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25 practical guides

Contacts & audiences

Prepare imports, keep records accurate and build audiences that match the intended recipients.

A useful starting point

Keep source data, import mapping, contact identity and permission evidence distinct. Validate a small sample before importing a larger file.

01

Prepare a contact import file

Make the source file understandable before mapping it into the workspace.

02

Choose an international phone-number format

Reduce ambiguity when contacts come from different countries.

03

Map contact columns correctly

Send each source column to the intended contact field.

04

Import contacts with missing names

Keep usable phone records without inventing customer identities.

05

Handle duplicate contact formats

Identify repeated people whose numbers use different punctuation or spacing.

06

Review an import preview

Check both ordinary and unusual rows before committing the whole file.

07

Read the import result

Separate accepted records, skipped rows and errors after a completed import.

08

Correct rejected import rows

Fix the actual row-level problem and keep the repair bounded.

09

Use import history for reconciliation

Understand when a contact set entered the workspace and what happened.

10

Add a contact manually

Create an individual record with accurate identity and relevant context.

11

Edit an existing contact

Update known information while preserving the correct person's identity.

12

Use tags to organise contacts

Create meaningful groups without turning tags into permission evidence.

13

Name saved audiences clearly

Make an audience's purpose understandable to the next campaign operator.

14

Save a filtered contact audience

Preserve the intended selection criteria for campaign preparation.

15

Refresh an audience after contact changes

Make campaign preparation use the current contact and permission state.

16

Compare matching and eligible contacts

Explain why a selected audience can contain more records than a campaign can use.

17

Inspect a contact before campaign use

Check the data that will appear in a personalised message.

18

Use imported custom information carefully

Map business-relevant columns without treating arbitrary source text as trusted instructions.

19

Prepare a large contact import

Make a high-volume import reviewable and recoverable.

20

Keep contact source information useful

Record where data came from so later corrections and permission questions are answerable.

21

Review stale contact data

Identify information that may no longer support the intended communication.

22

Correct a wrong country code

Repair number identity using evidence rather than guessing.

23

Separate audience labels from customer consent

Keep segmentation and permission as different dimensions.

24

Manage contacts from the mobile app

Use the mobile contact workflow while checking its saved server result.

25

Create a contact-data review routine

Maintain usable audiences as people, purposes and records change.

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