How to Manage Multiple Email Addresses for a Contact

This article will show you how to manage and add multiple email addresses for a single contact in Patient Copilot! You can manually add up to 10 additional email addresses per contact except the primary email address, designate a primary email for campaigns, import multiple email fields via CSV, and even merge duplicate contacts while retaining their emails. * * * ## Key Benefits of Managing Multiple Emails Managing multiple emails for a single contact streamlines communication and prevents duplicate entries in your CRM. - Maintain multiple email addresses under one unified contact profile

• Assign one primary email address for all outbound communication
• Store secondary email addresses for future support or tracking
• Import multiple emails for a contact using CSV import
• Merge duplicate contacts and retain all associated email addresses * * * Sometimes, a contact may use multiple email addresses for different purposes—business, personal, or project-based communications. Patient Copilot allows you to store up to 11 email addresses per contact, ensuring that all relevant emails are accessible within a single profile. You can manually add up to 11 email addresses per contact. ### Step 1: Navigate to Contacts and open a contact profile.!(https://assets.patientcopilot.ai/9f700dfd1d5dc594.jpg) ### Step 2: Click the Contact button and scroll to the Email Address field.!(https://assets.patientcopilot.ai/df65694c4453cb39.png) ### Step 3: Click “Add Another Email” and enter the new email and click Save Changes.!(https://assets.patientcopilot.ai/9d19421e773dcc28.gif) Please Note: You can add up to 10 additional email addresses (for a total of 11, including the primary). The Add Email button will disappear after the limit is reached. * * * ## Selecting the Primary Email Address Patient Copilot allows you to add multiple email addresses to a contact, but only one email can be designated as the primary email for outbound communications. Scroll to the Email Address section and click the star icon next to the email address you want to designate as primary. To change the primary email, go to the contact’s Email Address section and click the star icon next to the email you want to make primary.!(https://assets.patientcopilot.ai/184276c76cd988c3.jpg) The primary email will be used for all email campaigns, automation, and manual emails. If this feature is enabled, secondary email addresses may be used for future email communication support. If you’re working with a large contact list, Patient Copilot allows you to import multiple email addresses via CSV. See Full Guide: Importing Contacts * * * ## Frequently Asked Questions Q. Can I send emails to secondary email addresses? No, only the primary email address is used for sending emails. However, future support for secondary emails may be introduced. Q. How many email addresses can I add per contact? You can add up to 10 additional email addresses, plus one primary—so 11 in total. Q. Can I change the primary email after it has been set? Yes! You can change the primary email anytime by clicking the star icon next to the desired email. Q. Can I bulk update contacts to assign a new primary email? You can export contacts, update the primary email column, and re-import the data, but not directly. * * * ## Related Articles - **(https://help.patientcopilot.ai/support/solutions/articles/155000004432-importing-contacts)**(https://help.patientcopilot.ai/support/solutions/articles/155000004432-importing-contacts)[Importing Contacts](https://help.patientcopilot.ai/support/solutions/articles/155000004432-importing-contacts)
• Importing Contacts and Opportunities via CSV
• Merging Duplicate Contacts(https://ideas.patientcopilot.ai/changelog/merge-multiple-contacts-upgraded)**(https://ideas.patientcopilot.ai/changelog/merge-multiple-contacts-upgraded)**