All Contacts

The All Contacts page provides a centralized view of every contact stored in your workspace. It serves as the main interface for managing your contact database, offering complete access to creation, filtering, updating, and exporting functions.

All Contacts is especially useful when you want to:

  • Quickly view, filter, and search across all saved contacts

  • Create, edit, or delete individual contacts

  • Export your entire contact list to a CSV file for updating existing contacts, reporting or backup

  • Access detailed contact profiles and attribute information


Manage Your Contacts

The Messaging Platform provides flexible options for managing your contact data. You can either manually add a single contact or import and update multiple contacts using a CSV file.

Choose one of the following methods:

Create a Single Contact

Manually create an individual contact by filling out a contact form.

Create a Single Contact
Import Multiple Contacts from a CSV file

Upload a CSV file containing multiple contact records for bulk import.

Import Multiple Contacts from a CSV file
Updating Existing Contacts

Update existing contact records by uploading a CSV file.

Updating Existing Contacts

Create a Single Contact

Use this option to manually add one contact at a time to your workspace.

Step 1: Open a Single Contact Creation Form

  1. Go to Contacts, select All Contacts

  2. Click Add New and select Create Contact.

Add New Contact Button

Fig. 1. Start Contact Creation.

Step 2: Enter Contact Details

Fill in the contact’s information using the available generic and custom attribute section values. Enter values as appropriate for each field, including First Name, Phone Number, and any additional custom attributes you’ve configured.

Contact Form Fields

Fig. 2. Contact Form.

Step 3: Save the Contact

Click Submit to save the new contact to your workspace.


Import Multiple Contacts from a CSV file

Use this option to upload and create multiple contacts from a single CSV file.


Before You Begin

To import multiple new contacts, you must first prepare a properly formatted CSV file containing the contact information.

  • Use the following template to get started: Download

  • This file includes the required columns such as First Name, Last Name, Phone Number, Email.

Note

  • Replace the sample values in the CSV file with your actual contact data.

  • Ensure the file is saved in .csv format and encoded in UTF-8.

  • The file size must not exceed 50 MB.


Step 1: Open Upload CSV form

  1. Go to Contacts, select All Contacts

  2. Click Add New and select Upload CSV.

Add New Contact Button

Fig. 3. Start Contact Creation.

Step 2: Upload the CSV File

When the upload page opens, click the selection area or drag and drop your CSV file into the designated upload zone.

Upload CSV File

Fig. 4. Upload a single CSV File.

Step 3: Configure Upload CSV Settings

After selecting your CSV file, configure the available upload options to ensure proper handling of your contact data.

  1. Add to List(s) – Assign the uploaded contacts to one or more existing contact lists. See Lists for more information.

  2. Set Timezone – Optionally apply a default timezone to all imported contacts.

  3. Action for Existing Contacts – Choose whether to retain or remove existing contacts in your workspace.

  4. Update Existing Contacts – Disable this option if you are adding new contacts and do not want to overwrite existing records.

Note

In this example, we are uploading new contacts only. Make sure to disable the Update Existing Contacts option if you do not intend to overwrite existing records.

Upload CSV File

Fig. 5. Configure Upload CSV Settings.

Step 4: Review and Map to Attributes

In the Review and Submit step, the system will automatically detect and parse each column from your CSV file, then attempt to match them to the appropriate contact attributes (e.g., First Name, Last Name, Phone Number).

Carefully review each column to ensure the data is correctly aligned with its corresponding attribute before proceeding.

Attribute Mapping

Fig. 6. Assign Columns to corresponding Contact Attributes.

Step 5: Submit and Import Contacts

After reviewing and confirming the mapped attributes, click Submit to begin the import process.

The system will create new contacts based on the uploaded data. Once the import is complete, a confirmation message will appear: Contacts uploaded successfully.

Note

If you encounter issues uploading a CSV file or receive an error message during the process, please contact us via live chat or email us at support@didww.com .


Updating Existing Contacts

Use this option to update existing contact records by uploading a CSV file containing the External ID (My ID) and any attributes you want to add or modify.

