<commit_before>---
layout: page
weight: 70
title: Create and Manage Contacts
group: managing-contacts
navigation:
  show: true
seo:
  title: Create and Manage Contacts
  keywords:
  override: true
  description:
---

<call-out>

The content on this page describes the experience in the latest version of Marketing Campaigns. If you’re using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click [here](https://sendgrid.com/pricing).

</call-out>

<iframe src="https://player.vimeo.com/video/381663627" width="640" height="480" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe>

## Add Contacts

You can add contacts to Marketing Campaigns by uploading a CSV, manually via the UI, using a Signup Form, or by integrating with the Contacts API.

<call-out>
  
Note that automations will only trigger to contacts who are added to an entry criteria list *after* the automation is set live. Contacts who you add to a list before the automation is set live will not receive any emails in the series.

</call-out>

### Upload a CSV

A common way to add contacts is to upload a CSV and map your data to custom fields.

<call-out>

You can upload a CSV containing up to 1M contacts or 5GB of data, whichever is less.

</call-out>

1. Use [this CSV template]({{root_url}}/assets/example.csv) to make sure your CSV is formatted correctly.
1. Click **Add Contacts** and then select **Upload CSV**.
1. Choose whether to add your contacts to All Contacts, to an existing list, or to a new list you create.
1. Upload your file by dragging it into or clicking the CSV upload area and selecting a file from your computer.
1. Click **Next: Review CSV Upload**.
1. On this page, all fields are listed and you can see which fields don't have a corresponding reserved or system field.
1. For each unmapped field, select a custom field from the drop-down or to create a new custom field, click **Create New Custom Field**.
1. When you're done mapping the fields, click **Next: Add Contacts**.

Once the CSV has processed, you will receive a [notification]({{root_url}}/ui/account-and-settings/notifications/) email.

### Add Manually

You can add your contacts manually including alternate email addresses, addresses and names from the Contacts page.

1. Navigate to **Marketing** and then click **Contacts**.
1. Select **Add Contacts** and then click on **Manual Add** in the drop down menu.
1. Choose whether to add your contacts to All Contacts, to an existing list, or to a new list you create.
1. Add your contact's email, and then any other information you may have.
1. When you're done, click **Add Contacts**.

### Create a signup form

You can use [Signup Forms](https://mc.sendgrid.com/forms/signup) to capture new contacts and add them directly to Marketing Campaigns. Signup Forms can be shared using a link or embedded directly into your website, making them a great way to grow your lists by engaging customers wherever they are. You can create as many as 15 Signup Forms to capture your audience in the ways that are best suited to your business needs.

<call-out>

If you add contacts using a list that's acting as the entry criteria for a live automation, the new contacts will automatically receive any emails you’ve created as part of that automation.

</call-out>

_To create a new signup form:_

1. Navigate to Marketing and select **Signup Forms**.
2. Click **Create a Signup Form**.

![The Signup Forms page with a "Create a Signup Form" button]({{root_url}}/img/signup_form_create.png 'Create a Signup Form')

3. A page will load with configuration tabs and a preview of the form. On the **Settings** tab, add a **Form Name**.
4. You can populate the **Add contacts to** field with any of your contacts lists, including **All Contacts**.
5. Next, add a **Confirmation Message**. This field contains the text that contacts will see once they’ve submitted the form.

![The Signup Forms page with the Settings tab open]({{root_url}}/img/signup_form_settings.png 'Signup form settings')

6. Navigate to the **Build** tab to add fields to the form itself.

   - The **Build** tab allows you to label your form by setting a **Header**. You can also provide any **Intro Copy** that might help customers understand the purpose of your form.
   - The **Build** tab also provides the opportunity to add **Reserved Fields** and **Custom Fields** to your form. This means you can collect helpful information about new contacts at the time of signup. Twirl open the **Reserved Fields** and **Custom Fields** menus, and select any fields you want to include on the form. They will show in the form preview beside the **Build** tab.

