NxAi Tutorials · Ep 62:27

Add & import contacts

Add contacts by hand or from a CSV file, tag them, and record marketing consent the right way.

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Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, you'll add your customers to NxAi, one by one or a whole list at once.

0:10What you'll do

We'll tour the Contacts page, add a contact, import a CSV file, and see how marketing consent works.

0:18The Contacts page

In the menu, open Contacts, then All contacts. This is everyone your workspace can message on WhatsApp. People who message you appear here automatically. The quick filters show who has opted in, who hasn't, and who stopped marketing messages.

0:36Add a contact

To add someone by hand, click New contact. Enter their WhatsApp number with the country code, their name and email, add a tag if you like, and click Save.

0:52Prepare your CSV file

To add many customers at once, prepare a CSV file. Give it a header row, a column with each WhatsApp number including the country code, and any other details you have, like name, email or city.

1:06Import & map columns

Click Import, and choose your CSV file. Then match its columns: the WhatsApp number, name, email and tags. If you've created your own contact fields, they show up here too.

1:21Tag the batch & opt in

Below, NxAi tags the whole batch with today's date, and you can add your own tag too, so you can find these people later. If they agreed to receive WhatsApp messages from you, tick the box to opt them in. NxAi keeps a consent record for each one.

1:40Import report & duplicates

Click Import. The report shows how many contacts were created, updated, skipped, or had errors. A number that's already in your contacts is updated, never added twice. Click Show the imported contacts to see the batch.

1:57Marketing consent

Only opted-in contacts receive marketing messages. Anyone who replies unsubscribe is marked as stopped, and stays stopped until they reply subscribe. To opt in a group of contacts later, tick them, and click Opt in in the bar that appears.

2:15Next episode

In the next episode, we'll organise your contacts with groups and custom fields. If this video helped, subscribe, and see you in the next one!

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