In this video, you will learn how to import contacts to Wabb
In this article, we will walk you through the process of importing contacts into your WABB account. Importing contacts in bulk is a practical and efficient way to quickly expand your reach, making it easier to communicate with your clients.
Let’s dive into the steps you need to follow to successfully import your contacts.
Step 1: Prepare Your Contact Spreadsheet
Go to Contacts section and click on “import contacts” button as shown in the below screenshot.
WABB offers a contact template to help you format your file correctly. Simply click on the word "Template" to download it as shown in below screenshot.
Before you can import contacts, you need to have a properly formatted contact spreadsheet.
Your spreadsheet should contain three main columns:
Phone: This column should list the phone numbers of your contacts. There's no need to remove parentheses, dots, or dashes—just make sure to include the country code.
Name: The name column should contain the full name of the contact. WABB will automatically separate the first and last names to help personalize your messages.
Tags: This column is optional. If you’d like to assign tags to your contacts during the import, separate each tag with commas.
Make sure your spreadsheet is saved in Excel format (.xlsx) to proceed with the import.
Step 2: Import the Contacts
Once your spreadsheet is ready, it’s time to import your contacts into WABB. Follow these steps:
Save the file: Ensure your spreadsheet is saved as an Excel (.xlsx) file.
Drag and drop the file: In your WABB interface, locate the area where you can import contacts. Simply drag and drop the Excel file you just saved into this area.
Select the file: After dropping the file, a prompt will appear asking you to select the file. Choose the file you want to import.
Click "Import contact": Once the file is selected, click the Import contact button to begin the process.
Step 3: Finalizing the Import
Once the import process is complete, your contacts will be added to WABB. You’re now ready to take full advantage of the platform’s communication features. Bulk importing contacts allows you to send personalized, automated messages more efficiently, improving client engagement and streamlining your communication efforts.
Additional Tips
Keep your contact lists updated: Regularly update your contacts and keep them segmented based on tags to ensure your messaging is targeted and effective.
Optimize for marketing and support: With contacts properly imported, you can now easily send automated messages, run marketing campaigns, or provide efficient customer support using WABB features.
By importing your contacts, you’re enhancing your ability to communicate with clients and improving the efficiency of your operations. Make sure to leverage this feature for better results in your marketing campaigns and customer service initiatives.