Contact Lists
Updated Today by Support
For Independent Coaches
For Admin in Enterprise Accounts and Coaching firms
The Contacts page is where you can manage all business-related contacts that are not coaches or coachees. These may include potential clients, suppliers, referral partners, or other stakeholders relevant to your coaching or enterprise operations.
You can access your Contact List from the left-hand menu of your portal.
Adding a New Contact
There are two ways to add contacts to your Coaching Loft account:
1. Adding a Single Contact
- Click the "New" button at the top right of the panel.
- Select "Add a Single Contact."
- Fill in the available fields such as:
- First Name (Required)
- Last Name (Required)
- Email (Required)
- Contact Number (Optional)
- Company Name (Optional)
- Occupation (Optional)
- Website URL (Optional)
- LinkedIn or Facebook URL (Optional)
- Click "Save" to finish, or choose "Save & Add a New Contact" to add another contact right away.
2. Adding Multiple Contacts (Bulk Upload)
To upload multiple contacts at once:
- Prepare your contact list using any spreadsheet program (e.g., Excel or Google Sheets).
- Save the file as a CSV (Comma Separated Values) file.
Steps to Convert a Spreadsheet to CSV:
- Open your spreadsheet.
- Go to File > Save As.
- Choose CSV (Comma delimited) as the file format.
- Confirm and click Save
Note: CSV format does not support formatting, formulas, or images.
Required CSV Headers:
Ensure your CSV includes the following headers to avoid errors during import:
| Field | Required/Optional |
|---|---|
email |
Required |
first_name |
Required |
last_name |
Required |
contact_number |
Optional |
birth_date |
Optional |
company_name |
Optional |
occupation |
Optional |
linkedin_url |
Optional |
facebook_url |
Optional |
website_url |
Optional |
Sample Header format
Once your file is ready:
-
Go to the Upload Contact List section.
-
Click "Upload CSV", then "Proceed" to complete the process.
Exporting Contacts (For Admins Only)
Enterprise Admins can export contacts at any time.
To export:
- Click the "New" button.
- Select "Export Contacts".
- Choose a specific date range, or leave it blank to export the full contact list.
- Click "Export" to download the file.
Mailchimp Integration (For Coaches)
You can integrate your Coaching Loft contact list with your Mailchimp account.
- Once connected, every new or updated contact in Coaching Loft will automatically sync with your Mailchimp audience.
- This feature is especially useful for managing email marketing campaigns, newsletters, and automated outreach.
Note: Mailchimp integration is available to coaches and requires an active Mailchimp account.
