{"id":2177,"date":"2022-10-05T10:27:55","date_gmt":"2022-10-05T10:27:55","guid":{"rendered":"https:\/\/support.spoki.com\/docs\/uncategorized\/contact\/"},"modified":"2025-08-08T08:49:39","modified_gmt":"2025-08-08T08:49:39","password":"","slug":"contact","status":"publish","type":"docs","link":"https:\/\/support.spoki.com\/en\/docs\/platform\/contact\/","title":{"rendered":"Contact"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"epyt-video-wrapper\"><div  style=\"display: block; margin: 0px auto;\"  id=\"_ytid_17294\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" data-facadesrc=\"https:\/\/www.youtube.com\/embed\/-wdl5DBPIAY?enablejsapi=1&#038;list=PLF16izqw4nK4BFVdPBAuryERFiy8a9iXT&#038;index=14&#038;autoplay=0&#038;cc_load_policy=0&#038;cc_lang_pref=&#038;iv_load_policy=1&#038;loop=0&#038;rel=0&#038;fs=1&#038;playsinline=0&#038;autohide=2&#038;theme=dark&#038;color=red&#038;controls=1&#038;disablekb=0&#038;\" class=\"__youtube_prefs__ epyt-facade epyt-is-override  no-lazyload\" data-epautoplay=\"1\" ><img decoding=\"async\" data-spai-excluded=\"true\" class=\"epyt-facade-poster skip-lazy\" loading=\"lazy\"  alt=\"YouTube player\"  src=\"https:\/\/i.ytimg.com\/vi\/-wdl5DBPIAY\/maxresdefault.jpg\"  \/><button class=\"epyt-facade-play\" aria-label=\"Play\"><svg data-no-lazy=\"1\" height=\"100%\" version=\"1.1\" viewBox=\"0 0 68 48\" width=\"100%\"><path class=\"ytp-large-play-button-bg\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\" fill=\"#f00\"><\/path><path d=\"M 45,24 27,14 27,34\" fill=\"#fff\"><\/path><\/svg><\/button><\/div><\/div>\n<\/div><\/figure>\n\n\n\n<p>This section stores all phone numbers of users with whom Spoki interacts. Contacts can be acquired through integrations with external tools (such as ActiveCampaign, Zapier, etc.) or imported directly from a CSV file.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Importing contacts from a CSV file<\/strong><\/h3>\n\n\n\n<p>To correctly import contacts from a CSV file, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Preparing dynamic fields<\/strong>\n<ul class=\"wp-block-list\">\n<li>Create Dynamic Fields using the same name as the columns in the CSV file.<\/li>\n\n\n\n<li>This step is not required for standard fields such as <em>Phone<\/em>, <em>First Name<\/em>, <em>Last Name<\/em>, and <em>Email<\/em>.<\/li>\n\n\n\n<li>Activate the dynamic field by switching it to <strong>ON<\/strong> (refer to the <em>Dynamic Fields<\/em> section).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Uploading the CSV file<\/strong>\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Lists > New > Create list from CSV<\/strong>.<\/li>\n\n\n\n<li>Upload the previously prepared CSV file.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>With this process, in addition to basic information (First Name, Last Name, Phone), you can also import other custom dynamic fields, such as <em>birthday date<\/em> or <em>booking date<\/em>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Managing and editing contacts<\/strong><\/h3>\n\n\n\n<p>From the <strong>Contacts<\/strong> menu, click on a contact\u2019s name to view and edit all related information. In the right-hand panel, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add or remove tags.<\/li>\n\n\n\n<li>Add or remove the contact from a list.<\/li>\n\n\n\n<li>Manually edit the contact&#8217;s associated information.<\/li>\n<\/ul>\n\n\n\n<p>After making any changes, always click <strong>Save<\/strong> (at the bottom).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Blocking a contact<\/strong><\/h3>\n\n\n\n<p>To block a contact:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Block<\/strong> button located at the bottom of the contact\u2019s panel.<\/li>\n\n\n\n<li>All blocked contacts can be viewed by selecting the <strong>Only blocked contacts<\/strong> filter in the Contacts menu.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Quick access to the contact\u2019s chat<\/strong><\/h3>\n\n\n\n<p>From the contact\u2019s panel, you can quickly access the conversation with the user by clicking <strong>Go to chat<\/strong>, which will display all exchanged messages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Contact filters<\/strong><\/h3>\n\n\n\n<p>You can filter contacts based on various criteria such as tags, lists, and other categories. Each filter will display only the contacts belonging to the selected category.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Importing and exporting contacts<\/strong><\/h3>\n\n\n\n<p>From the top menu (three-dot icon), you can access the <strong>Import<\/strong> and <strong>Export<\/strong> functions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Import contacts<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Allows you to upload a list of contacts along with all additional information you wish to include.<\/li>\n\n\n\n<li>For personalized information such as <em>birthday date<\/em>:\n<ol class=\"wp-block-list\">\n<li>Create a specific Dynamic Field (e.g., <strong>BIRTHDAY_DATE<\/strong>) and activate it.<\/li>\n\n\n\n<li>Make sure your CSV file contains a column with the exact same name as the dynamic field.<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>To ensure correct formatting, use Spoki\u2019s <strong>Manage CSV<\/strong> tool.<\/li>\n<\/ul>\n\n\n\n<p><strong>Note<\/strong>: If the contacts already exist in the platform, they will be automatically updated with the new information. Tags cannot be directly imported.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Export contacts<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Allows you to download a CSV file containing all your Spoki contacts and their associated information (tags, lists, dynamic fields).<\/li>\n\n\n\n<li>If you import a CSV file with existing contacts, their information will be automatically updated, and any new contacts will be added to the database.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This section stores all phone numbers of users with whom Spoki interacts. Contacts can be acquired through integrations with external [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[37],"doc_tag":[],"class_list":["post-2177","docs","type-docs","status-publish","hentry","doc_category-platform"],"year_month":"2026-04","word_count":469,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"romantic-torvalds","author_nicename":"romantic-torvalds","author_url":"https:\/\/support.spoki.com\/en\/author\/romantic-torvalds\/"},"doc_category_info":[{"term_name":"Platform","term_url":"https:\/\/support.spoki.com\/en\/docs-category\/platform\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Contact - Supporto Spoki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/contact\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Contact - Supporto Spoki\" \/>\n<meta property=\"og:description\" content=\"This section stores all phone numbers of users with whom Spoki interacts. 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