Contacts are people or devices who can receive messages sent by your organization. This tutorial will instruct you on the simple process of manually adding a single contact record.

In this example, Tessa is a new professor who has just started working at your university and you want to add her as a contact to your organization. Keep in mind only specific roles within your organization will have permission to add, edit or remove contacts.

To get started, select "New Contact" from the Quick Launch widget on your organization's dashboard

or, navigate to the "New Contact" option from the "Contacts & Assets" menu.

From here, enter Tessa's information. Anything with an asterisk is mandatory and must be filled out.

Add her First and Last Name

Next, add a unique identifier for the record in the External ID field. It can include any alpha numeric content, such as employee ID, staff ID or email address. It is a best practice to be consistent when choosing the format or values for your contacts' External IDs. The value must have no possibility of being used by two different people within your organization, and should be a value that will not change over time. If using alpha characters, note that External IDs are case sensitive.

Record Types allow you to put contacts into broad categories. Select from the preconfigured options in your organization. In this example, Faculty is selected.

Next, choose the default country from the selection list.

You can also add a contact to one or more configured Groups. Groups are a way to organize and select multiple contacts for notification. From Groups, click "Manage Groups."

Tessa is a member of the English Department and a Faculty member in the College of Liberal Arts. Select the corresponding groups, and click OK to Save. Note: You may need to expand the Group tree to view and select any sub groups.

Next, add at least one delivery method for Tessa. This is how she can receive messages from your organization. In this example, Campus Email is selected from preconfigured Delivery Methods. It is a best practice to add additional delivery methods, such as text and phone paths, so that recipients have the best chance to receive messages, and on their preferred device.

Add her email address.

You can also add up to five Static Locations where Tessa is assigned to be. These will provide you the ability to select her for location-based notifications. To add, click "New Static Location."

It is a best practice to be consistent with choosing Location Name labels for your contacts. For example, use "Work" or "Home."

Next, enter the location details, including Street Address, City, State or Province, and Postal Code.

Based on the address information provided, the system will suggest one or more Location for geo-coding. Select the one that best matches the address. You may add your own latitude and longitude values if there are no suggested locations, or the suggested locations are not accurate.

Lastly, input Additional Information, if configured for your organization. These custom fields provide you the ability to dynamically filter and select contacts for notification. In this example, Tessa teaches undergraduate courses, so you will click the drop down menu and pick Program Type

and then choose the value of Undergraduate.

Finally, click "Save" to create the contact with the information you have just configured.

For more information about any of the fields on this page, click the Help icon to access the Online Support content.

Thank you for watching this guide on how to add a single contact in Everbridge!