Sub Account - Contacts Overview

Sub Account - Contacts Overview

This guide provides an overview of the Contacts section in your Voicemetrics Sub-Account, including managing customer details, tracking interactions, and segmenting audiences for improved communication.

1. Create and Customize Contact Views

Add New Contacts

  • Click Add Contact to add customer information.
  • Mandatory fields: Contact Name and Phone Number.
  • View all contacts or use filters like lists, tags, or customer types for selective viewing.

For more details, refer to: How to Add a New Contact?

2. Lists: Organize Your Audience

Create Custom Lists

  • Click Add List and provide a name for the list.
  • Edit or delete lists anytime to maintain organization.

For more details, refer to: What is a List, and How Does it Work?

3. Tags: Segment by Behavior

Create Custom Tags

  • Click Add Tag and define tags for behavioral segmentation (e.g., Interested, Not Interested).
  • Tags can be edited or deleted at any time.

For more details, refer to: What is a Tag, and How Does it Work?

4. Custom Fields

Create Custom Fields

  • View System Fields (uneditable due to dependency) and Custom Fields for personalized customer data.
  • Create and manage custom fields to fit your business needs.

Delete or Hide Custom Fields

  • Hide custom fields anytime using the eye icon.
  • Fields cannot be deleted as it may affect existing data.

For more details, refer to: How to Create Custom Fields?

5. Import / Export Contacts

Import Contacts (CSV)

  • Ensure CSV files contain Name and Phone Number fields.
  • Max file size: 16MB.
  • Select your contact list and upload the CSV file.
  • Map CSV columns with Voicemetrics fields, then click Import.

For more details, refer to: How to Import Contacts?

Export Contacts (CSV)

  • Select your contact list and click Export CSV.
  • Review the number of contacts available in the list.
  • Tap Export to download the CSV file.

For more details, refer to: How to Export Contacts?

6. Webhooks: Automate Communication

Webhooks enable real-time, automated communication between apps without manual intervention.

Examples

  • Lead Automation: Receive leads from Google Ads or websites.
  • Contact Updates: Sync contact details with external systems.

Steps

  • Tap Create Webhook, provide a name, and a default webhook URL will be generated.
  • Copy and save the URL for integration with destination websites or Google Ads landing pages.
  • Use View Logs to review sample data.
  • Edit and map webhook fields with Voicemetrics fields.

For more details, refer to: What are Webhooks, and How Do They Work?

Need Help?

For troubleshooting, refer to the Knowledge Base or contact our Support Team ([email protected]). 

Thank you for choosing our Voicemetrics!

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