Understanding and Managing Contacts in MessageHub

Contacts are an essential part of managing customer relationships, and MessageHub makes it easy to stay organized. The Contacts section lets you store customer details, track interactions, and access important information when you need it. With the right approach, you can ensure your records are clear, up-to-date, and useful for your entire team.

This article will walk you through how to add, organize, and manage your contacts in MessageHub, helping you make the most of your customer interactions.

Requirements:

• An active ClickFunnels account

• The MessageHub App.

Accessing Contacts in MessageHub

The Contacts section in MessageHub is where you can find and manage all customer records associated with your conversations. Contacts allow you to view key details and access additional information, ensuring you have everything you need to interact effectively.

To access your contacts:

1. Navigate to the MessageHub app in the left-side menu in your ClickFunnels Workspace.

2. Navigate to the Chat Contacts tab in the sidebar within MessageHub.
   

3. The dashboard will display a list of all your contacts, showing details like name, email, phone number, and subscription status.

4. Use the search bar at the top of the dashboard to find a specific contact by name or email.

5. Click Filter to refine the list by name, custom attributes, or other criteria.

Clicking on any contact opens their detailed profile, where you can view:

• Labels assigned to the contact for easy categorization.

• Contact Attributes like account type, location, or other custom fields.

• A complete conversation history to understand past interactions.

Creating a New Chat Contact

If you need to add a new contact to MessageHub, the New Chat Contact button redirects you to the Contacts section of the main ClickFunnels workspace. From there, you can create a new contact with all the necessary details.

To create a new contact:

1. Click the New Chat Contact button at the top right of the Contacts dashboard in MessageHub.

2. You’ll be redirected to the Contacts section in your ClickFunnels workspace.

3. Fill in the required fields, including:

   • Email Address

   • First Name and Last Name

   • Phone Number

   • Time Zone (select from the dropdown)

   • Additional fields like Organizations, Tags, and Default Address if needed.

4. Once all the details are complete, click Create Contact to save the new entry.

For additional guidance on managing contacts in ClickFunnels, check out our How to Manage Contacts article.

Importing Contacts

The Import option in MessageHub allows you to upload a list of contacts in bulk by redirecting you to the main ClickFunnels workspace. This is a quick and efficient way to add large sets of customer data.

To import contacts:

1. Click the Import button at the top right of the Contacts dashboard in MessageHub.

2. You’ll be redirected to the Contacts section of your ClickFunnels workspace.

3. Upload a properly formatted CSV file containing your contact details.

4. Map the fields in your CSV file to the corresponding fields in ClickFunnels (e.g., Name, Email, Phone Number).

5. Confirm and finalize the import.

For step-by-step guidance and tips on formatting your CSV file, refer to the detailed article on How to Import Contacts From a CSV File.

Once imported, your contacts will be available in MessageHub, ready for use in conversations and other workflows.

Exporting Contacts

The Export option in MessageHub allows you to download your contact list for backup or external analysis. When you initiate an export, the contact file will be generated and sent to your email once it’s ready.

To export contacts:

1. Click the Export button at the top right of the Contacts dashboard in MessageHub.

2. Confirm the export action in the popup by clicking Yes, Export.

3. A notification will confirm that the export process has started.

4. Once the file is ready, a download link will be sent to the email address associated with your account.

Managing Contacts in MessageHub

MessageHub allows you to manage your contacts efficiently, keeping all customer information organized and accessible. Here’s an overview of what you can do:

Contact Information

At the top of the contact profile, you can:

• View and copy the contact’s email and phone number.

• Edit details like name, email, phone number, and company by clicking the Edit icon.

• Start a new message using the New Message button.

• Merge duplicate contacts or delete a contact permanently with the corresponding icons.

Contact Attributes

Use attributes like Customer ID or Account Size to store additional information.

• Click the pencil/edit icon next to an attribute to update it.

• Learn more about customizing attributes in the Custom Attributes article.

Contact Labels

Organize your contacts using labels.

• Add or remove labels in the Contact Labels section.

• For a deeper dive, check out the How to Use Labels in MessageHub article.

Previous Conversations

This section shows a complete history of interactions with the contact.

• Expand the Previous Conversations section to view all past conversations.

• Click on any conversation to review its details or continue the thread.

• For in-depth guidance on managing conversations, refer to our article on Managing Conversations in MessageHub.

Notes

The Notes section allows you to add internal updates or context about a contact.

• Notes are visible to your team and can help maintain a shared understanding of the contact.

• To add a note, type it into the text box and click Add.