How to create contacts?

With this guide you will learn how to create contacts manually and in bulk for users to use in the Inbox.

What is a contact?

Contacts are records of customers who interact with your business. Each contact can include information such as name, phone number and email. These records allow you to quickly identify the customer in the Inbox and reuse their data for future interactions.

Types of contacts

In uContact there are two types of contacts:

• Global: Available for all campaigns in the system. They are created from the Contacts tab of the Campaigns screen, in the Administrator menu.
• Campaign-specific: Associated exclusively with a particular campaign. They are created from the Contacts section within each campaign's configuration.

How to create a contact manually?

Below we show you how to create a contact manually. Let's get started!

1. To create a contact manually, you need to access the Campaigns section within the Administrator menu and then click on Contacts.

2. Once here, you need to click on the New button, located in the upper right corner. A form will open where you must complete the new contact's information.

• Name: Enter the contact's name (required). For example: John Doe.
• Phones: Enter one or more phone numbers for the contact. Type the number and press Enter to add it as a chip; you can add several and remove them with the ✕ icon. For example: +5491123456789.
• Emails: Enter one or more email addresses for the contact, the same way as phones. For example: john.doe@example.com.

TIP

You must fill in at least one phone or one email (you don't need to fill in both).

3. Finally, click Save to create the contact.

Recommendation

If a contact only interacts with a single campaign, consider creating it as a campaign-specific contact. If they interact with multiple campaigns, create it as a global contact to facilitate management from a single record.

How to create campaign-specific contacts?

To create campaign-specific contacts, the procedure is the same as for creating global contacts, except you must do it from within the campaign configuration. Access the desired campaign, then go to the Contacts section within the campaign configuration and follow the same steps described above.

How to create contacts in bulk?

If you need to create multiple contacts, you can import a file to do it faster. Let's show you how to do it!

1. First you need to access the Campaigns section within the Administrator menu and then click on Contacts.

2. 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, CSV or TXT.
• Maximum size: 50 MB.
• Structure: Three columns:
  • Column 1: Contact name (required).
  • Column 2: Phone number(s), separated by ; if there are several (optional).
  • Column 3: Email address(es), separated by ; if there are several (optional).

TIP

If you need to associate the imported contacts with a specific campaign, perform the import from the Contacts section within that campaign's configuration (not from the global list). The file does not support a campaign column.

File example

Name	Phone	Email
John Doe	+5491123456789	john.doe@example.com
Maria Gonzalez	+5491198765432	maria.gonzalez@example.com

3. Before uploading the file, you will see a summary of the available fields and which ones are required. Click Continue to move forward.

4. Once you have your file ready, you need to drag it or select it from the import tool. Then, click Continue.

5. Now you must match the columns of your file with the system fields (Match Fields step). To do this you will see the first rows of each column in the file, select the field that corresponds to each column. Then, click Continue.

• Name: Select this option for the column containing contact names.
• Phones: Select this option for the column containing phone numbers.
• Emails: Select this option for the column containing email addresses.

Does your file have headers?

If the first row of your file contains column names (for example: "Name", "Phones"), enable the Include headers option to ignore them.

6. Before finishing, you will see a preview with the first records of your file already mapped. Check that the data is correct and click Finish to complete the import.