Peikly Contacts: Add and Manage Customers

Peikly Contacts Management Guide #

Peikly contacts allow you to store, organize, and manage your customer data in one centralized system.

This guide explains how to add, edit, and manage contacts efficiently so you can run campaigns and automate communication.

What You Can Do with Contacts #

With the contacts module, you can:

• Store customer information in one place
• Track communication history
• Segment audiences for campaigns
• Manage contact activity and updates

How to Add a New Contact #

To create a contact:

1. Open the Contacts section
2. Click Add Contact
3. Enter required details such as name and contact information
4. Save the contact

You can quickly build your customer database using this method.

How to Edit Contact Information #

To update an existing contact:

1. Open the contact list
2. Select a contact
3. Click Edit
4. Update the required fields
5. Save changes

Keeping contact data accurate improves campaign performance.

How to View Contact Profiles #

Each contact has a profile page where you can:

• View personal details
• Check activity history
• See previous messages and interactions

This helps you understand your customers better.

Quick Contact Creation #

For faster workflows, you can use quick-create options:

• Add contacts from forms or popups
• Create contacts during conversations
• Use fast entry fields for minimal data input

This is useful when speed matters.

Tips for Managing Contacts #

• Keep contact data clean and updated
• Avoid duplicate entries
• Use consistent naming formats
• Add relevant details for better targeting

Common Issues When Managing Contacts #

Duplicate Contacts #

If duplicates appear:

• Check before creating new entries
• Use import validation tools
• Merge or remove duplicates when needed

Missing Contact Data #

If information is incomplete:

• Edit the contact profile
• Add missing fields manually
• Ensure imports include required columns

Best Practices for Contact Management #

• Organize contacts before launching campaigns
• Segment contacts based on behavior or attributes
• Regularly review and clean your database
• Use contact data to personalize communication

Summary #

Managing contacts effectively is essential for running successful campaigns. By keeping your contact data organized and updated, you can improve targeting, engagement, and automation results.