NxAi Tutorials · Ep 72:11

Contact groups & custom fields

Create your own fields and build groups that update themselves, ready for campaigns and follow-ups.

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Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, you'll organise your contacts with custom fields and groups, so the right message reaches the right people.

0:11What you'll do

We'll create a custom field, fill it in on a contact, build a group that keeps itself up to date, and see where you use it.

0:21Contact fields

Under Contacts, open Contact fields. These are extra details you keep on every contact, beyond name, number and email, like city, plan or a renewal date. You'll see them on each contact, use them to build groups, and put them into your messages.

0:39Create a field

Click New field. Give it a name, like City, and choose its type: text, number, date, or yes or no. The key is filled in for you, and can't change later. Click Save.

0:55Fill it in on a contact

Now every contact has a City field. Edit a contact, fill it in, and save. When you import a CSV file, you can map a column straight into it.

1:08Create a contact group

Next, groups. Open Contact groups, and click New group. Give it a name your team will recognise. Then choose who's in it: by tags, WhatsApp opt-in, marketing status, last activity, when they were added, or your own contact fields.

1:28Rules & dynamic groups

For example, everyone tagged demo customers who has opted in. Keep Dynamic on, so the group updates itself every time you send, and new people who match join automatically. Refresh the count, and click Save.

1:46Use your group

Your group now appears in the list, with its rules. Open it to see who's in it. You'll pick groups like this when you send a campaign or start an auto follow-up.

2:00Next episode

In the next episode, we'll invite your team and set up their roles. If this video helped, subscribe, and see you in the next one!

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