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.

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 contact’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.