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HelpDesk

Contacts

Every customer who writes to you becomes a contact. Add your own details, group them with tags, and import lists from Excel or Google Sheets.

Your contacts

Search by name or number, or filter by tag. Open a contact to edit their name, tags and your own fields. People who opted out are never sent campaigns.

The contacts list with tags
The contacts list with tags

Import a list

  1. 1Save your list as a CSV file from Excel or Google Sheets (File > Download > CSV).
  2. 2Open Contacts > Import from a file and choose it.
  3. 3Tell us which column is the phone number, the name, and so on.
  4. 4Press Import. People already in your contacts are updated, not added twice; anyone left out is listed with the reason.
Importing contacts from a CSV file
Importing contacts from a CSV file

Your own fields

Settings > Contact fields adds details you need about each customer - a city, a membership number, a birthday - which you can fill in, import and use in campaigns.

Adding a contact field
Adding a contact field

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