Add and manage contacts in the Constant Contact mobile app

Add a new contact, edit existing contact information, or delete a contact

• Access contacts
• Add a single contact
• Add contacts from your device
• Scan a contact
• Import from a file
• Search, sort, and filter contacts
• Manage contacts on tablets
• Edit a contact's details
• Delete a contact

Access contacts

On Android, complete the following steps

Complete the following steps to access contact details:

1. Tap the Menu icon.
   
   
   
   
2.  Select Contacts. 
   
   
   
   
3. Tap the + plus icon in the bottom-right corner of the screen.
   
   
   
   
4. Choose how you'd like to add your contact:
   • Add contact - Manually add a single contact to your account.
   • Add device contacts - Import multiple contacts that are stored on your mobile device.
   • Scan a contact - Add a contact to your account by taking a photo of a business card or other physical material with the contact's email address on it. 
     
     

On iOS, complete the following steps

Complete the following steps to access contact details:

1. Tap the Add contact button on the home screen. 
   
    
   
   
2. Choose how you'd like to add your contact:
   • Create contact - Manually add a single contact to your account.
   • Import from device - Import multiple contacts that are stored on your mobile device.
   • Scan from a photo - Add a contact to your account by taking a photo of a business card or other physical material with the contact's email address on it.
   • Import from a file (.csv, .vcf, .xlsx) - Import contact(s) using a spreadsheet file that has been saved to your phone's files. 
     
      

Add a single contact

On Android, complete the following steps

Complete the following steps to add a single contact in the mobile application:

1. Tap Add Contact. 
   
    
   
   
2. Fill out the new contact details:
   • Enter an email address for your contact.
   • Tap to confirm that you have permission to send the contact email.
   • Select the email list(s) you'd like to add the contact to.
   • Optionally, enter your contact's first and last name, job title, company, phone number(s), and physical address(es).
     
     
3. Tap Save in the top right corner. 
   
    

On iOS, complete the following steps

Complete the following steps to add a single contact in the mobile application:

1. Tap Create Contact on iOS.
   
    
   
   
2. Fill out the new contact details:
   • Enter an email address for your contact.
   • Confirm that you have permission to send the contact email.
   • Select the email list(s) you'd like to add the contact to.
   • Optionally, enter your contact's first and last name, job title, company, phone number(s), and physical address(es).
     
     
3. Tap the checkmark in the top right corner.
   
    

Add contacts from your device

On Android, complete the following steps

Complete the following steps to import your phone contacts:

1. Tap Add device contacts.  
   
   Note: You'll need to grant Constant Contact permission to access your phone's contacts first. If you have previously declined permissions, you'll need to go to your phone's settings to manage them. 
   
    
   
   
2. Deselect any contacts you don't want to import from your device.
3. Tap Next. 
   
    
   
   
4. Check the box to confirm that you have permission to email these contacts.
5. Choose the email lists you want to add the contacts to. 
   
   Note: To create a new list, tap + Create list. Enter a name for your list and tap Create.
   
   
6. Tap Done.  
   
    

On iOS, complete the following steps

Complete the following steps to import your phone contacts:

1. Tap import from device. 
   
   
   
   
2. Allow your iPhone to share contacts with Constant Contact. Tap Select Contacts to select specific contacts or Share All Contacts to allow all of your contacts to be shared. 
   
    
   
   
3. Once iPhone has been given permission to share your contacts, tap Allow Selected Contacts to return to the Constant Contact app for importing. 
   
    
   
   
4. Deselect any contacts you don't want to import from your device.
   
   Note: If you choose to select specific contacts for iPhone to share, you will see an notice that Some of your contacts aren't showing. You can always allow iPhone to share additional contacts with Constant Contact in the future.
   
   
5. Tap Next. 
   
    
    
6. Select the type of email permission you have received from these contacts.
7. Choose the email lists you want to add the contacts to. 
   
   Note: To create a new list, tap + Create list. Enter a name for your list and tap Create.
   
   
8. Tap the checkmark in the top right corner to save the contacts.
   
    
    

Scan a contact

On Android, complete the following steps

Complete the following steps to scan a physical item (such as a business card or flyer) and import a contact's information:

1. Tap Scan a contact.
   
    
   
   Note: Only the email address will be scanned into the contact info. If you haven't done so before, you'll need to grant Constant Contact access to the camera app to complete the scan. 
   
   
2. Place the card on a flat surface so that the text is horizontal, and center the viewfinder window over the card. Focus the image by tapping on your screen, and then tap the shutter button to take the image. 
   
    
   
   
3. Fill out any additional details that were not pre-filled from the scan:
   • Tap to confirm that you have permission to send the contact email.
   • Select the email list(s) you'd like to add the contact to. 
   • Optionally, enter your contact's first and last name, job title, company, phone number(s), and physical address(es).
     
     
4. Tap Save.
   
    
    

On iOS, complete the following steps

Complete the following steps to scan a physical item (such as a business card or flyer) and import a contact's information:

1. Tap Scan from a photo. 
   
   
   
   
2. Choose to select a photo saved on your phone, or tap Camera to take a photo. 
   
    
   
   
3. If scanning with the Camera, place the card on a flat surface so that the text is horizontal, and center the viewfinder window over the card. Focus the image by tapping on your screen, and then tap the shutter button to take the image.
   
    
    
4. If you're satisfied with the photo, and all of the necessary contact information was succesfully detected, tap Add More to take additional photos or tap Continue to proceed to upload the contact.   
   
