Email is used to uniquely identify each contact. When adding a new contact, email is the only required field.
New contacts are automatically added to OnVoard when they are:
- Email Recipients
- Visitors who abandoned checkout from your ecommerce store. We automatically add them as contacts so you can use checkout abandonment flow to follow-up.
- Tracked for activities. When recording contact activities, we will automatically add contact if they didn't previously exist.
Active: These are sendable contacts that will receive emails from your business. This is the default state for newly added contacts. You will be billed based on the number of active contacts.
Non-Sendable: Emails will not be delivered to non-sendable contacts. See definition for non-sendable contacts.
Suppressed: Suppressed contacts won't receive any message from you via OnVoard and will not be tracked. See definition for suppressed contacts.
There are 2 required setups to synchronize contacts data from your ecommerce store with OnVoard.
- First, you should setup flow to automatically import new contacts from your ecommerce store to OnVoard.
- Then do one-time data import to add existing contacts data from ecommerce store. This should be done after flow is setup so you won't leave out contacts that are added between the 2 setups.
Follow guides below for more import instructions.
Import New Customer Flow (Shopify): Use flow to automatically import new Shopify Customer to OnVoard.
Import New Customer Flow (BigCommerce): Use flow to automatically import new BigCommerce Customer to OnVoard.
Import New Subscriber Flow (BigCommerce): Use flow to automatically import new BigCommerce Subscriber to OnVoard.
Import New Customer Flow (EasyStore): Use flow to automatically import new EasyStore Customer to OnVoard.
Import Existing Contacts: Use one-time data import to import existing contacts data via api integrations or csv file.
See links below to learn more about working with contacts.