KoldReach Guide
How to Add Contacts to KoldReach
What you'll accomplish
KoldReach’s primary add-person workflow starts with a LinkedIn URL. The app enriches the profile, shows a reviewable preview, and then saves the person to your People workspace. This approach keeps contact records consistent and gives you a chance to catch a wrong match before it enters a sequence.
Before you begin
- A LinkedIn profile URL
- An enrichment provider configured in Settings for the best result
Step-by-step instructions
- 1
Go to Add Person
From the sidebar, open People, then select Add Person. You can also use the Add Person call to action in an empty People view.
- 2
Paste the LinkedIn URL
Enter the canonical LinkedIn profile URL in the LinkedIn URL field. Check that it belongs to the intended person and does not point to a company page, search result, or post. Select Find Contact.
- 3
Review the enrichment preview
Wait for the result and inspect the name, title, company, location, LinkedIn URL, and email confidence. Treat the preview as a proposed record, not proof that every field is current. Do not save a mismatched result.
- 4
Resolve missing email data
If the preview does not include a usable email, follow the on-screen manual fallback if it is offered. Saving without an email is useful for relationship tracking, but the person cannot be emailed until a valid address is available.
- 5
Save and optionally enroll
Select Save Contact. If the form offers sequence enrollment, choose a sequence only after checking its audience and message. Otherwise save first and enroll from People later using the selection toolbar’s Add to Sequence action.
Tips and troubleshooting
Duplicate warning
When KoldReach says the contact already exists, stop and open the existing profile from People. This preserves one timeline and avoids duplicate outreach.
Wrong enrichment match
Compare the preview with the LinkedIn profile before saving. Try the canonical profile URL again or change the provider priority in Settings → Contact enrichment.
No provider result
Review provider status and usage in Settings. Configure a provider key or move a working provider to Primary, then retry enrichment.
Completion checklist
- □ The URL belongs to the intended person
- □ Preview fields were reviewed
- □ Email confidence was considered
- □ No duplicate was created
- □ The saved profile appears in People