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To add someone new, click New Contact on the Contacts page. A guided wizard walks you through each step. The steps adjust based on the contact type you pick.

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Step 1 — Choose a contact type

Pick the type that fits. This affects the rest of the wizard and can’t be changed later.
  • Household — collects one or more people and their contact methods.
  • Organization — skips the people step.
  • Foundation — skips the people step and the district lookup.

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Step 2 — Add people (households only)

For a household, add each person:
1

Enter their name

First name and last name are required.
2

Add contact methods

Add one or more email addresses and phone numbers. Mark one of each as Primary, and use the Opted in toggle to record whether they’ve agreed to receive communications.
3

Add more people

Click Add Individual to include additional household members. A household needs at least one person.

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Step 3 — Name and address

  • Name — for households, Advocora suggests a name from the people you added (for example, “Tom and Kathy Harms”); you can edit it. For organizations and foundations, type the name yourself.
  • Address — start typing the street address and choose a suggestion to auto-fill the city, state, and ZIP.
  • County & districts — for households and organizations, use Get County & Districts to look up the county and the congressional, state house, and state senate districts for that address. (Foundations skip this step.)
Address autocomplete works for U.S. addresses. For an address it doesn’t recognize, you can still enter the details manually.

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Step 4 — Tags and notes

Optionally apply one or more tags (such as Major Donor or Volunteer) and add a note with any helpful context. Both are optional and can be changed later.

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Step 5 — Review and create

Review the summary—people, contact methods, address, districts, tags, and note—then click to create the contact. It’s saved immediately and appears in your list.
Once created, the contact’s type is permanent. Everything else—name, people, address, tags, and notes—can be edited anytime from the profile. See Manage a contact.