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  • Collecting contacts

    Creating a new contact

    Each email sent through EmailJS can automatically create a new contact (if the contact does not already exist). To enable this feature please follow the next steps:

    1. Open your template
    2. Check “Create contact” checkbox
    3. Fill out the values for the fields (name and email fields are required, the rest are optional). Usually the values for the contact will be passed through the template params, so if you’re passing “customer_name” variable which you want to use as the name of the contact, put {{customer_name}} inside the “name” field.
    4. Save your template

    Now each time the template is used for an email, EmailJS will automatically check if a contact for the email already exists, and if not – a new contact will be created according to the contact parameters.

    Viewing and exporting contacts

    All the created contacts are available under the Contacts tab. All the contacts are displayed by default, but it’s possible to filter the displayed contacts by the template that created them. Exporting a CSV file of all the displayed contacts is possible via the “Export” button.