This article explains how reaching your contact limit affects key account functions, including adding contacts, sending campaigns, and running automations, and provides guidance on managing these limitations effectively.
The CRM's contact limit represents the number of active contacts you can maintain within your account. As your account approaches or exceeds this limit, certain actions and features may be restricted until your contact count is back under the limit. Here’s what you need to know about managing these limits and the impact on your account functionality.
Understanding Your Contact Limit
Your contact limit does not increase automatically. Once you reach your limit, we recommend adjusting it if you need continued access to all features. To request an upgrade to your contact tier, please chat or email support@wolfpackadvising.com for assistance.
Limitations When Adding New Contacts
The ability to add new contacts to your account varies based on the method you use. Here’s a breakdown of the different methods and their behavior when your account hits the contact cap:
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Adding Contacts via API
You can continue adding contacts using the CRM's API or through third-party integrations like ClickFunnels or Leadpages. This means that if you reach your limit, contacts added via API will still be processed. -
Adding Contacts via the CRM's Forms
Contacts submitting forms will still be added to your account, even if you’ve reached your limit. -
Adding Contacts via Import
If you are importing contacts through a CSV file, this function is disabled when you reach your limit. You will need to adjust your contact limit to import new contacts. -
Adding Contacts via Admin Add
Manual addition of contacts by clicking "New Contact" from the Contacts page is disabled once you hit the limit. You’ll need to either reduce your contacts or upgrade your limit to add contacts this way.
Campaign Creation and Sending Restrictions
The CRM restricts the ability to create and send campaigns if you exceed your contact limit. This includes any scheduled campaigns; they will not be sent until the contact count is reduced below the limit. When your contact count returns to an acceptable level, previously scheduled campaigns will automatically resume and be sent out.
- API Contact Additions
Using the API, you have a small buffer (up to 10%) to exceed the contact limit before campaign creation and sending are disabled. If you anticipate needing this buffer, consider adjusting your contact limit to prevent disruptions.
Automations Will Pause at the Contact Limit
Automations are also impacted by contact limits. Once your limit is reached, automations will stop triggering for new contacts, although existing contacts within the automation will continue to progress.
- Email Steps in Automations
For contacts who are actively in an automation when the limit is reached, emails scheduled in the automation will queue for up to 24 hours. If an email remains queued for longer than this period, it will not be sent.
By proactively managing your contact count, you can maintain uninterrupted access to the CRM's powerful marketing and automation tools.
To check your contact limit and find out what to do if you're reaching capacity, please see this link.