Import Contact List

Validating your uploaded contact list format and content is vital for optimal broadcast performance, activating specifically when the bot is deployed on the WhatsApp channel. This enables seamless broadcasting to over 50,000 users at once, depending on entitlement.

An Engati user actively engages in ongoing conversations, marked by at least one incoming message. Conversely, a contact represents potential users who can receive messages and initiate conversations.

A person is classified as a user if they interact with the bot on a channel at least once. On the other hand, a prospective client that you possess data about is referred to as a contact.

When to use which: User or Contact?

When organizing a webinar, participants who have registered for the event are termed as users, signifying their active involvement. On the other hand, those who haven't registered are referred to as contacts, representing a broader audience. 

Another illustration can be drawn from the retail context: customers who visit and make purchases on your website are users, actively engaging with your product. In contrast, individuals who visit the website without making a purchase but provide contact information for future outreach, such as name or phone number, are considered contacts. This information can be utilized to communicate details about discounts or ongoing sales.

Step 1 : Locate the configure on the portal’s left side.

Step 2 : Go to Deployment > WhatsApp > Connect. Deploy your bot on the WhatsApp channel.

Step 3 : Locate Users from the portal's left menu.

Step 4 : Go to Contacts > Import Contact List.

Step 5 : Generate the list of contacts.     

When creating your contact list, remember to save it in either xlsx or csv format. Ensure to include the essential "phone_no" as the mandatory header to proceed with your broadcast error-free. This attribute alone is sufficient for a smooth processing. 

Additionally, you have the flexibility to permute and combine system and custom attributes according to your specific use case. 

For reference, you can download the sample xlsx.csv file. 

To gain deeper insights into the system and custom attributes and how they are applied in various contexts.

Step 6 : Import contact list

When adding your contact list, you can choose between two options: single country and multiple countries. Select the option that corresponds to the phone numbers of your intended audience.

Within the user country list, you will encounter two options:

Under what circumstances should you choose each option?

Based on your target audience, you have two choices: opt for a single-country option if your audience is specific to one country, or choose the multiple countries option if your audience is global and uses various country codes in their phone numbers.

Click on browse and upload a file in either 'xlsx' or 'CSV' format, with a maximum of 50k contacts. The default limit is set at 10k.

In the Import contact list option, you get a direct button for running broadcast.

By clicking on the ‘Run Broadcast’ button it will redirect to the ‘Create New Broadcast’ window.

Select the user group as ‘Contact List’ and select the target contact list from the dropdown menu.

You get the option of adding the contact list directly while creating a new broadcast.

A similar panel you would see after clicking on the ‘Import contact list’ button.

This is how you can import the contact list and perform broadcasting.

If you face any issues or queries please reach out to us at [email protected]