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Add People/contacts To Your Hubs

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Melanie paul
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There are 2 primary ways to get people into hubs so you can begin communicating with them.

Option 1: Add contacts to the hub from the Hub CRM

  • Under the Communications Menu, click Manage Hubs & Hub Contacts
  • Locate the Hub you wish to add contact to and click the Add Contacts link for that hub. 
  • You'll have 3 ways to add contacts: 
    • Create New Contact
    • Select from existing contacts
    • Enter a list of email addresses.

To Create a New Contact:

  • Select the Role Name for the contact(s) you are adding to the Hub (Student, Contact, Admin)  Anyone not a student or hub admin should be added as a Contact.  
  • If you wish to expire this person's role in the hub at the end of the year, toggle the switch and select the year you wish for this role to apply.   The role will expire at the end of the selected year. 
  • If you are adding someone who is already in your database, begin by first typing in their first and last name and the email will automatically populate.  
  • You can then choose to send an email to the contact letting them know you have added them to the hub as well as a personal message. Click Save to add this contact to your hub. 

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After adding your first contact to the hub, you will then be in the hub, viewing all contacts in the hub.  From this screen, you can click Add Contact button in the top right corner to add more contacts to this hub. 

 

To select from existing contacts:

  • Select the check box for all contacts you want to add to the Hub.mceclip0.png
  • Then Click Save.  You'll see a display of all selected contacts and can remove any if needed before continuing.
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  • If you wish to expire the contacts at the end of the school year, you can toggle the expire switch.  You may also check the "Add the families?" check box to add parents to a hub automatically when you add their children.
  • You may choose to notify contacts by email and add a custom message if you wish. 
  • When you're ready, click Save to add the contacts to the hub.

To add contacts by e-mail addresses:

  • Copy and paste a list of email addresses directly into the email addresses field.  Hit enter to validate the email addresses.  If validated, the email addresses will appear in a bubbles on the screen.  
  • You may choose the Role, Role expiration, and notification settings as well. 
  • When ready, click Save to add the contacts to the hub.

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Option 2: Add contacts to the hub from the Main CRM

  • Under the Contacts Menu, click Manage Contacts.
  • Click Add Contact button in the top right corner. 
  • Select the organization and all hubs you wish to add this contact to.  
  • Select the Role you wish to have for this contact you are adding.
  • If you wish to expire this person's role in the hub at the end of the year, toggle the switch and select the year you wish for this role to apply.   The role will expire at the end of the selected year. 
  • You can then choose to send an email to the contact letting them know you have added them to the hub as well as a personal message. Click Save to add this contact to your organization and hub.

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