Add Contacts Manually

You can easily add (additional) contacts to your contact database manually.

1. First, log in to your beabee instance and then click on Contacts in the menu on the left. Above your contact list, click on Add Contact.

1. Then fill out the contact form with the details of the person you want to add.

1. You can also decide whether you want to sync your new contact with your newsletter tool. To do so, simply check the corresponding box.

1. You can also assign a specific role to your contact. If the contact has an active membership, the role Member should be selected. If the contact does not have a specific role, the field can simply be left empty. If the person should have access to the administration area and all contact data, we recommend setting the role to Admin as the default. Only if a person needs to create API keys is the Super Admin role required.

2. In the next step, you can define the type of contribution your contact is making. To do so, simply click the field under Recurring Contribution Type. If your new contact does not make a financial contribution, or if you do not want to track it, you can leave the default setting as None.

   To select a contribution type, choose Manual from the dropdown menu.

1. Once you have selected Manual from the dropdown menu, you can enter all relevant information about your contact’s contribution.

   You can now specify the amount your contact contributes. The monthly or yearly period indicates the billing frequency of the membership.

Note: The Payment Source field does not show any options by default. Available payment sources must first be set up manually. Only after that can you track which payment source a contact uses for their contribution when creating or editing a contact.

If you would like to set up payment sources or have any questions, please contact [email protected]. We will help you configure the desired options correctly.

In the Payment Reference field, you can add an individual reference for the payment. It helps to clearly assign payments or document additional information. Typical use cases include tracking campaigns or marking memberships that were purchased using vouchers.

Adding a payment here does not mean that an actual payment will be charged for this contact. This feature is used exclusively for tracking memberships and contributions in beabee that are handled through other channels. If payments should be processed directly via beabee, this must be done through the Membership Builder.

1. Done! If you now click Save, you have successfully created a new contact. You can find your contact in your contact database.

   If you click Save and add another, the current contact will be saved and the form will be reset so you can immediately add another contact.