Contact Management

Manage your audience effectively with Oblic's comprehensive contact management system. Import contacts, organize them into lists and segments, and use advanced search powered by Meilisearch to find exactly who you need.

Overview

Contact management includes:

• Import: CSV/Excel upload with smart column mapping
• Lists: Static groups of contacts
• Segments: Dynamic groups based on criteria
• Search: Instant search across all contact fields
• Profiles: Detailed history for each contact

Importing Contacts

Smart Import Wizard

Oblic features an intelligent import system:

1. Upload File: Drag and drop CSV or Excel
2. Column Mapping: AI-powered fuzzy matching
3. Validation: Check for errors
4. Import: Add contacts to your database

Column Mapping

Our smart mapper automatically detects columns:

• Email: Recognizes email patterns
• Phone: Detects phone number formats
• Name: Identifies first/last name fields
• Custom Fields: Map to contact properties

Fuzzy matching achieves 90%+ accuracy by recognizing variations like:

• "Email" → email
• "E-mail Address" → email
• "Phone Number" → phone

Supported Formats

• CSV: Comma-separated values
• Excel: .xlsx files
• Encoding: UTF-8 (automatic detection)

Contact Lists

Static groups of contacts:

Creating Lists

1. Navigate to Contacts > Lists
2. Click Create List
3. Give it a name and description
4. Add contacts manually or via import

Managing Lists

• Add Contacts: Manually or bulk upload
• Remove Contacts: Single or batch removal
• Export: Download as CSV
• Merge Lists: Combine multiple lists

Segments

Dynamic groups that update automatically:

Creating Segments

1. Go to Contacts > Segments
2. Click Create Segment
3. Define criteria using filters
4. Preview matching contacts
5. Save segment

Segment Criteria

Filter by:

• Properties: Name, email, phone, custom fields
• Tags: Has specific tags
• Lists: Member of certain lists
• Activity: Opened campaigns, clicked links
• Dates: Joined date, last activity
• Location: Country, city, timezone

Example segment:

Contacts WHERE
  tags CONTAINS "customer" AND
  last_campaign_opened > 30 days ago AND
  location.country = "India"

Contact Profiles

View detailed information for each contact:

• Basic Info: Name, email, phone
• Custom Fields: Any additional data
• Tags: All assigned tags
• Lists: Membership in lists
• Activity History: Campaign interactions
• Timeline: Chronological event log

Advanced Search

Powered by Meilisearch for instant results:

Search Features

• Full-text search: Across all fields
• Fuzzy matching: Typo-tolerant
• Instant results: Sub-100ms response
• Filters: Combine search with filters
• Keyboard shortcuts: Cmd/Ctrl + K

Search Examples

john@example.com          → Find by email
"John Doe"               → Exact match
+91                      → Phone prefix
tag:vip                  → Filter by tag
list:"Newsletter"        → Filter by list

Bulk Operations

Perform actions on multiple contacts:

• Add Tags: Tag multiple contacts at once
• Remove Tags: Untag in bulk
• Add to List: Move to a list
• Remove from List: Batch removal
• Delete: Permanent removal (with confirmation)
• Export: Download selected contacts

Contact Properties

Default Properties

Every contact has:

• Email (required)
• Phone (optional)
• First Name
• Last Name
• Company
• Created Date
• Updated Date

Custom Properties

Add your own fields:

1. Go to Settings > Contact Fields
2. Click Add Field
3. Choose field type:
   • Text
   • Number
   • Date
   • Boolean
   • Dropdown

Tags

Flexible categorization system:

• Add Tags: Click on contact, add tag
• Remove Tags: Click X on tag
• Filter by Tags: Use in segments and search
• Tag Management: View all tags in settings

Data Privacy

GDPR Compliance

• Consent Tracking: Record opt-in dates
• Unsubscribe: One-click unsubscribe links
• Data Export: Contacts can request their data
• Right to Deletion: Permanent contact removal

Data Security

• Encryption: All data encrypted at rest
• Access Control: Role-based permissions
• Audit Logs: Track all changes
• Backup: Daily automated backups

Best Practices

Next Steps