Contact & Data Management

Contacts Best Practices 

• Scheduling an Automated Intro Message for New Contacts
• What contact data should I have in Message?
• How to set up an effective opt-in chain
• What is Auto Enroll and how can it be used?
• How do I handle an inappropriate contact?
• Use an Effective Opt-In Chain

CSV Files 

• What are the different types of fields?
• CSV FAQs

Editing and Updating Contacts 

• How do I see a list of contacts who are opted out?
• Import New Contacts With A .CSV Data File Upload
• How do I add new contacts and update existing contact data in the same file?
• How do I update a contact's customer_id?
• How do I edit a contact's profile data?
• How do I export contact profile data?

See all 19 articles

Troubleshooting Contact Upload Errors 

• Could not parse ‘_______’ as field name
• Multiple rows in the CSV refer to the same participant
• Duplicate CSV Column: column name
• Unrecognized Variable: variable name
• What are the error messages I see during imports & how do I fix them?

Automated Imports 

• Getting started with automated import