Upload Contacts

To upload contacts and details associated with it

1

Navigate to Contacts from the left sidebar.

2

Click on "Upload Contacts'' at the top right corner of the page.

The following option appears to upload contacts.

3

Upload Contacts

A bulk upload popup opens with the supported CSV format template and field list.

4

Download Template

Click Download Template to get the pre-defined CSV file. This template contains the required columns such as title, name, organization, designation, location, email, mobile number, WhatsApp number, social links, language, and tags.

5

Fill Relevant Details in the Downloaded Template

Open the downloaded CSV template and enter details in the respective columns, including: Title, Name, Organization, Designation, Location, Email, Mobile Number, WhatsApp Number, LinkedIn ID, Facebook ID, Instagram ID, Language, and Tags.

6

Add Multiple Contacts and Save Template as CSV File

To upload multiple contacts, add additional rows in the same CSV file as shown above and enter details for each contact in a new row. Then save the file in csv format in your desktop.

7

Select the CSV File

Back in the upload popup, click Select CSV file and choose the filled template from your system (or drag and drop the file into the upload area).

8

Upload Contacts

Once the file is selected and validated, click Upload to complete the process.

9

Verify Uploaded Contacts

After successful upload, the contacts will appear in the Contacts list and can be searched, edited, tagged, or grouped as needed. The Phone Number, the Email Id and the Tags will already appear on their cards. which were mentioned in the template.

Edit a Contact

To edit a contact, click on the contact card to open the Update Contact form on the right side of the screen. Modify any required details. Once all updates are made, click Update Contact to save the changes.

To make bulk updates, update the required details in the same CSV template and upload it again using the Upload Contacts option. This allows multiple contacts to be updated efficiently in one go.

Once updated, the edited contact details will be reflected in the Contacts list and can be searched, edited, tagged, or grouped as needed.

Delete a Contact

• Click the ⋮ (three dots) on the contact card.

• Select Delete Contact.

• Confirm the deletion to permanently remove the contact from the list.

Unsubscribe / Resubscribe a Contact

• Each contact card shows a button to manage subscription status:

  • Unsubscribe – Stops notifications to the contact.

  • Resubscribe – Reactivates the contact for receiving notifications.

• The status updates instantly on the contact card.