    
   
   
5. Fill out any additional details that were not pre-filled from the scan:
   • Tap to confirm that you have permission to send the contact email.
   • Select the email list(s) you'd like to add the contact to. 
   • Tap any contacts that Need Review to review the imported data and confirm it.
     
     
      
6.  Optionally, in the review, enter your contacts' first and last name(s), job title(s), companies, phone number(s), and physical address(es).
7. Tap the checkmark in the top corner to save the contact details. 
   
    
   
   
8. Tap Save. 
   
    

Import from a file

You can import contacts from a .csv, .vcf, or .xlsx file that has been saved to your phone. 

Note: This option is only available on iOS at this time. 

On iOS, complete the following steps

1. Tap Import from a file (csv, .vcf, .xlsx).  
   
   
   
   
2. Search through your files and select the .csv, .vcf, or .xlsx document to import from. 
   
    
   
   
3. Map your file's column fields to Constant Contact fields. 
   
   Note: We try to detect the associated field, however, if you need to make changes, update the mapped field by using the dropdown menu. 
   
    
   
   
4. Scroll down and select the list to import to. 
5. Tap the checkmark in the top right corner to save your imported contacts to the selected list. 
   
    

Search, sort, and filter contacts

On Android, complete the following steps

1. Tap Contacts from the navigation menu. 
   
    
   
   
2. Switch from the Lists tab to the Contacts tab.
3. Tap the Search icon to display the sorting and filter options. 
   
    
   
   
4. Search, Sort or filter your contacts to locate your desired contact.
5. Once you've filtered or searched for your contact, tap on a contact to view their details.
   
    
   
   

On iOS, complete the following steps

From the Contacts section, you can search through and filter your contacts.

1. Tap Contacts. 
2. Select All Contacts or choose a specific List. 
   
    
   
   
3. Search, Sort or filter your contacts to locate your desired contact. 
4. Once you've filtered or searched for your contact, tap on a contact to view their details.
   
    

Sort contacts

On Android and on iOS, you can use the Sort button to expand various available sort options, changing how your content is displayed: 

• Ascending/Descending order arrow - Choose to display the newest created contact first or the oldest created contact first. 
• Contact field - Choose to prominently display the Email, First name, Last name, Company name, or the Date added fields. 
• Contact subscription status - Choose to display contacts regardless of subscription status, only subscribed contacts, only subscribed and confirmed contacts, only awaiting confirmation contacts, only temporary hold contacts, no permission set contacts, or unsubscribed contacts. 
• List status - Choose to display contacts regardless of list statuses, contacts that are on a list, or contacts that are not on any lists.
  
  
  
  

Search contacts

On Android and on iOS, you can use the search button to switch from creating new contacts to searching existing contacts.

Filter contacts

On Android and on iOS, the Filter button lets you switch from searching by the contact's Name or email (default), to searching by:

• Email domain
• Job title
• Company name
• City
• State/Province
• Zip/Postal Code

The filter button can only be seen after tapping the search button. Filtering affects the results of the details entered in the search bar.

Manage contacts on tablets

On tablet devices, tap the Add contact button on the home screen and choose your preferred method to add a new contact, or tap Contacts in the navigation menu at the top of the screen.

From the Contacts tab, the side-by-side layout optimizes the available screen space to make managing your contacts easier. Easily view or navigate through your Lists on the left while also managing your Contacts on the right.  

To create new contacts, choose how you'd like to add your contact:

• • Manually add a single contact to your account.
  • Import multiple contacts that are stored on your mobile device.
  • Add a contact to your account by taking a photo of a business card or other physical material with the contact's email address on it.

Tap the     Search icon to switch from adding contacts to the search field.  

Use the Sort button to expand various available sort options, changing how your content is displayed: 

• Ascending/Descending order arrow - Choose to display the newest created contact first or the oldest created contact first. 
• Contact field - Choose to prominently display the Email, First name, Last name, Company name, or the Date added fields. 
• Contact subscription status - Choose to display contacts regardless of subscription status, only subscribed contacts, only subscribed and confirmed contacts, only awaiting confirmation contacts, only temporary hold contacts, no permission set contacts, or unsubscribed contacts. 
• List status - Choose to display contacts regardless of list statuses, contacts that are on a list, or contacts that are not on any lists. 

The Filter button lets you switch from searching by the contact's Name or email (default), to searching by: 

• Email domain
• Job title
• Company name
• City
• State/Province
• Zip/Postal code

This affects the results of the details entered in the search bar. 

Edit a contact's details

1. While viewing a contact's details, tap Edit.
   
    
    
2. Tap to add or remove an email list.
3. Update the contact's email address, first name, last name, job title, company, phone number, or physical address.
4. Tap Save when you're finished.
   
     

Delete a contact

When you delete contacts from your account, the action can't be undone; however, the contacts can rejoin your list at any time through a sign-up form.

Important: You worked hard to create a list of contacts who gave you permission to send email or SMS messages. With a little TLC, you can earn their attention back, so before you delete your disengaged contacts, check out ways to reengage them!

1. While viewing a contact's details, tap Edit.
2. Scroll to the bottom and tap Delete contact.
   
    
    
3. Tap Delete to confirm the removal.
   
    

Information that's retained:

• The email status of the contact (can be exported)
• Contact information and custom fields (can be exported)
• Notes within the contact record (can be exported)
• Open and tap reporting information within your email reporting (can be exported)

Information that's lost:

• List assignments (can be exported)
• Tag assignments (can be exported)
• Insights for the past 30 days within the contact record (export unavailable, but can be saved by taking a screenshot)
• Activity within the contact record (export unavailable, but it can be saved by taking a screenshot)

Questions?