Create Contact
Last updated
Last updated
Create a new contact to add to the Chatman, which can be used for different purposes later on, say when creating a business-initiated journey.
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.
Use manual contacts when you have one or two contacts to add. Here is how you can do it:
Under Audience, tap 'Create Contact' and select 'Manually Add Contact' from the dropdown.
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.
Tap on the 'Create' to add the contact.
The contact created will now be visible in the Audience Table.
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:
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.
Under Audience, tap 'Create Contact' and select 'Bulk Upload (csv)' from the dropdown.
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:
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Once you know the prerequisites and the pattern of the CSV file, here is how you can upload the file.
Click on the Create Contact option available on the Audience Page.
From the drop-down that appeared, tap on 'Bulk Upload (csv)'.
A bulk upload page will open up.
Tap on 'Upload file' button.
Simply drag-drop or browse the CSV file on your system whose contents need to be imported.
While uploading, ensure that the CSV file has the specified format and fulfills the conditions for uploading.
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The list of contacts your CSV file entailed will now be visible in the audience table with all the inserted data.
