Contacts are the foundation of your communication and marketing activities in Easify. You can add contacts individually, import them in bulk, organize them into contact groups, and manage their information from the Contacts section.
Watch the tutorial below for a walkthrough of adding and managing contacts in Easify.
You can add a contact individually by entering their details in Easify.
Follow these steps:
Navigate to Contacts > All Contacts in the left-hand menu.
Open Group View and select the contact group where you want to add the contact.
Open the three-dot menu in the group view and select Add New Contact.
Enter the contact's details in the form:
First Name: Enter the contact's first name.
Last Name: Enter the contact's last name, if available.
Phone Number: Enter the contact's phone number.
Email: Enter the contact's email address.
Company: Enter the company associated with the contact, if applicable.
Additional Information: Enter any relevant details in the additional fields.
Custom Fields: Add custom fields to store other information specific to your business, if needed. You can add up to 10 custom fields.
Ensure that the contact has either a phone number or an email address.
Click Submit to save the contact.
The contact will be added to the selected group.
If you have a list of contacts to add, you can import them into Easify using a CSV file instead of creating each contact individually.
Before uploading your contacts, prepare a CSV file containing the contact information you want to import. You can download a sample file and refer to it to prepare your CSV File.
Include the relevant contact details, such as first name, last name, phone number, email address, and company.
Ensure that the column headers and data are formatted correctly.
Check for duplicate contacts and missing required information.
Save the file in CSV format. Easify accepts contact uploads in CSV format only.
Navigate to Contacts in the left-hand menu.
Open Group View and select the group into which you want to import contacts.
Click Import.
Select and upload your prepared CSV file.
Follow the on-screen instructions to complete the import.
After uploading your contacts, you can track the import status and review the details in the Import History section.
Navigate to Contacts > Import History.
Review the import records to check the file name, contact group, total contacts, skipped contacts, stored contacts, and import status.
Check the Status column to confirm whether the import is completed.
To view the details of an import, click the three-dot menu under Actions and select View.
If any contacts were skipped during the import, select Export Skipped from the same menu, where available, to download the skipped contact records for review.
Once your contacts have been imported successfully, you can click Start Campaign next to the relevant import record to begin creating a campaign using those contacts.
Common reasons for import failures include:
Duplicate contacts: The phone number or email address already exists in your account.
Missing phone number: A required phone number is missing from the relevant column.
Invalid characters: The First Name or Phone Number field contains unsupported characters.
For additional help, refer to Troubleshooting Contact Imports.
Easify provides different options for viewing, searching, and managing your contacts.
Navigate to Contacts > All Contacts.
Select Contacts View to view your contact list and select an individual contact to see their details.
Use the search bar to find contacts in the list.
Select Group View to browse contacts organized by their groups.
Open Contacts View.
Select the contact you want to manage.
Review the available information, including phone number, email address, company, and additional details.
Click the edit icon to update the contact's information, where available.
Save your changes.
The contact details panel may also display information such as email validation status, DNC verification status, labels, notes, call history, and chat history, where available.
Use the available actions next to a contact to manage the record. Depending on the options available in your account, you may be able to edit or delete the contact and manage other contact-related settings.
Contact groups help you organize contacts into lists based on your business needs. You can use different groups to manage contacts for specific campaigns, lead sources, customer categories, or other purposes.
Navigate to All Contacts and open Group View.
In the Contact Groups panel, click the + icon.
Enter the group details as prompted.
Save the group.
Open Contacts > All Contacts > Group View.
Locate the group you want to manage.
Click the three-dot menu next to the group.
Select the relevant action from the available options.
Depending on the group and your account permissions, available actions may include:
Set as Default: Set the group as the default group.
Set as Favorite: Mark the group as a favorite.
Add to Automated Call: Add the group to an automated calling workflow.
Push to Leads: Send the group's contacts to Leads.
Share: Share the group with other users, where supported.
Edit: Update the group's details.
Delete: Delete the group.
Review the available options carefully before deleting a group.
You may need to reorganize contacts as your lists change. Use the available contact selection and group-management options to move contacts between groups, where supported.
For instructions on performing actions on multiple contacts at once, refer to Managing Contacts in a Group using Bulk Actions.
Depending on your needs, Easify also provides options to help maintain and use your contact lists.
Remove Duplicates: Use the available option to identify and remove duplicate contacts.
Remove Blacklists: Access the relevant option to manage blacklist entries.
Export Contacts: Export contacts or a contact group when you need a copy of your list.
Push to Leads: Send relevant contacts to the Leads section.
Create Campaigns: Use a contact group as the audience for a campaign.
Add or Remove Labels: Apply labels to selected contacts to categorize and organize them, or remove existing labels as needed.
The available actions may vary depending on the view, selected group, and your account permissions.
