Category: 03. Contacts

Results found: 15

Invalid contacts

Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.

Importing contacts from a file to Zenvia Customer Cloud

There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way. ⚠️ Attention: This feature is only available

Contacts Base

The Contact Base centralizes all your customer and lead data in one place, making it easy to access and manage in a unified way.  In this article, see how to use the main features to add, customize, and filter contacts. Contact base featuresWith the Contact Base, you can: Add contacts: Import contac

Sales contact management

The Sales Contact Management panel allows you to manage and view information of the contacts who have gone through commercial interactions in your organization. Here you will find data such as interests, contact origin, responsible agent, and the status of the interaction. ⚠️ Attention: This functio

How to add or edit contact information

Understand the different ways to add contacts to your database and explore editing options, including basic information, companies, departments, and customizations with extra fields. This ensures your database is organized and up-to-date. Agents can only add contacts through the Commercial Service.

Contact profile in Zenvia Customer Cloud

Your communications achieve better results when you know your audience better. In Zenvia Customer Cloud, you can consult all the information and events related to each customer directly in the contact's profile. ⚠️ Attention: Users with the Agent profile can only view contact data. Only users with t

Contact List in Zenvia Customer Cloud

Contact lists allow you to organize and segment contacts efficiently, making it easier to send targeted messages and personalized campaigns. Below, learn how to create, manage, and use lists in Zenvia Customer Cloud. ⚠️ Attention: A contact can belong to multiple lists simultaneously, with no quanti

Contacts Base API in Zenvia Customer Cloud

Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API. What is an API and how to use it The acronym API stands for Application Programming I

Request contact export in Zenvia Customer Cloud

In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking. To get started, go to Contacts > Contact Base > My Contact Exports. Export to CSV File ⚠️ Attention: This feature is available only for users with Operator or Admin profiles and for all plans.

Best practices for validating contacts in Zenvia Customer Cloud

Zenvia Customer Cloud offers tools to ensure your messages are sent correctly and that your contact base is always up to date. Below are some recommended practices: Contact Validator: Go to Contacts > Invalid Contacts to use the contact validator and correct possible errors in the registered phone