How do I add new contacts to LoLo?

Follow these steps to add new contacts to LoLo

Inside your LoLo account, click on the “Contacts” tab.

You have two options for adding contacts:

Choose the "Import” button to bulk add a list of contacts

  • The file you import must be saved as a .CSV file format. (If you’re unsure how to format the file, you can download an “Example CSV” from our import contacts page)

  • You’ll match your columns during the import, so the order doesn’t matter in your spreadsheet.

  • Include a zip code for each contact to allow our platform to match them to the best gift area, OR include a column with the name of the gift area choice for each contact. You can edit this during import.

OR:

To add contacts one at a time, choose the blue button with a person and plus sign:

  • You’ll manually add their name, email and/or mobile number, zip code and select their gift area

Don't see the buttons described above to add or import contacts? Your company may have a CRM integration in place that allows LoLo Contact edits inside of the CRM only. To add contacts, log into your CRM and tag or group contacts there. Your CRM and LoLo accounts will sync and contacts will move over to LoLo. You'll make all contact edits inside your CRM. Reach out to your internal marketing/support team for more assistance or support@joinlolo.com for more info.