Contacts

Getting Started with Contacts

Welcome to the Contacts module of elfoA2P, where you have the power to efficiently organize and manage your contacts. Whether you’re creating segments, customizing columns, or performing bulk actions, this guide will walk you through the essential features of the Contacts dashboard.

To embark on your contact management journey, simply follow these steps:

Navigate to the side navigation menu.

Click on “Contacts.”

Components of the Contacts Module

The Contact’s Module is composed of three main components:

• Segments

On the left side of the Contacts module, you’ll find Segments. Utilize Segments to categorize contacts based on specific criteria and filters, streamlining your contact organization.

• Contacts Table

The Contact’s Table is your central hub for managing contact records. Sort and customize columns to tailor the display based on your preferences. Click on a contact’s phone number to access their profile, which includes a name (or the phone number if no name is available).

• Contacts Menu

Situated at the top of the Contacts Module, the Contacts Menu houses essential functionalities:

Add Contact Button: Easily add new contacts to your database.
Import Contacts: Contact import allows you to add and update multiple Contacts on the platform.

Add Segment Button: Create segments for targeted communication.

Search Bar: Quickly locate specific contacts by entering relevant queries.

Adding Contacts
Follow these simple steps to add a contact:

1. In the Contacts Module, click the “+ Add Contact” button.
2. Fill in the contact information in the form provided.
3. Review the information and click “Add.”

Searching and Exporting Contacts

Efficiently find and export contacts using these features:

Input your query in the search box to quickly locate specific contacts.

Exporting Contacts

Click “Export CSV” in the action menu to export contacts from the module.


Customizing Columns
Tailor the Contacts Table to your needs by customizing columns:

1. Select “Customize Columns” from the Actions menu.
2. Choose the columns you want to display by selecting the corresponding checkboxes.
3. The column display will automatically update to reflect your selections.

Selecting Multiple Contacts

To select Contacts, check the box to the left of their respective names in the Contact row. Alternatively, select all Contacts after applying the desired filters. Once selected, you can then perform the following actions.

Delete Multiple Contacts

1. Select contacts to delete.
2. Click the “Delete” button.
3. Confirm the deletion in the pop-up.

Assign Tags to Multiple Contacts:

1. Select contacts to tag.
2. Click the “Assign Tags” button.
3. Input your desired tags and click “Add Tags” to assign them.

Effortlessly organize and optimize your contact management with elfoA2P’s Contacts module. Start exploring the features now and streamline your communication processes. Elevate your contact management game with elfoA2P!

Navigating to Contact Details

Easily retrieve detailed information for each contact using the following methods:

Click on the contact’s row or number to access their details. Utilize the menu associated with each record to view contact details.

Understanding Contact Fields

Contacts are defined by specific fields that provide context and assist users in addressing their queries. You have the flexibility to customize the order of these fields within the Contact Fields Module.

Editing Contact Information

Effortlessly update a contact’s name by following these steps:

• Hover over the number or row until a contact drawer appears.
• Click on each box to edit any field info.
• After making the desired changes, click the enter to confirm.

Manage Custom Field(s)

Custom Fields configured in the contact dashboard are seamlessly integrated into contact details. Update the values based on the respective field types to enhance the depth of your contact information.

Type in the title of the custom field(s) you wish to add or delete from your contacts. Take note that Once deleted, this action cannot be undone. 

Managing Tags

Tags play a pivotal role in organizing users and facilitating effective contact filtering. Make changes to tags with ease:

• Adding a Tag: Type the desired tag into the field, selecting from suggested matches or creating a new tag by hitting Enter.
• Removing a Tag: Eliminate irrelevant tags by clicking the X associated with each tag.

Delete Contact(s)

Click the checkbox next to number to select if you want to remove the contact from database of contacts:

• Delete Contacts: If a contact is no longer relevant, consider deleting it. Exercise caution, as this action is irreversible and will remove associated messages.

Import Contacts: Upload and Update Contacts

What is Contact Import?

Contact Import is a feature designed to add and update multiple contacts on the elfoA2P platform efficiently. It simplifies the process of bulk updating and uploading contacts, offering a practical solution for managing extensive contact lists.

Importing Contacts

The Contact Import process involves two methods:

• Upload Excel file.
• Upload txt file.

Part 1: Initiate a Contact Import

To kickstart the contact import process:

Step 1: Navigate to the Contacts Module and click on the arrow in the Add Contact button > Import Contacts.

Step 2: Upload a CSV file containing contact details. Ensure the file meets specific requirements such as file format, size, and including necessary information like phone numbers with country codes.

Step 3: Select the import purpose, specifying whether to add new contacts, update existing ones, or perform a combination of both.

Step 4: Add tags for the contacts being added or updated, enhancing organization and categorization.

FAQ and Troubleshooting

• How many files can I import at a time?
  • Only one file can be imported per session.
• Why can’t I start a new import?
  • Only one import job can be in progress simultaneously. Wait until the ongoing job is completed before initiating a new one.
• Are Tags compulsory for Contact imports?
  • No, they are not mandatory. Tags can be added, updated, or removed as needed.
• Why are some existing Contacts not identified by the phone number identifier?
  • The phone number format must match exactly between the CSV file and the database for proper identification.

Segments: Organize and Categorize

What are Segments?

Segments are sets of contacts grouped based on specific criteria using tags. They play a crucial role in categorizing contacts for SMS campaigns and are accessible in the Contacts Module.

Creating a Segment

To create a new segment:

Step 1: In your Workspace, go to Contacts > Click the + Add Segment button.
Step 2: Enter a name for your new segment and click Save.

Add Tags to Your New Segment

Step 1: Select your newly created segment from the left-side menu > Click the 3 dots; a pop-up will appear.
Step 2: Update your segment by adding or removing tags. Contacts meeting the criteria will appear on the contact list.
Step 3: To save your segment, click the Update Segment button.

Editing a Segment

To edit a segment with different tags, click the segment name/action icon > Edit the selected segment. You can modify conditions and save the edited version as a new segment.

Renaming and Deleting a Segment

• Renaming: Click the action icon and select Rename.
• Deleting: Click the action icon and select Delete.

FAQ and Troubleshooting

• How does a contact automatically enter or exit a segment?
  • Segments automatically update whenever a contact matches certain tags assigned during addition or upload.