Contacts Feature in Azeer: Simplify Customer Management & Organization

Contacts Feature: Overview, Benefits, and How-To Guide


Contacts Feature: Overview, Benefits, and How-To Guide

NotesReading Time: 4 Minutes

The Contacts feature in Azeer streamlines managing customer information, enabling efficient organization, communication, and tracking. Whether you're manually adding contacts, importing bulk data, or searching for specific users, this module offers powerful yet simple tools to manage your database effortlessly.

Key Benefits

  • Automated Contact Creation: Automatically registers WhatsApp users who interact with your business.
  • Manual Contact Management: Add, edit, or archive contacts as needed with ease.
  • Enhanced Search: Use filters for quick access to specific contacts based on channel, tags, or creation date.
  • Seamless Bulk Actions: Import and export contact data in just a few clicks, ensuring efficiency.

How to Use the Contacts Feature:


1. Adding New Contacts
 You can create a contact manually if needed.
  1. Go to the Contacts module.
  2. Click the Create Contact button.
  3. Fill in the essential information, such as:
    • Name
    • Email
    • Phone Number
    • Tags
    • Channel (e.g., WhatsApp, Facebook, or Instagram).
  4. Click Save to finalize the addition.


IdeaTip: Tags make it easy to categorize and find contacts later.



Idea
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




Idea
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.


InfoIdeaHow to import and export contacts:

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


You can import your contacts by simply downloading the file, follow these steps

  • 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




Idea
Note: Ensure the format matches the template for a successful import.

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





It doesn't matter which type of file you download, as long as it contains the data you intend to use.

Use Cases:

  • Customer Support Teams: Quickly locate and communicate with contacts via the preferred channel.
  • Sales Teams: Add tags for lead qualification and segmentation.
  • Marketing Teams: Export contact data for campaign planning.

AlertTroubleshooting:

  • Missing Contacts After Import: Ensure your file follows the provided Excel template.
  • Unable to Save Edits: Double-check mandatory fields and connection stability.


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