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 contact vs user contact vs user 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 s s etting up 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 https //help engati ai/system and custom attributes 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 a user country list within the user country list, you will encounter two options single country multiple countries 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 single country if your audience is specific to one country, opt for the single country option this ensures that only phone numbers with the specified country code will receive the broadcast choose this if all the numbers share the same country code, as the default country code for this option will be applied to all listed numbers multiple countries use this option when targeting a global audience with phone numbers from various countries phone numbers in lists with multiple countries will not be automatically formatted input phone numbers in the format \<country code>\<phone number> for example, if the country code is +91 and the number is 98765432, input the phone number as 9198765432 b upload contact list 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 run broadcast run broadcast 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 using custom attributes using custom attributes the custom attributes included in the contact list can be used to personalize the content of the template for example, if amount paid||number is specified as a header, then this value can be used in the template by using {{amount paid}} from the list of attributes at the appropriate place in the template 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 mailto\ support\@engati com