Category: 03. Contacts

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

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

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

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

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

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. How to add contactsYou can add new contacts in various ways:

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

The connection with the ERP allows synchronization of transactions made with your contacts in Zenvia Customer Cloud, showing data such as date, time, amount, and products purchased in the last transaction. This integration enables campaign segmentation based on your customer's consumption behavior.

Link contacts to companies and departments, and integrate individual information into an organizational structure. With the linking of contacts to companies and departments, it is possible to: Support service: Create queues and specific workflows by company, ensuring support is more aligned with or

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