Contacts

Mercuri allows you to create and manage Contacts and contact lists (or segments) for sending SMS and WhatsApp campaigns efficiently.

Contacts

Sync Contacts from Integrations

Mercuri automatically syncs contacts from connected platforms, making it easy to manage your lists.

• Wix – Syncs customer contacts from your Wix store.

• Shopify – Imports customer data directly from Shopify.

• Pipedrive – Pulls in leads and deals from your CRM.

• Microsoft Teams – Syncs contacts from Teams conversations and shared data.

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Bulk Upload via CSV

Bulk upload via CSV

1. Navigate to Contacts.

2. Click Import Contacts.

3. Upload a CSV file containing:

   • Phone Numbers (required)

   • Names (optional)

   • Custom Fields (e.g., email, location, tags)

4. Map the columns to ensure accurate data import.

5. Click Upload & Save to complete the process.

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Manually Add contacts

For manually adding contacts

1. Navigate to Contacts.

2. Click Add Contact.

3. Enter the contact’s details:

   • Name (optional but recommended)

   • Phone Number (required)

   • Email (required)

   • Subscription Status

4. Click Save to add the contact.

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Editing or deleting contacts

1. Navigate to the Contacts section in the Mercuri CX dashboard.

2. Click on the contact you wish to edit or delete.

3. A side panel will appear on the right side of the screen.

4. At the top of this panel, you will see Edit and Delete options. Click the desired option to proceed.

Any changes made to contacts in the Mercuri CX dashboard will automatically reflect in the respective connected platforms such as Wix, Shopify, and Pipedrive. This ensures consistency and eliminates the need for manual updates across platforms