Use Cases
- Import/ Export Contact List
Steps Guide
- Audience Panel
- You will be able to search for your contact list here
- You will be able to filter out the contacts using tags, message sent and message received here。
- At the search bar you may search for the contact number using name or phone number or tags
- You can click on the + button to add a tag on your selected contact number
2. How to tag my contact by message History?
Step 1: Click on the top right corner「+」,and click 「Tag by Message History」
Step 2: select the keyword that you would like to filter out and select the date you may include rules example :
Condtions:All messages, or messages sent by me, or messages received
3. Import CSV for bulk contact upload
Step 1:
click on the Google Sheet doc below
https://docs.google.com/spreadsheets/d/10BjeuqWR4g23W9UfjaIHCzlyCMvkAxHUnR63Nr-NOx0/edit?usp=sharing
Step 2:
Duplicate the Google Sheet, and edit your own Google Sheet by with the column, “name”, phone” “tag” and “assignee”
(Remember to add country code in your phone number)
Step 3:
Select the whole chart and click on “Format”,then “Number”,then “Plain Text”
Step 4:
Download the CSV file at the download panel (Video tutorial:https://www.loom.com/share/e2358b157a4b42108ffe50cc848076d0)
Step 5:
After downloading your CSV file go back to Chatdaddy. Inside “Audience” Click on the「+」on the top right corner,and click「Import CSV」
Step 6:
Click on Import and you will successfully import your contact in bulks
F.A.Q.
No. You need to upload files ending with .csv, files ending with .xls cannot be recognized by our system.