Import, manage and engage with contacts on Qomon
Looking to import, manage, and engage with your contacts? You've come to the right place! Through this guide, you'll find out how to easily import your contacts, organize them by tags, support levels, dynamic lists, add interactions, and communicate with them.
📋 Add your contacts
The first step to working with your contacts is uploading them!
Import contact lists in CSV or XLS format. Learn how to import files.
Add people you meet in the field directly via the mobile app or through online forms and petitions.
Add contacts manually on the web platform using autocompletion—simply start typing an address, and relevant results from your area will appear.
📊 Create tags and customize your support levels
Once you've imported your list of contacts, you can organize them by tags and support levels. By adding tags and support levels, you can better target your communication and actions!
🧨 Create dynamic lists
In addition to assigning tags and support levels, you can create dynamic lists that help segment your contacts into specific groups. This feature allows you to always have an updated list of contacts ready to go for actions and communication.
🔎 Use map view to view contacts in specific areas
A handy tip when you have a lot of contacts is to use map view! Simply go to your contact database and select the button in the top right labeled “Map view”. Then click on the turf cut option, this will allow you to select an area on the map.
Once you have your desired area selected, click the "List view" and it will bring you back to your contact database, showing you all of the contacts in the specific zone!
📩 Log interactions with your contacts
Each contact record contains additional information and addtional options!
By opening a profile, you can view that contact's history log, add notes, and record all interactions (meeting, email, call) with the selected contact.
Read here for more information on logging your interactions.
📢 Communicate with your contacts
Once your contacts are imported and organized, you can start engaging with them! You can send them personal messages, design mass communication campaigns via email, or send an SMS.
If you have any questions or need additional help, please contact support via email or with the chat bubble in the bottom right of your screen!