Quickly Create and Manage Contacts in Your Account
This tutorial will guide you through the simple process of adding new contacts manually inside your Wealthy Adviser Club account.
Adding contacts is the first step to building your email list and sending personalised campaigns to your clients.
🔐 Step 1 – Log In to Your Account
Visit app.wealthyadvisorsclub.com and log in with your member credentials.
If you’re not a member yet, click the sign-up link in the description to create your account before continuing.
📇 Step 2 – Go to the Contacts Section
Once you’re logged in:
1️⃣ Click the Contacts tab in the left-hand sidebar.
2️⃣ This will open your Contact Management Area, where you can:
- View all your existing contacts
- Add new contacts
- Edit or delete existing entries
➕ Step 3 – Add a New Contact
Click the Add Contact button in the top-right corner of your Contacts page.
This will open a simple contact form.
✍️ Step 4 – Enter Contact Details
Fill in the fields with your client’s basic information:
- First Name: Enter your contact’s first name.
- Last Name: Enter their last name.
- Email Address: Enter the client’s primary email (this will be used for all email marketing and communication).
💡 Tip:
Make sure the email address is correct — invalid or mistyped emails will bounce and affect your email delivery score.
💾 Step 5 – Save the Contact
Once you’ve entered the contact information:
1️⃣ Click the Save button.
2️⃣ You’ll see a confirmation message that your contact has been added successfully.
The new contact will now appear in your main contact list.
🎉 Step 6 – Success!
You’ve successfully added a new contact by entering their first name, last name, and email address, and saving the record.
From here, you can:
✅ Edit or update the contact’s information anytime
✅ Assign them to tags or groups (e.g., “Mortgage Clients” or “Protection Leads”)
✅ Add notes or track interactions
🚀 Next Step
Now that you’ve added a single contact, the next tutorial will show you how to bulk import multiple contacts from a list or CRM export.
👉 Follow along: How to Bulk Import Contacts into the Wealthy Adviser Club Email Marketing System
🦁 Why Adding Contacts Manually Can Help
✅ Great for quick updates or adding one-off leads
✅ Ensures no client is missed from your database
✅ Keeps your email list fresh and up to date
Even though bulk uploads save time, manual contact creation is perfect when you only need to add a few clients on the go.
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