👥Bulk Contacts & Groups

Bulk Contacts Feature Documentation

The Bulk Contacts feature in the WhatsApp Official Cloud API Chat module for Perfex CRM allows users to manage and communicate with a large number of contacts efficiently. This feature is particularly useful for importing, organizing, and targeting contacts for campaigns, customer engagement, and marketing automation.

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Accessing Bulk Contacts

1. Navigate to Bulk Contacts From the left sidebar menu, click on WhatsApp > Bulk Contacts (New & Beta).

2. You will be directed to the Bulk Contacts List screen, where you can manage existing contacts or import new ones.

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Key Features of Bulk Contacts

1. Import Contacts via CSV

   • Upload contacts in bulk using a CSV file. This ensures efficient management of large contact lists.

   • A sample CSV template can be downloaded for reference.

2. Group Assignment

   • Assign contacts to specific groups during import to organize them for targeted campaigns or communication.

3. Create New Contacts

   • Manually add individual contacts to the list with detailed information, such as:

     • Name

     • Company Name

     • Phone Number

     • Address (City, State, Country)

     • Description

     • Groups for categorization.

4. Contact Organization

   • Contacts can be categorized into groups, making it easy to target them with campaigns or manage them for different purposes.

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Using Bulk Contacts

1. Importing Contacts

• Click on the Import Contacts button on the Bulk Contacts List screen.

• In the popup window:

  1. Upload CSV File: Choose a CSV file from your computer. Ensure the file includes columns for:

     • Name, Number, Company, Address, City, State, Country, and Description.

  2. Assign to Groups: Select the group(s) where these contacts should be added. You can create new groups under the "Groups" section if needed.

  3. Click Import to add the contacts.

Note: A CSV template can be downloaded for proper formatting by clicking on the Download Sample CSV link.

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2. Adding a New Contact

• Click on the Create New Contact button.

• Fill in the required fields in the form:

  • Name: Enter the full name of the contact.

  • Company Name: (Optional) Specify the contact's company.

  • Phone Number: Enter the WhatsApp phone number of the contact.

  • Address: Enter the detailed address of the contact (City, State, Country).

  • Description: Provide any additional details about the contact.

  • Groups: Assign the contact to one or more groups for better organization.

• Click Create Contact to save the contact.

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3. Managing Groups

• Navigate to Groups (New) under the WhatsApp section.

• View all groups and their descriptions. Each group displays the total number of contacts.

• You can Edit or Delete groups as needed:

  • Edit: Update the group name or description.

  • Delete: Remove the group if it is no longer required.

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4. Campaign Integration

• After adding or importing contacts, you can use the Campaigns feature to target them with bulk messages.

• Create a new campaign by selecting the desired group(s) or individual contacts as the recipients.

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Best Practices for Bulk Contacts

1. Use Proper Formatting for CSV Files

   • Ensure all phone numbers include the correct country code for WhatsApp messaging.

   • Avoid duplicate entries in the CSV file.

2. Organize Contacts into Groups

   • Assign contacts to groups like Leads, Customers, or specific campaign categories to streamline communication.

3. Verify Contact Data

   • Double-check imported data for accuracy to avoid messaging errors or invalid numbers.

4. Follow WhatsApp Policies

   • Avoid spamming or sending unauthorized messages. Ensure all communications comply with WhatsApp’s policies to prevent account restrictions.

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By leveraging the Bulk Contacts feature, users can streamline their contact management and execute campaigns with greater efficiency.