Sub Account - Contacts Overview

This guide provides an overview of the Contacts section in your Voicemetrics Sub-Account, including managing customer details, tracking interactions, and segmenting audiences for improved communication.

1. Create and Customize Contact Views

Add New Contacts

• Click Add Contact to add customer information.

• Mandatory fields: Contact Name and Phone Number.

• View all contacts or use filters like lists, tags, or customer types for selective viewing.

For more details, refer to: How to Add a New Contact?

2. Lists: Organize Your Audience

Create Custom Lists

• Click Add List and provide a name for the list.

• Edit or delete lists anytime to maintain organization.

For more details, refer to: What is a List, and How Does it Work?

3. Tags: Segment by Behavior

Create Custom Tags

• Click Add Tag and define tags for behavioral segmentation (e.g., Interested, Not Interested).

• Tags can be edited or deleted at any time.

For more details, refer to: What is a Tag, and How Does it Work?

4. Custom Fields

Create Custom Fields

• View System Fields (uneditable due to dependency) and Custom Fields for personalized customer data.

• Create and manage custom fields to fit your business needs.

Delete or Hide Custom Fields

• Hide custom fields anytime using the eye icon.

• Fields cannot be deleted as it may affect existing data.

For more details, refer to: How to Create Custom Fields?

5. Import / Export Contacts

Import Contacts (CSV)

• Ensure CSV files contain Name and Phone Number fields.

• Max file size: 16MB.

• Select your Contact List and upload the CSV file.

• Map CSV Columns with available fields, then Click Import.

For more details, refer to: How to Import Contacts?

Export Contacts (CSV)

• Select your Contact List and click Export CSV.

• Review the Number of Contacts available in the list.

• Tap Export to download the CSV file.

For more details, refer to: How to Export Contacts?

6. Webhooks: Automate Communication

Webhooks facilitate real-time, automated communication between applications without the need for manual intervention.

Examples:

• Lead Automation: Receive leads from Google Ads or websites.

• Contact Updates: Sync contact details with external systems.

Steps:

• Tap Create Webhook, provide a name, and a default webhook URL will be generated.

• Copy and Save the URL for integration with destination websites or Google Ads landing pages.

• Use View Logs to review sample data.

• Edit and Map Webhook Fields to contact fields.

For more information, refer to: What are Webhooks, and How Do They Work?