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Adding a contact and starting a campaign for them are two separate decisions, and Liftify keeps them that way on purpose: adding someone to your contact list never starts messaging them unless you say so.

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Add a single contact

  1. Go to Contacts and click Add contact in the top right.
  2. Fill in the Add contact window:
    • First Name — required.
    • Last Name — optional.
    • Email and Phone — optional individually, but you need at least one of them. Without either, you get “At least one contact method (email or phone number) is required.”
    • Location — required. Pick the location this customer belongs to.
  3. Click Add contact.
You get a “Contact added.” confirmation and the contacts list refreshes with them in it.
Adding a contact here never starts a campaign on its own, even if one of your campaigns uses the When customer is added entry trigger. The only way this window starts a campaign is the checkbox in the next section.

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Start a campaign at the same time

Tick Enroll this contact in a campaign and a Campaign picker appears. The picker only offers campaigns that are active and assigned to the Location you chose, so pick the location first. Until you do it says “Select a location to choose a campaign.”, and if that location has nothing running it says “No active campaigns are available for this location.” Choose a campaign and click Add contact. The confirmation changes to “Contact added and enrolled in the campaign.” If you tick the box and leave the picker empty, Liftify stops you with “must be selected, or add the contact without enrolling”.

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The optional extras

  • Set unsubscribe preferences — reveals Unsubscribe from ALL future communication, or individual categories: Feedback/Informational (“Review requests and informational content”), Marketing (“Promotional campaigns and offers”), and Transactional (“Updates on transactions and confirmations”). These only ever unsubscribe — ticking nothing changes nothing, and this window can never re-subscribe someone.
  • Tags — tick any of your existing tags to apply them.
  • Add custom field — if your account has custom contact fields, this button opens a searchable list (Search fields…); pick one to reveal its input.

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Adding someone who is already in Liftify

If the email you enter — or, failing that, the phone number — already belongs to a contact on your account, Liftify updates that contact instead of creating a duplicate. It fills in anything you supplied, adds the location, adds the tags, and enrols them if you asked for that. It never blanks out details you left empty, and never removes tags they already had.

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Enroll a contact from their own page

Open a contact and find the Campaigns section in the sidebar. It lists the campaigns they are in, or “Not in any campaigns yet.”
  1. Click Enroll in Campaign.
  2. Choose a Location — if the contact only belongs to one location, this step is skipped.
  3. Choose a Campaign from the campaigns active at that location.
  4. Click Enroll.
On success you get “Enrolled in [campaign name].” Liftify may refuse, and tells you why:

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Remove one contact from a campaign

In the same Campaigns sidebar section, each live enrollment has an Exit control. It confirms first: “Remove [name] from [campaign]? No further messages from this campaign will send.” Exiting stops the rest of that campaign’s messages for that person. Their history stays on the contact.

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Enroll or remove several contacts at once

On the Contacts list, tick the checkbox on each row you want. A blue banner appears showing how many are selected, and a toolbar appears at the bottom with Tag, Unsubscribe, Enroll, Exit, Edit, and Delete. If you have every row on the page ticked and more contacts match your filters, the banner offers Select all [number] contacts that match current filters. Click it to act on the whole filtered set rather than just this page — the banner then reads All [number] contacts selected, with Clear selection next to it.
Filter the list first — by Location, Campaign, Status, Tag, or Touchpoint Status — then select all matching. It is far more reliable than ticking rows by hand.

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Enroll

Click Enroll in the toolbar. The Enroll in Campaign window opens: “Enroll [number] selected contacts into one active campaign.”
  1. Pick a Campaign. Only active campaigns are offered.
  2. Choose a Delivery option:
    • Enroll immediately — everyone starts now.
    • Spread evenly over a date range — reveals Start date and End date, and spreads the enrollments across that range. Useful for a large list you do not want going out in one burst.
  3. Click Enroll.
Liftify confirms with “Enrolling [number] contacts in [campaign]. Contacts already in a campaign or messaged recently may be skipped.” That last part is not boilerplate — bulk enrollment respects the same protections as automatic enrollment: your account’s exclusion windows, the campaign’s own exclusion window, and Prevent Campaign Collision if it is on. Contacts held back by those are skipped silently. Two limits worth knowing:
  • One bulk enrollment can cover at most 10,000 contacts. Over that you get “That selection is [number] contacts — more than the 10,000 allowed in one enrollment. Narrow the filters and try again.”
  • If you spread over a date range, the campaign’s own daily contact cap still applies. Liftify warns about this in the window: “The campaign’s daily contact cap still applies while spreading. If the cap is lower than your daily spread, delivery will take longer than the range you pick — raise the cap in the campaign’s sending settings for the batch to deliver as scheduled.”

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Exit

Click Exit in the toolbar. The Exit Campaign window opens: “Remove [number] selected contacts from the chosen campaign. Contacts not currently in it are skipped automatically.” Pick the Campaign and click Exit campaign. Unlike enrolling, every campaign is offered here — including paused and finished ones — so you can always get people out of something. You get “Removing [number] contacts from [campaign]. This may take a few minutes.”, or, if nobody in your selection was actually in it, “None of the selected contacts are active in [campaign].”
Both bulk actions run in the background. The confirmation means Liftify has accepted the job, not that it has finished. Give a large selection a few minutes before checking the results.

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Troubleshooting

No campaigns appear in the picker. The picker only shows campaigns that are active and assigned to that location. Check the campaign’s status and its Locations step. “Enrollment failed.” or “Enrollment could not be completed. Please try again.” Something went wrong saving the enrollment. Try again; if it repeats, contact support. “This contact is being enrolled. Please try again in a moment.” Two enrollments hit the same contact at once. Wait a few seconds and retry. The contact was added but not enrolled. If enrollment fails, the whole thing is rolled back and you are told “The contact wasn’t added: we couldn’t enroll them in the selected campaign” with the reason. If you saw plain “Contact added.”, the enroll checkbox was not ticked. I don’t see the Add contact button. Your Liftify user does not have permission to create contacts.