Add Contact
Easily create contacts in Gallabox through single contact creation or bulk contact import. Follow simple steps to add details and upload contacts efficiently.
Last updated
Easily create contacts in Gallabox through single contact creation or bulk contact import. Follow simple steps to add details and upload contacts efficiently.
Last updated
Contacts in Gallabox can be created through the below mentioned ways:
To create a Single Contact, click on "Add New". A side window will open prompting you to add the details to create the contact - Name, Phone, email, Tags, and other contact details.
It is possible to add multiple mobile numbers as well as email addresses.
To import contacts in Bulk to Gallabox, you have to click on Import and then "Import File".
As a next step in the process, download a "sample file" for referencing. You can download the sample file either with Country Code or without Country Code.
If you are using the sample file without Country Code, your Gallabox Account will add the country code of the country your business is working in by default. To change your Business Country - Change the country in Account Details of your Gallabox Account.
Once you have referred the sample file and created in the same format, you can upload that file to Gallabox. Once uploaded, rename the import file, select the Import type as "Add New Contacts".
The marketing opt-in option will remain Yes as default. You can also add the contact tags for the contacts you are uploading in Bulk.
The next step is to map the contact fields you have on file with the Gallabox contact fields.
If you don't have any contact fields created on Gallabox, you can create it at that moment. Once mapped, click on Confirm and the contacts will be uploaded in Gallabox.
When importing contacts, in instances where a contact name is not associated with a specific phone number, Gallabox automatically assigns the designation “Guest” to such entries.
When a customer starts a chat, Gallabox automatically saves their mobile number and name in your account. This makes managing contacts easier and keeps your list current without manual updates.
When the contact owner for a specific contact is updated, any new incoming conversation will be automatically assigned to the updated contact owner in the Mine bucket.
After adding a contact to your Gallabox account, you can find out when they were added by looking at their contact details. This date shows you exactly when the contact joined your list. Remember, this information is only available in the main list view and not in their individual details.
