This process allows users to create a new contact entry by inputting details such as name, phone number, email address, and other relevant information directly into the system. This is essential for maintaining an organized contact list and ensuring tha ...
Import Contacts allows you to upload and add multiple contacts to the system in bulk using an Excel file. It's useful for quickly updating or adding new contacts without manual entry. Steps to Import Contacts- To import contacts into Geta, follow thes ...
This feature allows users to download contact details from the platform in formats (xls, .xlsx, and .xlsm ) for offline use or further analysis. It is helpful for backup purposes, data sharing, or transferring contacts to other platforms. ...
To add multiple email addresses and phone numbers to a contact, you can create additional contact properties for alternate emails and phone numbers. Follow the steps below: Steps to Add Multiple Email Addresses and Phone Numbers to a Contact- Steps to ...
This functionality enables users to write and save brief notes or comments associated with specific contacts. It is used to record important information, reminders, or updates that can enhance communication and provide context for future interac ...
Creating a custom contact view allows users to filter and display specific contact properties based on their needs. This feature helps in organizing and managing contacts more efficiently by showing only relevant information, making it easier to analyze ...
Assigning or unassigning contacts to agents helps manage workload and streamline communication, ensuring that each contact receives appropriate attention. This feature is essential for enhancing customer service efficiency and tracki ...
Sending a WhatsApp message to a single contact in Geta allows for personalized communication, making it easier to engage directly with a specific recipient. This feature ensures targeted outreach, enhancing your one-on-one interaction ...
This feature allows users to upload and associate files, such as documents or images, with specific contacts in the system. It is used to maintain relevant information, enhance communication history, and provide quick access to important files related t ...
Managing your contacts is an essential part of maintaining an organized communication strategy. You can easily delete individual contacts or remove multiple contacts at once. Follow the step-by-step guide below to learn how to delete contacts efficien ...
The search contacts feature enables users to quickly locate specific contacts within the contact module by entering search criteria, such as name, email, or phone number. This functionality streamlines the process of finding and managing contacts, ensur ...
What are contact views? A View in the Geta.ai is a filter applied to the Contact Module to display specific contacts that meet certain criteria. Here's how to create a contact view: Add Conditions: Define conditions using "And" or "Or" logic ...
This function enables users to modify existing information for a contact, such as names, phone numbers, email addresses, and other relevant data. Keeping contact details accurate and up-to-date is essential for effective communication and ensure ...
Lifecycle stages help track the progress and engagement level of your contacts. Geta.ai allows you to easily update and manage lifecycle stages for individual or multiple contacts. Follow the guide below to learn how to manage lifecycle stages efficient ...
Checking contact communication stats allows you to monitor interaction history and engagement levels with each contact. It's useful for tracking communication effectiveness and improving follow-up strategies. Ste ...
UTM parameters are tags added to URLs that help track the effectiveness of online marketing campaigns. By incorporating these parameters, you can identify the source of your contacts, enabling better analysis of campaign performance and more targeted fo ...
Web analytics information helps track and analyze user behavior on your website. By linking this data to specific contacts, you can better understand engagement patterns, tailor communications, and optimize marketing strategies. Steps to Use ...
Updating social media fields for a contact allows businesses to maintain accurate and comprehensive customer profiles, enhancing personalized communication and engagement strategies. By keeping this information current, teams can eff ...
This feature enables users to efficiently manage tags for multiple contacts at once, either by adding new tags to selected contacts or removing existing ones. It streamlines the organization and categorization of contacts, facilitating better segm ...
Bulk updating contacts allows users to efficiently modify multiple contact entries simultaneously, saving time and effort. This feature is particularly useful for ensuring consistent information across large contact lists, such as updating details, addi ...
This feature allows you to assign or unassign multiple contacts to agents in one action. It is used to efficiently manage workload distribution among agents. Steps to Bulk Assign or Unassign Contacts in Geta.ai- To bulk assign or unassign contacts, fo ...
A marketing list is a collection of contacts segmented based on specific criteria, such as demographics, behavior, or interests, for targeted marketing campaigns. Usage: Marketing lists are used to streamline communication efforts, allowing busin ...
Adding contacts to a marketing list involves selecting specific individuals or groups to include in a targeted communication campaign. This process enables marketers to reach out to potential or existing customers with relevant offers or information. U ...
You can rename or delete a marketing list as needed. This is used to maintain an organized list of contacts and remove outdated or unnecessary lists from your system. Steps to Rename or Remove a Marketing List - Navigate to the Contact Module:&nbs ...
This feature is used to find a specific list by typing its name. Usage: This feature helps quickly locate a particular marketing list for easy management or review. Steps to Search for a Specific Marketing List in Geta.ai- Navigate to the Contact ...
Navigate to a specific marketing list, use the search bar within the list to find a contact by entering their name, email, or phone number. Usage: This helps to quickly locate and manage a specific contact within a marketing list. Steps to Locate a Co ...
Filtering contacts in a marketing list allows users to narrow down the displayed contacts based on specific criteria, such as demographics, engagement levels, or contact properties. This feature helps in segmenting the audience for targeted campaigns an ...
What is a Segment? A segment in Geta.ai is a dynamic group of contacts filtered based on specific criteria. Segments allow you to organize and target contacts based on their properties, behaviors, or any custom-defined conditions. How to Create a ...
You can modify the conditions of a segment by editing its conditions. This allows you to refine or change the criteria to target specific contacts based on updated needs. How do you modify the conditions of a segment? Navigate to the Contact ...
This allows you to download contacts that meet specific criteria from a segment. For example, you can export contacts from "New York" who subscribed last month. It's useful for creating targeted reports or running specific campaigns. Steps ...
You can permanently remove a segment by selecting the delete option beside it. This action removes the entire segment and its applied conditions from your contact list management. How can you delete a segment? Navigate to the Contact Module: Go ...