How to Add a Contact

Overview

Your contacts live in Contact Management, your contact list on Cohart and the audience behind your marketing emails. Adding a contact saves their details to your own contact list so you can include them in campaigns, organize them into groups, and look up their purchases later.

Who it’s for — sellers with an artist or gallery account. This guide covers both adding one contact through the Add a Contact panel and importing many at once with Bulk upload.
What each contact shows — everything you enter appears as columns on the Contacts page: name, email, phone number, date added, groups, and note; it also feeds the recipient counts when you build a campaign.
What’s required — only the email address, so you can start small and fill in the rest later.
What you end up with — your contact saved, confirmed with a “Contact created!” message, and findable through the Contacts search box.

Before you start

A Cohart artist or gallery account with access to Contact Management.
The contact’s email address — the only required field. Have the first and last name, phone number, note, and the groups you want to assign ready if you want to fill them in now (for example a newsletter group).
Existing groups, if you want to assign one. Groups must already exist to appear in Select groups; you can create one from the form with Create new group.
A quick check for duplicates. Each email address can be used only once — if the address is already in your list, search for it first instead of adding it again.
A CSV file, to import a whole list at once instead of one by one. Follow How to Bulk Upload Contacts.

Steps

Enter your email and password

2. Open Contact Management

In the left sidebar, click Contact Management. The Contacts page opens with your contact list.

Click Contact Management in the sidebar

3. Click Add contact

Click Add contact. The Add a Contact panel opens on the right.

Click Add contact

4. Fill in the name

Type the contact’s first name in FIRST NAME and last name in LAST NAME.

Fill in first and last name

5. Fill in the email and phone number

Type the contact’s email in EMAIL *. This is the only required field. Optionally type a phone number in PHONE NUMBER (the +1 country code is already selected — click the flag and +1 dropdown at the start of the field to pick another country).

Fill in email and phone number

6. Assign groups

Optional: click Select groups and check one or more groups, for example a newsletter list. The groups shown are the ones created in your account.

Select groups dropdown

7. Add a note and save

Optional: type any details in NOTE, then click Save.

Add a note and click Save

8. Confirm the contact was created

A “Contact created!” confirmation appears and the panel closes.

Contact created confirmation

9. Find the contact in your list

Use the search box (it matches name, email, phone number, or note) to look up the contact by email. The new contact appears with its name, email, phone number, date added, groups, and note.

Search for the new contact

10. Import many contacts with Bulk upload

You can also add many contacts at once: on the Contacts page, click Bulk upload. In the Bulk Upload Contacts panel, choose the CSV delimiter that matches your file (for example, Comma (,)). Click Upload CSV and select your file.

Bulk Upload Contacts panel

Tips

Only EMAIL is required. You can save a contact with just an email address and add the rest later.
Phone numbers default to +1. If your contact is outside the US (for example in the UK), click the flag and +1 dropdown in PHONE NUMBER and choose their country before saving.
Groups are account-specific. The Select groups dropdown only lists groups that already exist in your account.
Export your list. Use the Export button on the Contacts page to download your active contacts as a CSV file (it requires the Growth plan or higher).

Troubleshooting

“A contact with this email already exists.” → each contact needs a unique email address → search for the email first to check whether the contact is already in your list.
New contact doesn’t appear in the list → the list may be long → use the search box (it matches name, email, phone number, or note) to look it up by email.
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