Help CenterEach can have up to 3 contacts for a drop-off address. All 3 contacts can be opted in for receiving tracking communications via mobile or email. There are 3 ways to manage it when adding new jobs.
Option 1: add a single job
When you book a sign job, the easiest is to use the portal to add a job by following the steps. When you reach the "Drop off" step, click the "Add contact" button to add more contacts. Click the "Remove" button to remove it.
Option 2: add multiple jobs via spreadsheet
If you have multiple jobs to book, using the "Bulk upload" feature via a spreadsheet is easiest. Click here to download the spreadsheet template.
To have multiple contacts for a single job via the spreadsheet upload, you just need to add an additional directly below the complete job row with only the "Contact", "Phone", "Send SMS", and "Email" columns filled. See the below example.
Option 3: add a job via the Shopping Cart plugin
Please note that this feature is supported with Shopify integration ONLY at this stage.
Each Shopify order has a "Shipping address" and a "Billing address". The "Shipping address" is the default address and contact information getting synced across. When the contact details in the "Billing address" is identified as different from the "Shipping address", it will be synced across as the secondary contact of the order.
How to check and update contact details
All contact details will be displayed on the job details popup page. If you wish to make an update, you only need to click the "Update address" button at the bottom of that popup.
