Welcome to Interakt’s Contact Hub guide. The Contact Hub tab is your very own smart contact book where you and your team can create, update and manage your contacts on Interakt. In this module, we will understand the process of updating your existing customer contact attributes. But before we get into the process, let’s start with the Contact Hub tab.
What is the Contact Hub?
The Contact Hub tab is your very own smart contact book where you and your team can create, update, and manage your contacts on Interakt. Go to the Sales CRM and then click on the Contact Hub.
• You can further customize these columns and display details that are relevant to your business. To do that, you need to click on the button on the right corner to add or remove columns from the items that are already displayed here.
You can get an overview of all your business contacts in the dashboard here.
How to update your existing contact attributes via Contact Hub?
To edit the attributes of the existing users on Interakt, you simply need to click on the user’s name, and you will be led to the dashboard with all the details. Here you can change the details like email Id or name by simply clicking on the pencil icon.
Please note that you can change all the attributes except the Phone Number.
For e.g. There’s a user with the phone number 9876543210 with the name Ajmal. If you want to change the name of this user to Abel, just click on the pencil icon and change it. The system will update the name for 9876543210 from Ajmal to Abel.
You can further customize these columns and display details that are relevant to your business. To do that, you need to click on the Edit button or + Add Field at the bottom to add or remove details from the items that are already displayed here.
Now, suppose you want to change the only attribute called ‘City’, then you can just click on edit and add/change the city name.
Now, if you can’t find a field to add the relevant details to your contact, you can easily add a new field by clicking on the +Add Field button. Now you can easily add the field you want and save it.
How to Update Contacts via Bulk Upload
Step 1: Prepare Your CSV File
Before uploading, ensure your data is organized in a CSV (Comma Separated Values) format. Your file should include essential headers such as:
- Full Name
- Phone Number (including the Country Code)
- Email Address
- Any other custom attributes you wish to track
Step 2: Upload the File and Manage Tags
Navigate to the upload section and select your prepared CSV. At this stage, you will need to categorize these contacts using Tags:
Default Tags: Choose from the pre-existing list of common tags.
Custom Tags: Click on “+See More” to search for an existing custom tag or create an entirely new one. A pop-up box will appear, allowing you to type and save your unique identifiers.
Step 4: Confirm the Upload
After verifying that all attributes are mapped accurately to their respective categories, click Confirm. Your contacts will now be updated in the system with the new attributes and tags.
Tip: Always double-check that your phone numbers include the “+” sign and country code to prevent upload errors.
Some Best practices for Bulk Uploading the customer data
• Max 50 MB file allowed, i.e., up to 500000 contacts
• CSV should mandatorily contain the Phone Number & Country Code in any 2 columns.
• If 2 (or more) contacts in CSV have the same phone number, they might not be added.
• If a contact in the CSV already exists in your account, the existing contact’s traits will be updated as per the traits given in the CSV. (matching of contacts is done based on Phone Number)
• To update the WhatsApp Opted status of a customer, include a column titled WhatsApp Opted and enter either TRUE or FALSE as the column values.
• To add a DateTime type trait (for example: birth_date, last_order_date etc), please provide column values in ISO format. For example – If suppose you want to pass the date time 31st October 2022 7:30 pm IST, you can do so in any of the below formats:
1.2024-10-31T19:30:00.000+05:30
2.2024-10-31T14:00:00Z
3.2024-10-31
How to add / update User Details on Interakt via User track APIs
The user track API allows customers to record the attributes specific to the user. They can record specific user properties (attributes) such as user id, email id, phone number, name etc. Customers can call the user track API when a new user account is created on their website/app/CRM. For example:
For adding a new user to your Interakt dashboard, the following payload could be sent in the API call:
POST https://api.interakt.ai/v1/public/track/users/
{
“userId”: “0123abc45d”,
“phoneNumber”: “9967536783”,
“countryCode”: “+91”,
“traits”: {
“name”: “Gavin Roberts”,
“email”: “gavinroberts01@outlook.com”,
“dob”: “1996-12-01”,
“Sample trait a”:”value y”
}
}
The different user attributes (traits) can be of the following data types: String, Numbers, Boolean, Datetime, List. Check out the different filter options available in Interakt, for different trait types – link.
Note**: Specifying either the user Id or phoneNumber (with countryCode) is Mandatory
The above API call records the “userId” or “phoneNumber” (with “countryCode”) as a unique identifier for the user and also adds attributes such as name, email, dob.
To update attributes for the above user, the following payload could be sent in the API call: (suppose the “dob” attribute needs to be changed to “1997-12-01”).
POST https://api.interakt.ai/v1/public/track/users/
{
“userId”: “0123abc45d”,
“phoneNumber”: “9967536783”,
“countryCode”: “+91”,
“traits”: {
“dob”: “1997-12-01”
}
}
To add a new attribute for the above user, the following payload could be sent in the API call: (suppose the “pin code” attribute needs to be added).
POST https://api.interakt.ai/v1/public/track/users/
{
“userId”: “0123abc45d”,
“phoneNumber”: “9967536783”,
“countryCode”: “+91”,
“traits”: {
“Pin code”: “400001”
}
}
You can now add tags on your customers in Interakt via APIs.
Simply include a key for “tags” in the User Track API call.
Sample Payload:
{
“phoneNumber”: “9967536783”,
“countryCode”: “+91”,
“traits”: {
“name”: “Gavin Roberts”,
“email”: “gavinroberts01@outlook.com”
},
“tags”: [“new customer”, “potential lead”]
}
• You can add multiple tags.
• You can only add new tags. You cannot delete existing tags.
• Addition of tags is case insensitive i.e. if you add a tag ‘new customer’ on Customer A & a tag ‘New Customer’ already exists on Customer A, no new tag will be added on Customer A.
