Self-Service Contact Management

Let contacts sign themselves up and keep their details current.

If you’d rather not type every contact yourself, turn on Self-Service Contact Management in Administration.

Switch on Enable Self-Service Contact Management. If you also want new contacts to sign up, turn on Allow new contact registration. If that’s off, only people who are already contacts can look themselves up.

Pick an Organization key—one word, letters and numbers, up to 12 characters—then click Save. Copy the Management Link or Download QR Code and share it.

New sign-ups wait in Pending Registrations until an Administrator accepts them. They don’t get messages, and they don’t count toward your contact limit, until then.