Contacts

Contacts centralize all customer details so you can segment, personalize, and communicate across channels. Add contacts manually, import via CSV, or capture them automatically from interactions.

Overview links: Documentation Home · Settings Overview

Contacts are integrated with Broadcasts and templates, so saved data can be used immediately for personalized messaging without re‑uploads.

Accessing Contacts

From the dashboard, click Contacts in the sidebar. The Contacts dashboard provides an overview of:

• Total Contacts: Total number of all saved contacts.
• Individuals: Number of contacts categorized as individuals.
• Businesses: Number of contacts categorized as businesses.
• Recent Contacts: A quick view of contacts that were recently added.

This overview gives you an instant snapshot of your customer database, helping you quickly understand the scale and type of contacts you are managing.

Adding a New Contact

To manually create a new contact:

1. Click the + Create Contact button on the Contacts dashboard.
2. The system opens a multi‑step form for detailed information.

Step 1: Basic Information

This section captures the most essential details about the contact.

• Contact Type: Choose whether the contact is an Individual or a Business.
• Name: Full name of the individual or business.
• Email: Provide a valid email address.
• Company: Company name (if applicable).
• Job Title: Role or designation.

Step 2: Contact Details

This section allows you to enrich the profile with additional details.

• Phone Number: Primary number (with country code).
• Website: Company or personal website.
• Customer Type: Prospect, Lead, Customer, Partner, Vendor, or Other.
• Lifecycle Stage: Subscriber, MQL, SQL, Opportunity, Customer, etc.
• Tags: Add one or more tags for easy segmentation and future targeting.

Step 3: Additional Information

This section stores optional but valuable information.

• Date of Birth: Optional, useful for personalization.
• Gender: Optional.
• Address: Street, city, state, postal code, country.
• Notes: Custom notes or remarks.

Click Save Contact to finish. The contact appears in the list and is available for campaigns and automation.

Tags & Segments

Tags help segment contacts for campaigns and filtering.

• Create tags from the Contacts UI or during import.
• Use tags in Broadcasts to target specific groups.
• Tags can be edited or removed at any time.

Importing Contacts

If you already have customer data stored externally, you can import it into Socialone.

1. Click Import on the Contacts page.
2. Download the Sample CSV File for reference to ensure your file follows the correct format.
3. Upload your CSV file and map columns to fields.
4. During import, you can apply one or more tags to all imported contacts at once.
5. Click Import to complete the process.

This saves time when onboarding a large number of contacts and ensures your database remains consistent.

For any date fields (e.g., date of birth), use ISO format:YYYY-MM-DD (example: 1994-08-12).

Contacts Dashboard & List View

All saved contacts appear in the Contacts dashboard in a structured table view. The following details are displayed:

• Name
• Email
• Phone Number
• Contact Type (Individual or Business)
• Customer Type
• Lifecycle Stage
• Tags
• Last Updated

From this dashboard, you can:

• Edit a contact to update any field.
• Delete a contact if it is no longer needed.
• Bulk actions for export or delete.

The list view ensures quick navigation, searching, and access to the most important customer information.

Automatic Contact Creation

You don't always have to create or import contacts manually. Socialone automatically saves contacts in the following scenarios:

• Messages: New conversations can create contacts automatically.
• Forms: Submissions can save contact details.

This automation ensures your database grows naturally as customers interact with your business.

Filters & Broadcast Integration

One of the most powerful advantages of Contacts is its direct integration with WhatsApp Bulk Messaging. Instead of uploading CSV files every time you want to run a campaign, all your saved contacts are instantly available for use.

You can apply advanced filters to target the right audience:

• Created Date: Filter contacts by the date they were added.
• Customer Type: Narrow down contacts based on their classification (Lead, Prospect, Customer, etc.).
• Lifecycle Stage: Target customers based on their journey stage.
• Tags: Send campaigns to specific tagged groups.
• Location: Filter by geographical location.
• Business Details: Use business-related fields for targeting.

Example Workflow:

1. Go to Broadcasts.
2. Select Filter by Tag and choose "Leads".
3. Validate the filter — the system will show the matching contact list.
4. Confirm selection and send your bulk message directly.

No extra uploads are needed, making campaign setup fast and seamless.

Key Benefits

• Centralized Storage: All customer details are maintained in one place.
• Flexible Data Entry: Add contacts manually, import via CSV, or let the system capture them automatically.
• Smart Organization: Use tags, customer types, and lifecycle stages to categorize contacts.
• Seamless Messaging Integration: Instantly use your contact database for WhatsApp bulk campaigns without re-uploading files.
• Time-Saving Automation: Contacts are auto-created from replies and forms, reducing manual work.
• Scalable Management: Easily manage individual records or thousands of imported contacts.

Common Blockers & Fixes

• Import failed: confirm your CSV matches the sample format and map required fields.
• Missing tags after import: ensure tags are applied in the import step or add them in bulk afterward.
• Duplicate contacts: standardize phone numbers with country code to avoid duplicates.

Next Steps

• Personalization & Variables
• Broadcasts Overview
• Creating Forms

Still Need Help?

If you have questions, reach out to our Support Team or check the FAQs for more information.