Building a Customer Database
In this chapter you will find the following sections:
Understanding the Contacts page
Manually adding a contact
Manually uploading a database
Syncing your e-commerce customer database
Pop-Up
List Building through WhatsApp Direct links and WhatsApp widget
Understanding the Contacts page:
Your database is one of the most important assets for businesses.
You will find all customer data in one place within the Contacts page on BusinessChat. You will have an overview of your whole database (1) and different customer Groups (2). You will be able to see their names (3), numbers and other details (4), and the option to edit a contact (5), you will also be able to export (6) and upload this data with a single click (7).
How to build a customer database
Adding a single contact
Navigate to the Contacts icon from the main menu on the left.
Click on the "Create or import contacts" button.
From the options, select "Add a contact".
In the pop-up window, input the customer's Name and Phone Number, ensuring you include the correct country code.
Click Save to add the contact to your database.
Manually adding a database:
For adding multiple contacts simultaneously, importing a Comma-Separated Values (CSV) file is the required method. This is ideal for migrating existing customer lists or uploading segmented audiences for marketing campaigns.
Navigate to the Contacts icon and click "Create or import contacts".
Select the "Upload a CSV file" option.
Choose the prepared CSV file from your device. Or you can download the sample file from BusinessChat, fill it with your data and upload it.
Map the column in your file containing phone numbers to the corresponding field in BusinessChat.
Assign the imported contacts to a group. You can create a new group by providing a name or add it to an existing group from the dropdown list.
Select the correct country code for the phone numbers in your list.
Click "Import File" to begin the upload process.
Syncing your e-commerce customer database:
By synchronizing your customer database with the Business Chat platform, you will be able to target customers in marketing campaigns, remind them of their abandoned carts, and increase engagement with them.
To synchronize your e-commerce customer database with the Business Chat platform, follow these steps:
Click on the App Store icon, click on your installed e-commerce platform application.
Click on App Settings.
Enable the Sync contacts option.
🔴 Alert
We only sync contacts with valid phone numbers and who have placed at least one order.
Pop-Up:
The welcome series automation will allow you to double your website conversion rate and collect a database of new prospects information on autopilot.
While prospects are browsing the website, BusinessChat pixel will be monitoring the certain behaviors that show high interest.
Tracked behavior can be like prospects scrolling up to 75% of your landing page or spending more than 10 seconds on a page or even attempting to close the website window.
When one of the triggers happens, a pop up message will show up to offer an incentive for their first purchase. Interested prospects will click on the button and will get redirected to their WhatsApp application, where they will receive the coupon code.
Whatsapp Direct conversation links and WhatsApp Website Widget :
You can also use your Social Media traffic and website traffic to redirect visitors to your WhatsApp channel while the Whatsapp Widget works only for your website, you can transform your WhatsApp number into a clickable link that redirects clickers to your Whatsapp channel and place it anywhere ( Instagram bio, Facebook content, add it to a clickable button in your website, your Email signature ...)
We have made it even easier through our free tools :
Build your Widget from within your BusinessChat account
Transform your Whatsapp number to a link with our Free WhatsApp Link Generator