![The Signup Forms page with the Build tab open. Two custom fields are selected and showing in the form preview.]({{root_url}}/img/signup_form_build.png 'Signup form build')

<call-out>

If a contact (defined by a unique email address) already exists in your contact database, any new or updated data will be reflected on that existing contact.

</call-out>

7. You can change the look of your form using the **Styles** tab. In addition to modifying fonts and colors, you can change the button styles and the width of the form.
8. Once you are happy with the form, select **Save & Apply**.

### Share Code to make your form accessible

Once your form has been created, you can share it by embedding it into your own webpages or by providing customers with a direct link to the form hosted by Twilio SendGrid. If you choose to embed your form, it will be hosted in an iframe.

_To share the code for your signup form:_

1. Navigate to the signup form you want to share or embed.
2. Click the action menu and select **Share Code**.

![The action menu (three dots) open with the "Share Code" menu item highlighted]({{root_url}}/img/signup_form_share_code_action_menu.png 'Action menu Share Code')

3. A modal will open where you can copy either the direct link to the Twilio SendGrid hosted form — titled, **Landing Page** — or the embeddable iframe code — titled, **Direct Embed**.

   - The Landing Page link can be pasted anywhere, including in an email or on a social media site.
   - The Direct Embed code can be pasted to the HTML of your website wherever you’d like the form to display.

![The signup form's share modal]({{root_url}}/img/signup_form_share_code_options.png 'Form share options')

You can also find the options to share the signup form in the form editor by clicking **Share Code** in the top-right corner of the editor.

### Manage signup forms

Using the action menu on the Signup Forms page you can edit, duplicate, or delete existing signup forms.

![]({{root_url}}/img/action-menu-signup-form.png 'Action menu for signup forms')

<call-out>

Because of the iframe technology used to create the signup form, the form dynamically updates on the page or pages where you have the form embedded anytime you edit a form and click **Save & Apply**.

</call-out>

## Manage Contacts<commit_msg>Copy edit signup forms docs<commit_after>---
layout: page
weight: 70
title: Create and Manage Contacts
group: managing-contacts
navigation:
  show: true
seo:
  title: Create and Manage Contacts
  keywords:
  override: true
  description:
---

<call-out>

The content on this page describes the experience in the latest version of Marketing Campaigns. If you’re using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click [here](https://sendgrid.com/pricing).

</call-out>

<iframe src="https://player.vimeo.com/video/381663627" width="640" height="480" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe>

## Add Contacts

You can add contacts to Marketing Campaigns by uploading a CSV, manually via the UI, using a Signup Form, or by integrating with the Contacts API.

<call-out>
  
Note that automations will only trigger to contacts who are added to an entry criteria list *after* the automation is set live. Contacts who you add to a list before the automation is set live will not receive any emails in the series.

</call-out>

### Upload a CSV

A common way to add contacts is to upload a CSV and map your data to custom fields.

<call-out>

You can upload a CSV containing up to 1M contacts or 5GB of data, whichever is less.

</call-out>

1. Use [this CSV template]({{root_url}}/assets/example.csv) to make sure your CSV is formatted correctly.
1. Click **Add Contacts** and then select **Upload CSV**.
1. Choose whether to add your contacts to All Contacts, to an existing list, or to a new list you create.
1. Upload your file by dragging it into or clicking the CSV upload area and selecting a file from your computer.
1. Click **Next: Review CSV Upload**.
1. On this page, all fields are listed and you can see which fields don't have a corresponding reserved or system field.
1. For each unmapped field, select a custom field from the drop-down or to create a new custom field, click **Create New Custom Field**.
1. When you're done mapping the fields, click **Next: Add Contacts**.

Once the CSV has processed, you will receive a [notification]({{root_url}}/ui/account-and-settings/notifications/) email.

### Add Manually

You can add your contacts manually including alternate email addresses, addresses and names from the Contacts page.

1. Navigate to **Marketing** and then click **Contacts**.
1. Select **Add Contacts** and then click on **Manual Add** in the drop down menu.
1. Choose whether to add your contacts to All Contacts, to an existing list, or to a new list you create.
1. Add your contact's email, and then any other information you may have.
1. When you're done, click **Add Contacts**.

