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. Contacts can be used for:

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 module 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!

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

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. For example: John Doe.
Phone: Enter the contact's phone number. For example: +5491123456789.
Email: Enter the contact's email address. For example: john.doe@example.com.

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.