Chatman : WhatsApp Automation Platform
  • 👋Welcome To Chatman: An Overview
    • How To Get Started With Chatman
      • How To Book Demo With Chatman
  • Chatman Functions
    • Shared Team Inbox
      • Search Customer
      • Filter Customer List
        • Default View
        • Create View
      • Assign Chat
      • Close Chat
      • Response Types
        • Text Reply
        • Internal Note
        • Canned Message
        • Template
        • Blocks
        • Catalog
        • Emojis
        • Multi-Media Messages
      • Customer Hub
        • User Attributes
        • Custom Attributes
        • User Tags
        • Conversation Labels
        • Notes
        • Event History
        • Export Chat History
        • Mark The User Spam
      • Customer 360
    • Audience
      • Create Contact
      • Audience Table
      • Search Contact
      • Filter Contact
    • Templates
      • Create Template
        • Template Making Guidelines
      • Active
      • Archive
      • Library
    • Segment
      • Add Segment
        • Static Segment
        • Live Segment
      • Search And Filter Segment
    • Blocks
      • List Messages
      • Reply Messages
      • Flows
      • Flows Messages
    • Campaign
      • One Time Campaign
      • Triggered Campaign
      • Recurring Campaign
      • Drip Campaign
      • Post Campaign Trigger
      • Campaign Report
        • Statistics
        • Report
    • Instinct-AI
      • Train To Bot
      • Intents
      • Catch All
      • Summary
    • Journeys
      • Display Cards
        • ✉️Message Card
        • 📹Video Card
        • 🎙️Audio Card
        • 📸Image Card
        • 📩Interactive Message
        • Interactive Flow
        • 📃Document Card
        • User Input Card
        • List Message Card
        • Phraser Card
        • URL Card
        • Send Catalog Card
        • Single Product Catalog
        • Multi Product Catalog
        • 📍Provide Address
      • Rule Cards
        • Go-To Card
        • A/B Splitter
        • Run-If Card
        • Time Delay Card
        • End Conversation
      • Utility Cards
        • Tag/Untag
        • Subscribe/Unsubscribe
        • Label/Unlabel
        • Setup Attribute
        • JSON API
        • Custom Script
        • Handoff
        • Send Template
        • DND
        • Comments
      • Plugin Cards
        • Shopify Cancel Order
        • Shopify Track Order
        • Shopify Return Order
        • Zapier
        • Pabbly
        • Make
        • Shiprocket Track Order
        • SMS
        • Slack
        • Google Sheet
        • Mail
      • Business Initiated
        • Import Contact
        • Manual Add
        • Custom Event
        • Audience Field Changes
        • Subscribe To Segment
        • Unsubscribe From A Segment
      • User Initiated
        • User Utterance
        • Ad Click
      • Search & Filter Journey
      • Journey Report
        • Statistics
        • Report
    • QRcodes
    • Widgets
      • Configure Launcher
    • Assignment Rule
      • Different Ways Of Chat Assignment
    • Analytics
  • Settings
    • My Account
      • My numbers
      • Teams
      • User Groups
      • Billing
    • Inbox Settings
      • Notification
      • Agent Assist
        • Set Up Welcome Message
        • Set Up Unavailable To Chat
        • Automatic Chat Closure
      • SentiTrack
      • DND Configuration
        • Opt-Out Message Automation
        • Opt-In Message Automation
    • External Protocols
      • API Management
      • Events
      • Webhooks
      • Applications
        • Shiprocket
        • Shopify Marketing
        • Zapier
        • WhatsApp Commerce
        • Make
        • Amazon SNS (SMS)
        • Pabbly Connect
        • SMTP (Email)
        • ZOHO
          • How Zoho Works With Chatman?
        • HubSpot
          • How Hubspot Works With Chatman?
            • Run Campaigns
            • Create Journeys
        • Google Sheets
        • Woo Commerce Marketing
        • Odoo
        • Salesforce
  • Guides
    • Using Amazon SNS in Journey
    • Sending emails to new contacts via Pabbly and Gmail
    • Working of add/update subscriber via Zapier Card to Mailchimp
    • How do you use Shiprocket in Chatman?
  • First Steps
    • Basics Of Inbox Chat
    • Add Your First Intent
    • Make Your First Journey
    • Increase Your Sales With Single and Multiple Product Catalogs.
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On this page
  • Manually Add Contact
  • Bulk Upload (CSV)
  • Prerequisite of Bulk Upload CSV file
  • Download Sample CSV file
  • Bulk Upload Contact
  1. Chatman Functions
  2. Audience

Create Contact

PreviousAudienceNextAudience Table

Last updated 1 year ago

Create a new contact to add to the Chatman, which can be used for different purposes later on, say when creating a .

In Chatman contacts can be added via two methods:

Let's explore the steps of how can you add contact through any of the above methods.

Manually Add Contact

Use manual contacts when you have one or two contacts to add. Here is how you can do it:

  1. Under Audience, tap 'Create Contact' and select 'Manually Add Contact' from the dropdown.

  1. A Create Contact form will appear; enter all the details like name, contact, email, city, zip code, and more of the contact you want to add.

It is necessary to enter a valid contact name and number for contact creation. Filling other fields isn't necessary for creating the same.

If you don't have the contact name, you can simply put the contact number in the name box for creating the contact.

  1. Tap on the 'Create' to add the contact.

The contact created will now be visible in the Audience Table.

Bulk Upload (CSV)

Bulk upload option is very helpful when you want to add a large number of contact say 10 or more. The option works properly only when you have created the CSV file in the specified format.

Only a CSV file in a specified format is acceptable.

Here are the other prerequisites that you need to adhere to:

Prerequisite of Bulk Upload CSV file

  • The file size should not exceed 10 MB.

  • The file should have at least two columns for Phone Number and Country Code.

  • The file can have up to 50,000 contacts.

  • If the file has duplicate phone numbers, only one contact will be added for each number.

  • If the file has phone numbers that already exist in your account, the existing contacts will be updated with the new information from the file.

You can download a sample CSV file for better understanding.

Download Sample CSV file

  1. Under Audience, tap 'Create Contact' and select 'Bulk Upload (csv)' from the dropdown.

  1. A bulk upload page will appear, tap download sample CSV to download the file. You can also download the file from below. Here is an overview of the file:

insert

Once you know the prerequisites and the pattern of the CSV file, here is how you can upload the file.

Bulk Upload Contact

  1. Click on the Create Contact option available on the Audience Page.

  1. From the drop-down that appeared, tap on 'Bulk Upload (csv)'.

  1. A bulk upload page will open up.

  1. Tap on 'Upload file' button.

  1. Simply drag-drop or browse the CSV file on your system whose contents need to be imported.

insert

  1. The list of contacts your CSV file entailed will now be visible in the audience table with all the inserted data.

While uploading, ensure that the CSV file has the and fulfills the .

specified format
conditions for uploading
business-initiated journey
Manually Add Contacts
Bulk Upload (CSV)
218B
Bulk Upload Contact Sample .csv