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Contacts

The Contacts Module in vCX – The Social CRM is designed to help businesses effectively organize, manage, and leverage their customer base for better communication and engagement.

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What is the Contacts Module?

The Contacts Module serves as the central hub for all your customer information, enabling businesses to:

  • Search and Find Contacts: Quickly locate any contact using powerful search filters.
  • Send Messages: Initiate one-on-one conversations directly from the contact list.
  • Broadcast Campaigns: Use contact groups to send mass messages and announcements.
  • Track Activities: Know who has placed an order, booked a service, or scheduled an appointment.

Key Features

1. Contact Organization

  • Import or add contacts manually.
  • Tag and categorize contacts for easy filtering.
  • View detailed profiles, including past interactions, orders, or appointments.

2. Dynamic Groups

Create dynamic contact groups based on specific criteria like:

  • Location
  • Purchase history
  • Appointment schedules
  • Interaction frequency

These groups are automatically updated as contact details change, ensuring campaigns always target the right audience.

3. Broadcast Campaigns

Leverage the Contacts Module to run impactful broadcast campaigns:

  • Send promotional messages, updates, or reminders.
  • Personalize broadcasts using dynamic placeholders.
  • Track delivery and response metrics to measure campaign success.

Why Use the Contacts Module?

The Contacts Module empowers businesses to:

  • Streamline Communication: Easily manage customer interactions and ensure faster response times.
  • Enhance Personalization: Use detailed contact data to craft targeted and relevant messages.
  • Improve Customer Insights: Understand customer preferences, orders, and engagement history at a glance.
  • Boost Campaign Effectiveness: Dynamic groups make it easy to target the right audience with minimal effort.

Getting Started

Check out the step-by-step guides to learn how to:

  1. Add or import contacts.
  2. Create dynamic groups.
  3. Send a message or launch a broadcast campaign.

The Contacts Module is your key to organizing your customer base and unlocking the full potential of the Social CRM.

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