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
Sales contact management
Important: Before following the instructions, make sure the feature is available for your access profile.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 in
Contact Segmentation Rules in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Segmentation allows you to create filters to group contacts based on specific criteria. Segmentation rules apply these filters and return only the contacts that meet the criteria defined in the r
Contact profile in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 co
Request contact export in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 FileSel
How to create and assign labels to contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With labels, it is possible to group and categorize the contacts in your database according to your organization's needs.
For example, you can segment customers based on their relationship with
Invalid contacts
Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.
How to organize and manage contacts in a list on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In a contact list in Zenvia Customer Cloud, you can view your customers' information, including mobile phone, name, and email. Additionally, you can add new contacts, edit existing ones, or remov
Best practices for validating contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date.
Below are best practices for handling phone numbers and email addres
Contact List in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 Z