Contact database start guide

A guide for how to set up and manage your contact database

Helen Sabatine avatar
Written by Helen Sabatine
Updated over a week ago

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.

Example of a contact database on Qomon

📋 Import your contacts

The first step to working with your contacts is to import them. You can import contact lists in CSV or XLS format and add people you meet on the field directly on the mobile app or through your online petition. How to import files.

📊 Create tags and customize your support levels

Once you've imported your list of contacts, you can then organize contacts by tags and support levels. By adding tags and support levels, targeting your communication and actions will be more effective!

🧨 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 more options!

By opening a profile, you can view that contact's history log, add notes, and you can record all interactions with the selected contact.

📢 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!

Qomon Support

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