Contacts Overview & Best Practices

Managing contacts effectively is crucial for successful communication, campaigns, and customer support. This section provides an overview of contact management in Convers8 and best practices to keep your database organized and actionable.

Contacts Overview

Contacts in Convers8 are individuals whose information you have recorded to facilitate communication and engagement. All contact-related actions—including adding, importing, editing, and deleting—are centralized in the Contacts section.

Key features include:

• Adding Contacts: Manually add individual contacts with name, phone number, and email
• Importing Contacts: Bulk upload multiple contacts using CSV, XLS, or XLSX files.
• Editing Contacts: Keep contact information accurate and up-to-date.
• Deleting Contacts: Remove inactive or unwanted contacts to maintain a clean database.
• Contact Segmentation: Use broadcast lists to group contacts by category, such as loyal customers, regional groups, or high-value clients.

Best Practices for Contact Management

1. Keep Data Clean and Consistent

   • Use international phone formats for WhatsApp numbers.
   • Avoid duplicates by checking existing contacts before adding new ones.
   • Standardize naming conventions for easy search and segmentation.

2. Regularly Review Your Database

   • Periodically remove inactive contacts or correct outdated information.
   • Keep a backup before bulk deletion or import.

3. Segment Contacts for Effective Communication

   • Utilize broadcast lists to segment contacts for personalized broadcasts or campaigns.

4. Ensure Compliance

   • Maintain consent records for contacts to comply with local data privacy laws.
   • Avoid messaging contacts who have opted out.