### Create a signup form

You can use [Signup Forms](https://mc.sendgrid.com/forms/signup) to capture new contacts and add them directly to Marketing Campaigns. You can embed your forms directly into webpages using an [\<iframe\>](https://developer.mozilla.org/en-US/docs/Web/HTML/Element/iframe). Forms can also be shared using a Twilio SendGrid-hosted link, making them a great way to grow your lists by engaging customers wherever they are. You can create as many as 15 Signup Forms, allowing you to deploy lists and segment contacts in the ways that best suite your business needs.

<call-out>

If you add contacts using a list that's acting as the entry criteria for a live automation, the new contacts will automatically receive any emails you’ve created as part of that automation.

</call-out>

_To create a new signup form:_

1. Navigate to Marketing and select **Signup Forms**.
2. Click **Create a Signup Form**.

![The Signup Forms page with a "Create a Signup Form" button]({{root_url}}/img/signup_form_create.png 'Create a Signup Form')

3. A page will load with configuration tabs and a preview of the form. On the **Settings** tab, add a **Form Name**.
4. You can populate the **Add contacts to** field with any of your contacts lists, including **All Contacts**.
5. Next, add a **Confirmation Message**. This field contains the text that contacts will see once they’ve submitted the form.

![The Signup Forms page with the Settings tab open]({{root_url}}/img/signup_form_settings.png 'Signup form settings')

6. Navigate to the **Build** tab to add fields to the form itself.

   - The **Build** tab allows you to label your form by setting a **Header**. You can also add any **Intro Copy** that might help customers understand the purpose of your form.
   - The **Build** tab also provides the opportunity to add [Reserved Fields]({{root_url}}/ui/managing-contacts/custom-fields/#reserved-fields) and [Custom Fields]({{root_url}}/ui/managing-contacts/custom-fields/) to the form. This means you can collect helpful information about new contacts at the time of signup. Expand the **Reserved Fields** and **Custom Fields** menus, and select any fields you want to include — they will appear in the form preview beside the **Build** tab.

![The Signup Forms page with the Build tab open. Two custom fields are selected and showing in the form preview.]({{root_url}}/img/signup_form_build.png 'Signup form build')

<call-out>

If a contact (defined by a unique email address) already exists in your contact database, any new or updated data will be reflected on that existing contact.

</call-out>

7. You can change the look of your form using the **Styles** tab. In addition to modifying fonts and colors, you can change the button styles and the width of the form.
8. Once you are happy with the form, select **Save & Apply**.

### Share Code to make your form accessible

Once your form has been created, you can share it by embedding it into your own webpages or by providing customers with a direct link to the form. The link is hosted by Twilio SendGrid. If you choose to embed your form, it will be hosted in an `<iframe>`.

_To share the code for your signup form:_

1. Navigate to the signup form you want to share or embed.
2. Click the action menu and select **Share Code**.

![The action menu (three dots) open with the "Share Code" menu item highlighted]({{root_url}}/img/signup_form_share_code_action_menu.png 'Action menu Share Code')

3. A modal will open where you can copy either the direct link to the Twilio SendGrid-hosted form — titled, **Landing Page** — or the embeddable `<iframe>` code — titled, **Direct Embed**.

   - The Landing Page link can be pasted anywhere, including in an email or on a social media site.
   - The Direct Embed code can be pasted into the HTML of your website wherever you want to display the form.

![The signup form's share modal]({{root_url}}/img/signup_form_share_code_options.png 'Form share options')

You can also find the options to share the signup form in the form editor by clicking **Share Code** in the top right corner of the editor.

### Manage signup forms

Using the action menu on the Signup Forms page you can edit, duplicate, or delete existing signup forms.

![]({{root_url}}/img/action-menu-signup-form.png 'Action menu for signup forms')

<call-out>

Because of the `<iframe>` technology used to create the signup form, the form dynamically updates on the page or pages where you have the form embedded anytime you edit a form and click **Save & Apply**.

</call-out>

## Manage Contacts
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