Creating New Contacts

Create New Contacts through Automatic Processes or Manual Creation

Written by Narware

Updated 1 year ago

How to Create a New Contact within Narware

In the Narware application contacts are most commonly created by Smart Links (Ideal) or Registrations(Common). Users can additionally create them one by one through a manual process or request to have a list uploaded.

Automatically Creating Contacts in Narware through System Processes

Narware processes can created contacts in Narware by Webinar Registrations, or the use of a Smart Link.

Creation of a Contact by Registration (Common)

Proceeding the connection of a Webinar Account or multiple Webinar Accounts, Narware will automatically get from the connected Webinar accounts any registrations of Webinars not yet completed prior to the connection. As a result a New Contact record will be created in Narware with the Email and possibly Name and Phone if provided only if the Contact does not already exist in Narware.

• If the contact already exist in Narware the registration record will be associated with the already existing Contact.

• If the email does not exist in Narware but does exist in the connected CRM, Narware will create a new contact record with the CRM available information including Name, Phone, Country and CRM ID.

Creation of a Contact by Smart Link (Ideal)

A Smart Link is a valued feature in Narware that allows you to create a frictionless experience towards the Joining of a Webinar. This feature is the ideal way to get contacts registered and into your webinars not only for the frictionless experience for the customer but for a more valuable view into the complete experience of the customer from the moment they received a Smart Link to the end goal of getting that contact to attend and closing a deal.

When a contact interacts with a Smart Link and they do not already exist in Narware a new record will be created. Upon creation Narware will first check the CRM for a matching email and get the related information if available. If there is no contact with matching information Narware will create a "New Contact" record.

!Important! : If the Smart Link does not result in a Registration and the contact is a "New Contact" the created record will not sync to the connected CRM until the related email results in a registration.

Note: If the Smart Link includes a Name or Phone in the URL selected Narware will create a record including this information but will not write over already existing information.

Manual Creation

A new contact can be created in Narware by a User by selecting Contacts in the left navigation and then Selecting "Add Contact"

A list of contacts can be uploaded to Narware through a manual process. Currently this request must be made to our support team by sending a list of contacts you wish to upload as a .csv file. Please include in the .csv file the columns labeled: Contact Name, Contact Email, Contact Phone.

Note : A contact created in Narware through a manual process will not be synced to any connected integrations until a registration is created for a Webinar for the related email.

This document has been created to provide support and guidance for any inquiries or concerns regarding Narware Technology Services. If you require additional assistance or have noticed any inaccuracies or omissions, please do not hesitate to contact our support team.

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