Category: 03. Contacts

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

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

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

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 rule. This way, you can focus on communication and campaigns targeted at specific groups of customers.  To

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

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 File ⚠️ Attention: This feature is available only for users with Operator or Admin profiles and for all plans.

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 the company, such as potential leads, business partners, and/or suppliers. These labels allow you to filt