How to add customers to the Blacklist?
With this guide you will learn how to add customers who should not be contacted to the Blacklist.
What is the Blacklist?
The Blacklist is a list of customers who have requested not to be contacted or who, due to internal policies, should not receive communications from your business. The Blacklist can be used for:
- Outbound interactions: uContact will automatically block contact attempts by users through manual interactions and automated ones through Outbound Hubs.
- Inbound interactions: uContact will automatically block inbound interaction attempts from the customer.
In both cases, all communication attempts are recorded and details are available from the Blacklist history.
How to add a customer to the Blacklist manually?
Below we show you the different ways to add customers to the Blacklist. Let's show you how to do it!
- To add a customer manually, you need to access the Campaigns section within the Administration Menu and then click on Blacklist.
- Once here, you need to click on the New button, located in the upper right corner.
- Here you must complete the necessary information to add the contact to the Blacklist.
Customer: Enter the customer identifier you want to add to the Blacklist. It can be:
- Phone number: To block customers on Telephony, SMS or WhatsApp. For example:
+5491123456789. - Email: To block customers on Email. For example:
samantha.owens@gmail.com. - Customer ID: To block customers on Instagram or Messenger. For example:
213432525.
- Phone number: To block customers on Telephony, SMS or WhatsApp. For example:
Campaign: Select the campaign to which the restriction will apply:
- Specific campaign: The block will only apply to the selected campaign. The customer can still be contacted by other campaigns.
- All campaigns: The block will apply globally throughout the system. The customer cannot be contacted by any campaign.
- Finally, click Save to add the contact to the Blacklist.
Recommendation
If a customer requests not to be contacted in any way, select All campaigns to ensure they receive no communications from your business.
How to add customers to the Blacklist in bulk?
If you need to add multiple customers to the Blacklist, you can import a file to do it faster. Let's show you how to do it!
- First you need to access the Campaigns section within the Administration Menu and then click on Blacklist.
- Once here, you need to click on the import button, located in the upper right corner.
- The data import tool will open where we will perform the process.
How to build the file?
The file must meet the following conditions:
- Accepted formats:
XLSX,ODS,CSVorTXT. - Maximum size: 50 MB.
- Structure: Two columns:
- Column 1: Contact (phone number, email or Meta ID).
- Column 2: Campaign name, if for all campaigns, leave empty.
File example
| Contact | Campaign |
|---|---|
| +5491123456789 | Sales, Support |
| customer@example.com | |
| +5491198765432 | Support |
| user@test.com | Marketing |
- Once you have your file ready, you need to drag it or select it from the import tool. Then, click Continue.
- Now you must match the columns of your file with the fields. To do this you will see the first 3 rows of each column in the file, select the field that corresponds to each column. Then, click Continue.
- Customer: Select this option for the column containing customer identifiers (phones, emails or Meta IDs).
- Campaign: Select this option for the column containing the campaign name where the block will apply.
Does your file have headers?
If the first row of your file contains column names (for example: "Customer", "Campaign"), enable the Include headers option to ignore them.
- Before finishing, you will see a preview with the first 3 records of your file already matched. Check that the data is correct and click Finish to complete the import.
Frequently asked questions
Does the Blacklist apply to all channels?
Yes, when you add a phone number, it applies to Telephony, SMS and WhatsApp. When you add an email, it applies to the Email channel. When you add a Meta ID it applies to Instagram and Messenger.
Can I have different Blacklists per campaign?
Yes, you can add the same contact to the Blacklist of different campaigns independently, or add them to All campaigns for a global block.
Is the customer notified when added to the Blacklist?
No, uContact does not send notifications to customers who are added to the Blacklist.
