Contacts
Manage your contacts effectively
Last updated
Manage your contacts effectively
Last updated
Using the Contact module of RUM Work, you can add, edit, remove, shortlist, blacklist, and perform more actions to your contacts to manage them effectively and per requirements. The module provides you with a lot of options that make it easier to use contacts for different reasons.
To access the Contacts from your Dashboard, go to the left sidebar → Contacts → Contacts.
To add a new contact, click New Contact.
Then, in the New Contact pop-up, enter the details as needed. And once done, click Add to save the contact.
To add contacts by uploading a file, click Import Contact.
A modal will appear with the options to choose the Country Code, Add Tags, and Select the file. If the file already has a country code for the contacts, you can tick the Phone Number have country code checkbox.
Otherwise, first, select the country code, then add tags (if required), and add the contacts' file from your local system.
As you do that, you'll see your contact numbers and other details in the modal. Once you're satisfied, click Next.
On the next screen, ensure that all the information is assigned to the right column. If everything is correct, click Next.
It'll take a few moments to upload the contacts, and once the process is completed, you can click Finish.
Click Import Blacklist.
Then, tick the Phone Number have country code checkbox; if the file already has a country code for the contacts.
Otherwise, first, select the country code and then select the contacts' file from your local system.
Click Next.
On the next screen, ensure that all the information is assigned to the right column. If everything is correct, click Next.
Then, click Finish to complete the import.
The Basic Filter options let you quickly sort contacts.
By default, you see All Contacts; however, using the available options, you can filter contacts and,
View contacts that are Pinned, using the Starred contacts option.
View Contacts that are Blocked, using the Blacklisted option.
Not WhatsApp - View contacts that aren't in WhatsApp Channels.
Created Today - View Contact(s) that's created on the current date.
Tags - Filter contacts based on Tags.
Channels - Filter contacts based on Channels.
Click the Filter button to access the filter options.
The filter options available are,
Columns
Operator
Value
First, you need to select the column on the basis you want to filter the contacts. There are 10 options from which you can select the column.
After selecting the column, select the Operator that will verify the Value in the column. There are 9 operator types from which you can select one.
IS - The Column and Value should exactly match to apply the filter.
STARTSWITH - The value in the Column should start with the value in the Value field to run the filter.
CONTAINS - If the value in the Column includes the value in the Value field, the filter will run.
IS NOT - To apply the filter, the Column field should not match with the Value field.
DOES NOT CONTAIN - To apply the filter, the Column field doesn't include the instances of the Value field.
IN - The Contact(s) In the particular Tag(s).
NOT IN - The Contact(s) Not In a particular Tag(s)
MATCHES - The Channel Name Should Match the Value.
BETWEEN - The Contact(s) Created or Updated Between the Date Range.
Once selected the operator, enter the value or select the option available in the Value field. The value field based on Column provides you with different options that are,
Tag list for the Tag column.
User / Group for the Contact Type column.
Channel names for the Channel Name column.
Date Range (Today, Yesterday, This Week, This Month, and Custom) for Created At and Updated At column.
After adding the values in the fields, click Submit. And this will show the filtered contacts.
And to reset all the filters, simply click Reset.
To download contacts, click the Download button.
Make changes to the details, and once done, click Save.
First, select the contacts to which you want to make changes.
A popup will come with the options to
Add Tags
Remove Tags
Remarks
Select one from the above and make changes as required.
Select the campaign to which you want to add the contacts, and then click Save.
That's it; you've added the contacts to a Drip Campaign.
Then, click the Confirm button to finalise deleting.
In the Bulk Delete popup, click the Confirm button.
From the available options, either select
Block
Or Unblock.
Then click the Confirm button to finish the action.
From the available lists, select the ones to which you want to add the contacts, and then click the submit button.
If you want to add more filter groups, you can click the Plus button iconnext to the delete button.
Or, if you want to add another filter in the same group, click the Plus buttoninside the filter group.
To delete a Filter Group, you can click the Delete buttonassociated with that group.
And to delete a filter, you can simply click the Cross buttonassociated with the particular filter rule.
Click the Menu buttonthen check/uncheck which column you want to view and which doesn't.
Click the Edit Button Icon
Then click the More Options buttonnext to Bulk Select, and then select Bulk Update.
Select the contacts you want to add to the Drip Campaign. Once selected, click theMenu button next to bulk select, and then click Add to Drip Campaign.
Click the Trash Button iconassociated with contact to delete it.
First, select the contacts you want to delete. Then click on the More options buttonand then click Remove.
To Block or Unblock a contact(s), first, select the contacts, then click theMore Options button.
To add contacts to a contacts group, first, select the contacts. Then, click theMore Options button, and then click Add to List.
To access Chat directly from the Contacts module, click theChat Icon Button. It will open the chat with the associate contact.
