Contacts
View and Search Contacts
Under the Contact List in a Group, there are several options to view and filter contacts as you communicate and engage with your contact database. Searching for a Contact You can search for a contact by the data captured e.g. Name, Number, Location, ...
Manually Adding Contacts
If you have an existing contact database, you can manually key in this information into the platform. To manually add contacts into a group, do the following: From the Left hand menu, navigate to Groups In the sub-menu, select the group you wish to ...
Self Registration into Groups
Keywords vs Triggers Group Keywords You can give your contacts the flexibility to drive the conversation by providing them with the tools to start it. In Echo, you can define keywords( which are also the group names). You can create up-to 5 groups ...
Opt-Out Unwanted Contacts
As you interact with your contacts, clients or customers, a relationship would be established between your organization and the contact who will use your set communication channel or service to communicate with you and share feedback, comments, ...
Export Contacts from Groups
As you communicate and engage with your contacts, you can export out your existing contact database and related information to an excel file for further analysis Export Contacts To export contacts from a group, do the following: On the Left hand ...
Contact Global Actions
You can perform various global actions on your contact list such as expiring all active invites, deleting contacts, *sending communications, edit labels and change group Expire Active Invites Contacts who have been invited to a survey/quiz or ...
View and Search Contacts
Under the Contact List in a Group, there are several options to view and filter contacts as you communicate and engage with your contact database. Searching for a Contact Here, you can be able to search for a contact by the data captured e.g. Name, ...
Uploading Contacts into a Group
If you have an list of contacts from your organization tools such as CRM or company records, you can upload the data using an excel document (.xls/.xlsx) so as to populate your groups with the contact data. To upload respondents from an existing ...
Contacts
Contacts are respondents and participants that you would like to engage and communicate with. Contacts on the platform are uniquely identified by the phone numbers and grouped into a predefined set on the Echo Mobile platform known as a Group. You ...