Instructions on how to upload a contact into Visible with email being the unique identifier.
To create a contact in Visible, navigate into Visible. Then, locate 'Contacts' in the bottom left hand corner.
Once you click into Contacts, you will want to click New contact in the top right. This will allow you to enter information of new contacts into Visible. It will ask for the contacts: Email address, First name, Last name, Title, Lists, and any custom properties.
Once you enter the information, click 'create contact' and your new contact will be created. You now have a contact you can send updates to!
Additionally, you can add multiple contacts at a time and upload contacts via CSV into Visible to streamline contact uploading
See below for screenshots this process
Locate Contacts in the bottom left of Visible
Select + New contact in the top right
Fill out the properties above and click Create contact. Import all your investor contacts to Visible then you should be ready to send your first update.
Please reach out to our team if you have any questions!