How To Manage Contacts on SocialPilot Reviews?

Managing contacts efficiently helps you organize your outreach campaigns, maintain accurate customer information, and send review requests seamlessly. SocialPilot Reviews allows you to add, edit, filter, tag, and manage contacts from one centralized dashboard.

In This Article

• How to Access and Manage Contacts?
• How to Add Contacts?
• How to Send Quick Review Requests?
• How to Search, Filter, and Bulk Select Contacts?

How to Access and Manage Contacts?

To access your contact database:

1. Go to Contacts from the left-side navigation menu.
2. Click on Manage Contacts.

You will now see a list of all saved contacts for the selected brand and location.

The contacts table displays:

• Contact Name
• Email Address
• Phone Number
• Status
• Tags

You can also identify contacts using status labels such as:

• Active
• Bounced

Hovering over a contact row reveals additional action icons for:

• Quick Request
• Edit Contact
• Delete Contact

How to Add Contacts?

To manually add a contact:

1. Click on + Add Contact from the top-right corner.
2. Enter the following details:
   • First Name
   • Last Name
   • Email
   • Phone Number
3. Click on Add Tags to assign tags to the contact.
4. Click Save.

You can also bulk upload contacts by clicking on Bulk Upload from the top-right corner.

Before uploading:

• Prepare a CSV file with contact details
• Ensure each contact is on a separate row
• Include Email or Phone Number for identification

After uploading:

• Review the uploaded data
• Confirm the upload to add contacts to your database.

How to Send Quick Review Requests?

You can send one-time review requests directly from the Contacts section.

1. Hover over the contact row.
2. Click on the Quick Request icon.
3. Select how you want to send the request- Add new contact, Select existing contact, or Bulk upload contacts.
4. Confirm the contact details.
5. Select a campaign or template.
6. Click Send Request.

This allows you to quickly send review requests without manually enrolling contacts into campaigns.

How to Search, Filter, and Bulk Select Contacts?

Use the Search bar to quickly find contacts using:

• Name
• Email address
• Phone number

Click on Filter to narrow contacts based on available criteria.

To perform bulk actions:

1. Use the checkboxes beside contacts to select multiple entries.
2. Use the master checkbox at the top-left to select all contacts on the page.
3. You can also choose Select all contacts across pages.

Once selected, the total selected contact count appears at the top of the table.

This helps streamline contact organization and management.