User manual

05

Contacts

Your own customer base: who signed up, from where, with what consent, and who must not be contacted.

Contacts: every contact with tags, sign-up date and custom fields.
Contacts: every contact with tags, sign-up date and custom fields.

What a contact holds

Each contact is a phone number with its sign-up date, the tags collected along the way (source, store, campaign, answers given in forms) and custom fields such as name, email or city. Expand a row to see all of it. Use the tag filter and the search box to find people, and Export to get the list as a report.

Tabs on the Contacts page

TabUse it to
ContactsBrowse, search and filter your base; block a contact.
BlocklistSee who must not receive messages and why (STOP reply, unsubscribe link or form, manual block). Block or unblock numbers.
ImportSee the history of imports with imported, blocked and rejected rows.
TagsCreate and remove tags. A tag used by a form cannot be removed.
Custom fieldsDefine extra fields (e.g. city, loyalty number) to use in messages.

Importing contacts

Bring in customers you already have, for example from a loyalty programme, as long as you have their marketing consent.

  1. 1
    Import into

    Choose Contacts, or Blocklist to block a list of numbers.

  2. 2
    Upload CSV

    Drop the file; tick “Data has headers” if the first row holds column names.

  3. 3
    Map columns

    Point the phone number column (required) and optionally name, surname, email, tags and custom fields.

  4. 4
    Tag the import

    Add tags; you will use them to pick recipients of campaigns.

  5. 5
    Finish

    Follow the progress and see rejected rows in the import history.

Contact import: choose the target and upload a CSV file.
Contact import: choose the target and upload a CSV file.