Adding contacts

If your Synap account has a G Suite or O365 email integration (e.g. you authenticate into Synap with your G Suite or O365 credentials), the easiest and recommended way to add both people and organizations to your Synap account is by "sharing" them. For more information on how to do that, see our Email Sharing article.

However, when sharing a contact is not a possibility because you 1) do not authenticate into Synap with G Suite or O365 credentials or 2) have not yet made email contact with an individual or organization, you can add a person or organization to your Synap contacts manually. The recommended order of operations is below.

Adding organizations

To add an organization manually, follow the below instructions:

  1. Click/tap the plus icon from the main navigation and then click/tap Organization.

  2. If you have the domain for the organization (e.g. getsynap.com), enter that and click Next
    1. If you do not have the domain for the organization, click the I don't have the domain link below the domain field.
    2. Note: We strongly suggest entering a domain if you can (see below for exceptions). This helps guard against duplicate records and will allow Synap to try to populate any publicly available contact information automatically. The domain cannot be added to an organization later. You would add a new organization with the domain and link it with the existing organization record without the domain.
  3. Fill in any other information you have and click/tap Save.

Sometimes there may be valid reasons not to enter a domain. There are a couple of reasons you may want to do this:

  • You have a collection of contacts who have general email addresses (e.g. @gmail.com, @yahoo.com, etc) who work together, but do not have email centralized under one organizational domain.
  • There are subgroups of people who you would like to peel off from a larger organization to represent something like a specific division (e.g. the Americas team of ABC Global Co.).

Adding people

Though you can also use the omni add button (e.g. plus icon) in the main navigation to add people, the best way to add a person manually is to do so from the associated organization. This will automatically associate the person with the appropriate organization.

  1. Navigate to the associated organization, click/tap the People tab, and then click/tap Add. This will automatically associate this new person with the organization.
    1. Note: In cases where there is no associated organization, click/tap People from the main navigation and click/tap Add
  2. Enter the person's email address if you have it and click/tap Next.
    1. If you do not have an email address for the person, click/tap the I don't know the email address link below the email field.
    2. Note: We strongly suggest entering an email address if you can. This helps guard against duplicate records and will allow Synap to try to populate any publicly available contact information automatically. If you add a person without an email address, you may need to later link this person with the identity you share once you start emailing with them.
  3. Fill in any other information you have and click/tap Save.

Updating the associated organization for a person

In cases where you have not added a person from an organization, or if you are peeling people off of a main organization to be grouped under a manually-created sub-organization, you can update the associated organization for a person. To update the organization with which a person is associated, follow the below instructions:

  1. Navigate to the person whose organization you would like to change using the main search.
  2. Click the gear icon and choose Edit.
  3. In the organization field, type in the name of the organization you would like the person to be associated with and select it from the search results. If there is already an organization listed, click the 'X' next to it first to clear the field out, then type in the name of the desired organization and select it.
  4. Click Save.

Additional Information

What if I mis-typed an email address when I added a person?

Follow these steps to correct the situation:

  1. Click on People from the main navigation menu and then click Add to add a new record with the correct email address.
    1. This should also add a new organization with the correct domain.
  2. Then, from the new record for the person with the corrected email address, click on the gear icon and choose Link.
  3. Search for the other record for the person with the incorrect email to link it and then use the breadcrumb link at the top of the Link page to navigate back to the new record.
  4. Then, click through to the new record for the associated organization and click the gear icon and choose Link.
  5. Search for the other organization with the incorrect domain to link it and then use the breadcrumb link at the top of the Link page to navigate back to the new record.

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