CRM - Contacts & Leads

Manage your contacts and track leads

🏷️

No tags yet

Create tags to organize and categorize your contacts

🎯

No segments yet

Create segments to organize and target your contacts

Total Campaigns

Messages Sent

Open Rate

+2.4% from last month

Click Rate

+1.8% from last month

📧

No campaigns yet

Create your first email or SMS campaign to start reaching your contacts

CRM Settings

📝 Custom Fields

Add custom fields to capture additional information about your contacts

🔧 Merge Fields Reference

Use these merge fields in your campaign messages to personalize content:

{{firstName}}

Contact's first name

{{lastName}}

Contact's last name

{{email}}

Contact's email address

{{phone}}

Contact's phone number

Note: Merge fields are automatically replaced with contact information when campaigns are sent.

Step 1: Upload CSV File

Upload a CSV file containing your contacts. The first row should contain column headers.

CSV Format Requirements:

First row must contain column headers
Must include at least: firstName, lastName, email OR phone
Optional columns: source, leadStatus, notes, tags (comma-separated)

Step 2: Map Fields

Map your CSV columns to contact fields

Preview:

Step 3: Import Progress

Importing contacts...

✅ Import Complete!

Type & Name

Audience

Message

Review

Let's create your campaign

Start by choosing your campaign type and giving it a name

Campaign Type

💬

SMS Campaign

Send text messages to your contacts

📧

Email Campaign

Send rich HTML emails to your audience

Campaign Name

Choose a descriptive name to help you identify this campaign later

Select your audience

Choose who will receive this campaign using tags and segments

✓ Include Recipients

Add tags or segments to include specific contacts. If you add multiple rules, contacts matching ANY rule will be included.

✗ Exclude Recipients

Exclude specific tags or segments. Contacts matching ANY exclude rule will be removed from the audience.

Estimated Recipients: All contacts

Compose your message

Create the content that will be sent to your audience

Email Subject

Make it compelling! This is the first thing recipients will see.

SMS Message

0 characters (1 SMS segment)

💡 Tip: Use personalization like {{firstName}}, {{lastName}}, {{phone}}

Email Message

💡 Tip: Use personalization like {{firstName}}, {{lastName}}, {{email}}

Review and schedule

Review your campaign details and choose when to send

Campaign Summary

Type:

Name:

Audience:

Recipients:

Schedule Date & Time

Description (optional)

Segment Criteria

Match contacts that meet ALL of the following conditions:

How it works:
• Within each group, ALL conditions must be met (AND logic)
• Between groups, ANY group can match (OR logic)
• Example: (Status = New AND Tags contains "VIP") OR (Source = Email AND Last Contact < 30 days)

Estimated matches: -- contacts