Contacts and Contact Groups

Contacts are the people and numbers your campaigns dial, message or fax. You'll find them under CRM > Customer, in three screens:

• Contact Groups: the lists a campaign selects.
• Contacts: the individual records, with import, export and a timeline.
• Company: the organisations you link contacts to.

A campaign always dials a group, never a loose contact. So the usual order is: create the group, load it, then pick it in the campaign wizard.

Contact Groups

The list shows Group Name, Description, Total Contacts, Total CNAM and Operations. The top buttons are search, Add new and Refresh.

The row icons, left to right, are:

1. Edit Contact Group
2. View Contacts in this Group
3. Search and delete unwanted Contacts from this group
4. Start a process to create or update CNAM database for this Contact group
5. Drop all CNAM records associated with this Contact group

While a CNAM run is in progress, the start icon changes to Stop CNAM update process. Delete Selected removes the groups you've ticked.

The search panel filters on Contact Group, Description, Total Contact, Total CNAM and Date.

Add a group

1. Click Add new.
2. Under Group Description, enter Title (required) and Description.
3. Leave Group Type at Internal Contacts for a list you load yourself. The other entries are CRM feeds (Zoho CRM, Salesforce, Pipedrive and so on). If you choose one, the import section is replaced by that CRM's connection fields, and the records are pulled when a campaign using the group starts. The CRM Integrations Guide covers those.
4. Under Import Contacts (Optional), set Type of Source:
   • [continue without import]
   • Upload Contacts via standard file: a CSV laid out like the Example File, Contact_sample.csv. That's phone, first name, last name, email, address, then up to eight custom values.
   • Upload Contacts via custom file: any CSV. Fill in CSV Format: Column Separated By (default comma), Column Enclosed By (default double quote) and Rows to Skip (default 0, set it to 1 if the file has a header row). After Save you get the mapping page.
   • Copy Contacts from existing Groups: tick one or more Source Groups.
5. Under Scan for CNAM, choose Don't fetch or Fetch CNAM Data.
6. Click Save.

Once you save, Group Type is fixed. You can edit Title and Description later. You can also import more contacts into an existing group from the Contacts screen (Import button, Target Group).

Custom CSV mapping

On the Map Contact fields with CSV page, every CSV Column # has a dropdown of contact fields, with a sample value from your file beside it. Pick the matching field, or [ignore this field] for columns you don't want. Phone is the only field a contact must have.

The dropdown also includes Custom Value #1 to #8. These are stored with the contact and used in campaign tokens. They carry whatever names the administrator has given them in the system configuration.

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