Importing, exporting and updating contacts in Connectif

 

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Importing contacts to Connectif is one of the first steps in setting up your account. Keeping your database updated will help you create and maintain a range of strategies to boost your ecommerce business.

In this article, you’ll learn about the different ways to import, export and update contacts in Connectif, so you can choose the one that best suits your needs.

 

How to import, export or update your contacts in Connectif

1. Using the Import contacts feature

This method consists of importing contact data using a CSV file using the Import contacts feature, found in Import contacts feature, found in "Contacts > View All > Import".

 

Learn how to collect contact data by importing contacts here.

2. Using the forms in Connectif content

This method consists of collecting contact data via forms in your content created in Connectif, through the Web Content Editor found in "Content > Web Content".

 

Learn how to collect contact data using forms in web content at this link.

3. Using web forms 

This method consists of collecting contact data by connecting existing forms on the website, via Integrated forms found in "Contents > Forms".

 

Learn how to collect contact details using the integrated forms here.

  

Sometimes, the website form cannot be integrated because it exists on a dynamic page, or because it cannot be resolved with a URL-type call to action. In that case, the form data can be collected via a custom integration for receiving data.

4. Via custom integration

This method consists of collecting contact data automatically during the user's own browsing on the page. Connectif offers two options for this:

  • • By sending contact information via an HTML tag.
 

Learn how to collect contact data using the HTML tag here.

  • By sending contact information via a JavaScript notification.
 

Learn how to collect contact data using the JavaScript notification here.

5. Using the Connectif API

This method consists of automating imports of contact data using the Connectif API, which also allows the synchronization of products and purchases.

 

Learn how to collect contact data using the Connectif API here.

 

 

Congratulations!
You’ve reached the end of the tutorial.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.

 


Keep learning!

To make the most of your Connectif account, we recommend reading these articles next:

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