Contacts
is a new way to organize a business’ customer information. Think of it as a lightweight CRM!
Contacts is a new way to organize a business’ customer information. Think of it as a lightweight CRM!
Contacts can also be used to create lists of customers to whom you can send SMS Campaigns . Soon you’ll be able to have conversations with these customers as well!
But for now, let’s talk about how to add Contacts and add them to a List .
Permissions
- Users with Team, Manager, Agency Manager or Admin access have full access to this feature.
- Users with Contributor access will have access to Add or Edit Contacts, but can NOT Delete Contacts.
- Read-only access can access the Contacts page, but can not Add, Edit or Delete Contacts.
Add a new contact
- Log in to your GatherUp account. From the Dashboard click Contacts in the left navigation.
From the Dashboard click Contacts in the left navigation. If you have an agency account, click on the desired client first.
Click Add Contact to add customer contact information.
Add the details for this contact.
a. Assign this contact to one of your locations. If you only have one location, the system will pre-select it for you.
b. Fill in the rest of the contact information.
c. Make sure you read the Permissions section as it contains important information you need to understand.
d. Once finished, click Next.
- The next prompt asks what you want to do with this Contact.
The options are as follows:
a. Add as contact only: will simply add the contact and their information to Contacts. This is likely to be used when adding a contact to an SMS Marketing Campaign.
b. Send default request now: will allow the system to immediately send out a feedback request using the Request Mode you have set up for this location.
c. Add to request queue: will add the customer to your Customer Activity screen. Status will be “Customer Added” within Customer Activity but no request will be sent.
Click Add Contact and your contact’s information will be added to GatherUp. Contacts with SMS numbers included are eligible to be sent SMS marketing campaigns.
Contact information panel
You can see your contact’s information simply by clicking a name on the Contacts page. It will open a side-bar view on the right hand side listing all relevant information related to this contact including:- Relevant contact information- Opt-in status- List membership- Activity: this could be review requests or feedback- Any notes you'd like to leave related to this Contact
One area to note is the Opt-in section. The Contact's opt-in status lets you know whether or not you've gained written consent to send this person a promotional text message using Campaigns.You can see the person's opt-in status in the above example is "Never asked."
Here is an example of someone who has given written consent through the Opt-in flow.
There are four likely status for the Opt-in field:- Yes. You have acquired written consent to send this person SMS campaigns.- No. This person opted out, or did not give consent to receive SMS campaigns from your business.- Never asked. You have not sent this person a request to opt-in.- Sent. A request to gain consent has been sent, but the person has not responded Yes or No.
On a rare occasion you may see two additional values in the Opt-in field:
- Processing is shown when the opt-in request is in the process of sending but has not been sent yet.
- Failed means that the opt-in request was not sent due to a failure in the process.
Add Contacts to a List
To add a Contact or multiple contacts to a list, check the box next to the contact. Then click Actions and choose Add to List from the dropdown.
In the window, choose which list you’d like these contacts to be added to and click Next.
When you go to the selected list you will see these contacts have been added to the list.
Delete a Contact
To delete a contact or multiple contacts, select them by checking the box. Click Actions, and choose Delete Contacts from the dropdown.
These contacts, and their information, will be deleted from the system.
Agency Client Controls
Agency control can be accomplished under the Account Settings in the upper right corner by clicking the user name. Then select Client Feature Selections.
Now choose to turn on/off for all clients or select which clients will have access to the Contacts feature.