their contact page, which provides all of the default attributes and any custom attributes you've created for the workspace.
For more information on the contact's page and details, please visit this help article.
👋 If you need additional support, be sure to check out the Talkbase Friends Community where you can connect with fellow peers for help. Or, reach out to us at support@talkbase.io.
📍For future features and releases, keep an eye out on our Roadmap.