How to use Contacts?

Do you want to create a database of your users, where you can get a complete overview of their details and activity?

The SanityDesk’s Contacts section is the tool that can give you all of the above. Read this article and find out how simple it is to manage your contacts.

Main features of the Contacts section

The Contacts section is the information about all the users that you have in your Sanity Desk system. This database is synchronized with the contacts in the Marketing workspace. However, there you can only see the activity and interactions of a user on your website.

In the Support workspace, you can add comments to each contact, attach tickets, call or even email them. To sum up, the Contacts section is a tool, with the help of which you can manage your users.

To start managing your contacts, follow these steps:

Click on the Contacts section in the navigation bar.

Once you’ve done that, you will see a window with your contacts and such tools:

- Export all pages

- Export current page

- Import contacts

- New contact

How to add a new contact

This option is available only in the Support workspace. In the SanityDesk Marketing workspace, you can only view the contact or make changes to it but you can’t create it.
To create a new contact, you’ll need to follow such steps:

Click on the Contacts section in the navigation bar.

In the new window, click on the New contact button in the upper right corner.

After you’ve clicked, you’ll see a page with different lines that you need to fill in.

In the First name and Last name lines, enter the full name of your user.

Enter the phone number or email address of the user in the Phone number and Email lines. Filling in both of them is optional. However, it’s preferable to add as much information as possible to have a more convenient way of communicating with the user.

In the Country and Location lines, you can add information about the user’s whereabouts.

After you’ve filled in the lines, click on the Add contact button at the bottom of the page.

How to manage the contact

After you’ve created a database of your users, you can start managing them. To do this, follow these steps:

Click on the Contacts section in the navigation bar.

In the new window, you’ll see your contacts. Click on one of them to get an overview.

After you’ve clicked, you’ll see a page with such sections:

- Activities

- Notes

- Messages

- Calls

- Tickets

- Deals

On the right side of the page, you’ll see the contact information of the user. If you’ve added the email and phone number of the user, you’ll see such buttons as the Email button and the Call now button.

If you want to see the website activity of the user, click on the Open Marketing button in the upper part of the page. You’ll be redirected to the Marketing workspace where you can see the actions taken by the user on your website.

You can also attach a new ticket or deal to the contact by clicking the New ticket and New deal buttons.

In case you have any questions related to this topic, feel free to contact our support team right away.
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