🎨Add Contacts
Adding a contact in OwnChat is straightforward, with options for customization. Once added, contacts integrate seamlessly into your records, ensuring easy access and management within the platform.
Methods to Add Contacts
Explore various methods in OwnChat to add customer contacts, whether it's adding one at a time or importing multiple contacts from a spreadsheet. Efficient management enhances communication and personalizes outreach efforts.
Single Customer Contact Creation
Bulk Upload Customer Contact Creation
Contact creation via API
Single Customer Contact
This quick guide will show you how to easily add a single customer contact to your Ownchat account.
Steps to Add a Single Customer Contact:
Navigate to the Contacts Screen which is located in the side menu of your Ownchat account.
Click on Add Customer which is typically located in the top right corner of the Contacts screen and it shows a dropdown menu with options for adding contacts.
Select New from the Drop-Down Menu to create a single customer contact.
Enter Customer Details:
a.Name: Enter the customer's full name or your preferred name. It's a mandatory field
b. Mobile Number: Fill in the customer's mobile number, ensuring the country code is prefixed with the mobile number. It's a mandatory field
c. Allow Broadcast: You can enable or disable this option to control whether the customer receives marketing messages. It's an optional one.
d. Tags: If you want to add tags to the customer, provide them which helps to organize and segment your contacts. It's an optional one.
Save the Contact: Once you've entered the customer details, click the Create button to save the new contact to your Ownchat records.
Now customer's contact information will now be displayed in your Ownchat account, allowing you to easily initiate chats or send targeted messages.
By following these steps, you can efficiently manage individual customer contacts in Ownchat, enhancing your communication and marketing efforts.
Bulk Upload Customer Contact:
Managing customer contacts efficiently is vital for any business, be it a small startup or a large corporation. By streamlining the process of importing multiple customer contacts from a spreadsheet to your Ownchat account, you can save time and ensure accurate data management. This guide will walk you through an efficient bulk upload process that simplifies customer database management. in short
Step 1: Accessing the Bulk Upload Feature
Navigate to the contact screen on your Ownchat account.
Click on "Add Customer" located at the top right corner.
From the drop-down menu, select "Bulk Upload" to initiate the process.
A dialog box will appear, prompting you to proceed with the bulk upload.
Step 2: Preparing the Spreadsheet
Download the provided sample Excel file.
Open the file and review the sample data provided in the second row.
Fill in the necessary information in the respective columns.
Pay attention to details such as the country code, which should be prefixed with the mobile number (e.g., 91 for India, not +91).
Step 3: Saving and Uploading the File
Save the filled spreadsheet in CSV format.
Upload the CSV file to the Ownchat platform.
Optionally, provide a name for the import file and add tags for segmentation purposes.
Click on the "Continue" button to initiate the data processing, which may take a few minutes.
Step 4: Tracking Upload Progress
To monitor the progress of your upload, navigate to "Upload history" under settings.
Here, you can track the status of your file as it undergoes processing.
Once the processing is complete, you'll receive a summary highlighting the number of created, updated, and duplicate contacts.
Step 5: Accessing Uploaded Customer Records
Head back to the Contact screen on your Ownchat account.
You'll find all the uploaded customer records neatly organized for easy access and management.
Step 6: Handling Errors
In case of any errors during the upload process, Ownchat provides a solution.
Download a report highlighting the failed uploads and detailing the errors encountered.
Use this report to quickly rectify any issues and re-upload the corrected file for seamless data management.
With this efficient bulk upload process, managing your customer database on Ownchat becomes effortless and streamlined. By following these steps, you can ensure accurate data importation and efficient customer management, ultimately enhancing your business operations.
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