Adding Your Contacts
Follow these steps to add contacts to your account.
Before you add a contact
If a contact has a phone number, make sure you already have their permission to text them and that you've told them what to expect. See Opting in for Text Messages for exactly what to disclose before adding someone.
Inside your LoLo account, click on the “Contacts” tab.
You have two options for adding contacts:
Choose the "Imported Files” button to bulk add a list of contacts
- Check out our step by step guide to prepping your file and importing you contacts here.
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First, you'll prep your file for import, including adding the proper headers and filling in the contact info. If you include a zip code for each contact LoLo will match them to the closes gift area (within 30 miles). Otherwise you can include a zone name, or set the gift area after import.
- Once your file is ready, you'll follow the steps on screen to import it.
- Take it step by step with our handy guide: Prepping Your Contacts for Import
OR:
To add contacts one at a time, choose the blue button with a person and plus sign: ![]()
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You’ll manually add their name, email and/or mobile number, zip code and select their gift area
You may have a third option: CRM sync
If your enterprise partner (brokerage) had partnered with LoLo to set up a CRM sync, you may be able to add your contacts to groups or tag your contacts to automatically sync them to LoLo. Learn more about CRM integrations here.