--- title: Add a contact sidebarTitle: Add a contact description: >- Add a lead or a customer to People by hand, or send someone a membership invite they can claim. audience: luminary feature: people type: guide availability: live last_verified: '2026-10-15' keywords: - add contact - add a lead - add customer manually - new contact - invite subscriber - add client - manual entry url: 'https://help.bringsoul.life/luminaries/audience/people/add-a-contact' --- # Add a contact > Add a lead or a customer to People by hand, or send someone a membership invite they can claim. Add someone to [Audience → People](https://portal.bringsoul.life/audience/people) yourself, so they're in your list, tagged and ready to hear from you, even though they never filled in a form or bought on Soul. ## When to use this - You met someone at a workshop and they asked to stay in touch. - A client paid you in cash or by bank transfer and you want them recorded as a customer. - You want to invite one person into your paid membership at a price you choose. - For a whole list, use [Import your contacts](https://help.bringsoul.life/luminaries/audience/import-your-contacts) instead. ## Choose how to add them Click Add/Invite. _"Choose how you want to add people to your audience."_ | Option | Use it for | They become | | ------------------ | ----------------------------------------------------------------------------------------------------------------------------- | ---------------------------- | | Add leads | _"Add people directly to your audience for follow-up, segmentation, and CRM workflows."_ One person, or many with Bulk Leads. | Lead, Source Manual | | Invite subscribers | _"Send membership invites people can claim to become subscribers with access to your paid community."_ | Subscriber, once they accept | | Add customers | _"Add a customer directly to your audience."_ With name, email, phone, birthday, address and tags. | Customer, Source Manual | ## Add a lead **Step 1: Open Add leads** Go to [Audience → People](https://portal.bringsoul.life/audience/people), click Add/Invite and choose Add leads. Single Lead is selected. **Step 2: Fill in their details** First Name, Last Name and Email are required. Phone Number is optional; pick the country from the flag first. **Step 3: Tag them** Under Tags, type tags separated by commas, for example *"newsletter, vip, early-adopter"*. **Step 4: Confirm consent** Tick *"I confirm I have obtained consent to upload this contact information."* Add Lead stays disabled until you do. **Step 5: Save** Click Add Lead. You'll see *"Lead added successfully!"* ## Add a customer Use this for someone who has paid you outside Soul, so they count as a customer from the start. **Step 1: Open Add customers** Click Add/Invite and choose Add customers. The Add customer form opens. **Step 2: Fill in what you know** Full name, Email, Phone number, Birthday, Tags (comma-separated, for example *"vip, webinar-2025"*), Country, State / Region, City and Zip / Postal code. Give at least a name and an email or a phone number. Write phone numbers with the country code, for example +14155550123. Soul checks that the number can be a real phone number before it saves. **Step 3: Confirm consent and save** Tick the consent box and click Add customer. You'll see *"Customer added successfully!"* **Note:** A customer you add by hand has no Soul account yet, so the All Customers audience in announcements doesn't include them. Give them a tag and send to _"People tagged …"_ instead. See [Reach people from your list](https://help.bringsoul.life/luminaries/audience/people/reach-people-from-your-list). ## Invite a subscriber An invite is an email offer to join your membership at the amount you set. The person becomes a Subscriber when they accept and check out. **Step 1: Set your membership price first** Invites use your tiers or price range, so [set your membership pricing](https://help.bringsoul.life/luminaries/business/membership-pricing) before you start. **Step 2: Open Invite subscribers** Click Add/Invite and choose Invite subscribers. The Invite Subscriber window opens. **Step 3: Fill in the invite** Customer Name, Customer Email, the Subscription Tier (or an amount within your range), an optional Promo Code and an optional Billing Starts date. Billing must start more than 2 days from now. **Step 4: Send** Click Send Invite. For many people at once, turn on Bulk import and add rows or use Import CSV, then click Send Invites. Follow invites from Business → [Customers & Subscribers](https://portal.bringsoul.life/business/customers) → View Invites. Moving a whole paying membership from another platform? Follow [Migrate members from another platform](https://help.bringsoul.life/luminaries/business/migrate-members). ## What happens next - The person appears in People straight away, at the top of the list. - Added people get no email from Soul. They hear from you when you send an [announcement](https://help.bringsoul.life/luminaries/audience/announcements). Invited subscribers do get an invite email. - If they later sign up or buy on your portal with the same email, Soul links their account to the record you created and keeps your tags and notes. ## Gotchas - Someone already in People? If the email or phone number matches an existing person, Soul updates that person instead of adding a second one. Their name, phone, birthday, address and tags are replaced with what you entered, so include any tags you want to keep. - Adding a customer never downgrades anyone. Adding someone who's already a Customer as a lead leaves them a Customer. - Names need at least 2 characters, tags at least 2 characters each, and phone numbers must be real numbers that include the country code. - If any invite email belongs to someone who's already an active subscriber, nothing is sent and you'll see _"These emails already belong to active subscribers: …"_. Remove those rows and send again. - Adding people needs an active Soul plan. ## Related - [Import your contacts](https://help.bringsoul.life/luminaries/audience/import-your-contacts) - [Organize with tags](https://help.bringsoul.life/luminaries/audience/people/organize-with-tags) - [Migrate members from another platform](https://help.bringsoul.life/luminaries/business/migrate-members)