The following article describes the ways new contacts, organisations, and administrators in Arlo can be created.
In this article:
- Create a contact
- Create an organisation
- Create and update contacts and organisations in bulk
- Additional ways contacts and organisations are created
- Create a new administrator
Create a contact
- Open the Contacts menu.
- Press New Contact.
- Enter the details of the new contact you would like to create.
- Additional information can be added to the Personal, Marketing, Privacy, and Security sections. Click the arrows to open/close each section as required.
- Press Save and close.
Create an organisation
- Open the Organisations menu.
- Press New Organisation.
- Enter the details of the organisation you would like to create.
- As well as the General section, additional information can be added to the Company, and Marketing sections. Click the arrows to open/close each section as required.
- Press Save and close.
Create and update contacts and organisations in bulk
You can create contacts and organisations in bulk on the platform using our importers. You can also use this process to update field(s) on existing contacts and organisations.
Additional ways contacts and organisations are created
New contacts and organisation records will be created automatically when:
- A registration is submitted on your website
- A new lead is submitted on your website
- A waiting list registration for a full event is created
- A customer creates a portal account on your website
A new contact is defined as an entity that has a unique first name, last name, and email address. A new organisation is defined as an entity that has a unique organisation name.
If a website form is submitted using existing contact or organisation details, that record will be updated and appended.
Create a new administrator
Learn how to add additional users.
Important: If you have no remaining user licenses, when you add a new administrator, an additional administrator fee will be charged on your next invoice. For more information please contact Arlo Sales.