Mercuri Docs
  • Welcome to Mercuri
  • ๐Ÿ“ฉCommunication Channels
    • WhatsApp Integration
      • Prerequisites
      • Onboarding on WhatsApp Business
      • Creating Your First WhatsApp Template
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • ๐ŸงคFeatures
    • Conversations Inbox
      • Interactive Message Options for WhatsApp Conversations
    • Contacts
    • Marketing
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
    • WhatsApp Widget
  • ๐Ÿ›๏ธIntegrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
      • WhatsApp Onboarding
      • How to use Mercuri?
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On this page
  • Sync Contacts from Integrations
  • Bulk Upload via CSV
  • Manually Add contacts
  • Creating Contact Lists / Contact Segments
  • Adding Tags /Labels to contacts
  • Editing or deleting contacts
  1. Features

Contacts

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

PreviousInteractive Message Options for WhatsApp ConversationsNextMarketing

Last updated 1 day ago

Sync Contacts from Integrations

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

  • Wix โ€“ Syncs customer contacts from your Wix store.

  • Shopify โ€“ Imports customer data directly from Shopify.

  • Pipedrive โ€“ Pulls in leads and deals from your CRM.

  • Microsoft Teams โ€“ Syncs contacts from Teams conversations and shared data.


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.


Manually Add contacts

  1. Navigate to Contacts.

  2. Click Add Contact.

  3. Enter the contactโ€™s details:

    • Name (optional but recommended)

    • Phone Number (required)

    • Email (required)

    • Subscription Status

  4. Click Save to add the contact.

Creating Contact Lists / Contact Segments

  1. To create a contact segment, you can manually select the contacts you want to group together or use the filters on the right side of the screen to select customers based on specific labels and statuses.

  2. Once you've selected the desired contacts, a Create Contact List button will appear on the right. Click on this button.

  3. Enter a name for your new segment in the List Name field, then click "Create List."

  4. You can view all your saved segments in the Contact Lists section.


Adding Tags /Labels to contacts

Adding Tags to contacts helps you organize, filter, and target specific groups of users more efficiently. Below are the steps on how to add tags to contacts :

  1. Go to the Contacts section in the Mercuri CX dashboard and select the desired contact.

  2. A side panel will appear on the right.

  3. In the side panel, click on the plus (+) icon next to the Tags section.

  4. Enter the relevant tags (e.g., Schedule a meeting, Send details) and press Enter to save.

These tags can be used later to segment contacts and send targeted messages easily.

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

๐Ÿงค
Demo of creating Contact lists
Contacts
Bulk upload via CSV
For manually adding contacts
Contact List Section
Adding Labels and editing the contact details