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Contacts

🫂 Groups and Contacts

Contacts is the feature that makes it easier to manage people by adding or importing contacts and organizing them into groups. Grouping contacts simplifies the process of inviting them to your sessions: with a few clicks you can add an entire group of contacts to your online gatherings.

To access Contacts, go to Home (Left sidebar) → Contacts (hover over the buttons to confirm their names).

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➕ Add a new contact

  1. Go to My Profile (upper left corner).
  2. Click on Contacts. 
  3. Click on New contact (upper right corner).
  4. Fill in the requested information: name & email address. Optional: add their company name and job title. 
  5. Click Add contact.
  6. They will appear now in the list of contacts.
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*Should you want to add a new contact to an existing group, select that group instead of All contacts. The following steps are the same.

🏗️ Edit a contact

  1. Go to Contacts. 
  2. Find the contact you would like to edit. 
  3. Click on More actions (⋮). 
  4. Select Edit contact.
  5. Make the necessary changes.
  6. Click Update contact.

⭐ Favorite contacts

  1. Find the contact you want to promote to Favorite. 
  2. Click the star ⭐ corresponding to their name.
  3. Your favorite contacts are now marked with a golden star. You’ll find them all under Favorites.

🤲 Sync contacts

Add multiple contacts at once by importing them from external sources.

There are two ways to do that:

A. Sync Google Contacts or Office 365 contacts

B. Import contacts from a .csv file

A. Sync Google Contacts or Office 365 contacts

  1. Click on Sync contacts (bottom left corner).
  2. Select Google Contacts or Office 365.
  3. Click Sync.
  4. Choose the account you want to sync contacts with.
  5. Allow permissions.
  6. A banner will inform you that the sync was successful. 
  7. The contacts will appear under All contacts.

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Note: You can sync multiple Google or Office 365 accounts.
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Note 2: You can not edit contacts and groups imported from Google or Office 365.   

Should you want to unsync accounts, select Sync contacts → Active contacts connections → Disconnect.

B. Import contacts from a .csv file

  1. Go to Contacts. 
  2. Click on All contacts.
  3. Click on More actions (⋮) (right upper corner).
  4. Click on Import contacts (.csv).
  5. When the modal opens, drag and drop your file or upload it from your computer (Browse files).
  6. Click Import.
  7. A confirmation modal appears with the total number of contacts that you imported.

🚀 Export contacts

Should you want to export contacts from Sessions, follow these steps:

  1. Select the contacts/group of contacts you want to export. 
  2. Click on More actions (⋮) (right upper corner).
  3. Click Export contacts.

❌ Delete a contact

  1. Find the contact you want to erase. 
  2. Tick the box corresponding to the contact.
  3. The option to Delete contact will appear at the top of your list of contacts.

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*Should you want to delete more contacts at once, check their boxes and click Delete. 

Note: The contacts you delete are stored in the Bin for 30 days. In case you need them again, you can go to Bin and restore said contacts.

🧱 Bulk actions

To save time, you can apply an action to multiple contacts at once. Here are the bulk actions you can complete:

  • Add to an existing group (option becomes available above the list of contacts after checking their boxes).
  • Create a group with the selected contacts in the new group (option becomes available above the list of contacts after checking their boxes).
  • Delete contacts (option becomes available above the list of contacts after checking their boxes).
  • Export contacts: click More options (Next to New contact → More options → Export all contacts).

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