Family Support Guide » Contacts
Contacts
Build a contact list inside the portal to reach out via email to promote the program.
Overview
Use the database to add contacts for referral sources or other influencers that can recommend your family support program.
Key Features
The family support portal can have an unlimited number of contacts to outreach via email.
Custom Database
Add fields to the "user" database to keep track of individuals that become contacts for email outreach.
Contact Catalog
Your portal has a site segment called "Contact Catalog". Add a contact to the catalog for email outreach.
Reports
Access the user administrative report to download the data from your contact catalog to an Excel or .csv file.
Setup Contacts
Setup the user database to hold information on contacts and add them to the "Contacts Catalog".
Setup the Database
Navigate to Users
Find "Users" then click "Setup".
Add Sections
Add sections to the database to hold custom fields such as organization, title, role, etc. about the contact.
Add Fields
Once the sections are set up, add fields to hold data on your contact. Fields can be text, lookup, select, text area, email, number, etc.
Add Contacts
Navigate to Users
Find "Users" then click "Setup".
Click to "Add New"
Select the "Add New" button, then "Contact"
Enter Information
Add the contact's information making sure to add their name and email as required fields.
Contact Catalog
Select "Contact Catalog" in the catalog tab.
