Contacts overview:

Create a new contact :

Any user that contact you through WhatsApp will automatically register as a contact. If you need to add a contact manually follow 

• Start by going to the contact module

• Click create a Create

• Fill in the contact’s information, you might add tags to easily find them

• Finalize by clicking Save

Update contact information:

You might need to update, archive, or edit your contacts' information. Follow this tutorial to learn how. If you entered any information incorrectly, you can easily edit it.

• Click the Edit button 

• Edit the contact details you need to update 

• To archive your contact, click the Archive Contact button

• Don’t forget to save by clicking Update

• To be directed to this contact's chat screen, click the chat icon, and you will be able to continue your chat

How to use filters:

Using filters is a great method to find a contact effortlessly. By only choosing the channel, the contact’s tags, and the date added your search result will be drastically reduced.

• Choose the Channel you’ll use

• Select Tags you labeled the contact with

• Choose the date, and click Search
  

• Reset your options by clicking Clear Filter
  

• Follow the same steps to find contacts in the Archived section
  

Now you are all familiar with adding contacts and navigating through the contact screen. After adding the customers to your contact, you can specify them by adding tags and custom attributes as well as importing or exporting them.

How to import and export contacts:

For easy access, an importing and exporting feature was made. It saves you a lot of work and time.

How to import contacts:

• Start by opening the Contacts

• From there Bulk actions

• Choose Import Contacts

• Download the Excel file so you can view the format

• Make your own copy and upload it

How to export contacts:

For easy access, we created an exporting feature that allows you to send contact's data from within the platform. When exporting, you must initially download the Excel file template that outlines the required format for your own file. Just follow the tutorial below.

• Open Contacts

• Click Bulk Actions

• Choose Export

• Download your file