In this example, we will add a new attribute (Birthday with a Date value type) to existing contacts. The same process can be applied to update any custom attribute that has already been defined.


Before You Start

To update contact records, you must first prepare a properly formatted CSV file.

  • The file must include the mandatory columns: External ID, Phone Number, and Email. These are used to identify and match existing contacts in the system. Example template: Download

  • The attribute you want to update (e.g., Birthday with a Date value type) must already exist in your contact attributes. Learn more: Contact Attributes

  • Export your existing contacts to obtain the current External ID (My ID) values before preparing the update file.

Note

If your file includes data for attributes that do not yet exist in the system, those attributes will be automatically created. However, their value types may not be set correctly. It is recommended to manually define contact attributes in advance with the appropriate value types.


Step 1: Prepare the File for Upload

To begin the update process, export your current contacts and prepare the data:

  1. Go to Contacts > All Contacts.

  2. Click the Download CSV button. The External ID column will be included in the export.

  3. Open the downloaded CSV file and locate the custom column (e.g., Birthday).

  4. Enter the new column values for each contact (e.g., Birthday in YYYY-MM-DD format).

  5. Remove any columns and data you do not intend to update. Ensure that External ID, Email, and Phone Number remain in the file.

  6. Save the file.

Note

  • Save the file in .csv format with UTF-8 encoding.

  • The file size must not exceed 50 MB.

Step 2: Open Upload CSV form

  1. Go to Contacts > All Contacts

  2. Click Add New and select Upload CSV

Start Upload

Fig. 1. Start Upload.

Step 3: Upload the CSV file

When the upload page opens, click the selection area or drag and drop your CSV file into the designated upload zone.

Upload CSV File

Fig. 4. Upload a single CSV File.

Step 4: Configure Upload CSV Settings

Make the following selections during upload configuration:

  1. Add to List(s) – Leave empty unless needed

  2. Set Timezone – Optional

  3. Action for Existing Contacts – Retain existing contacts

  4. Update Existing Contacts – Enable this option to overwrite records

  5. Select a method to recognize contacts – Choose By My ID

  6. Handle Missing Attributes:

    • Keep previous values – Retain existing attribute values for fields that are not included in your CSV file.

    • Delete previous values – Clear any attribute not present in the uploaded CSV and reset it to an empty state.

Upload Settings

Fig. 2. Configure Upload Settings.

Step 5: Review and Assign Columns

In the Review and Submit step, the system will display each column from your CSV and attempt to assign them to existing contact attributes.

Follow these steps to configure the recognised columns:

  1. Verify that all mandatory identifier fields (External ID, Phone Number, and Email) are selected. These fields are required to match and update the correct contact records.

  2. Confirm that each column is assigned to the appropriate contact attribute. Unselect any columns that you do not wish to update.

  3. Ensure the custom column intended for update is selected and correctly assigned to the corresponding attribute. For example, the Birthday column should be assigned to the Birthday attribute with the Date value type.

  4. Review all other selected columns and verify that the attributes reflect the updates you intend to apply.

Attribute Mapping

Fig. 3. Attribute Mapping Preview.

Step 6: Submit and Apply Updates

Click Submit to process the update.

The system will match each contact by External ID and update the Birthday attribute accordingly.

Note

If you encounter upload issues or receive an error message, please contact support via live chat or email: support@didww.com


Viewing, Editing, or Deleting a Contact

  1. Go to Contacts and open the All Contacts section.

  2. Locate the contact you want to manage.

  3. Click the Actions button and choose one of the following options:

    • Details – View contact information.

    • Edit – Modify contact details.

    • Delete – Permanently remove the contact.

Actions button for contact management

Fig. 1. Actions Menu for Managing a Contact.


Downloading All Contacts to a CSV File

You can export all contact records from the Messaging Platform in CSV format for backup or external processing.

  1. Navigate to Contacts and open the All Contacts section.

  2. Click the Download CSV button located at the top of the page.

  3. In the pop-up window, enter a file name and select the destination on your device.

  4. Click Save to complete the download.

Screenshot of the Download CSV Button

Fig. 1. Download CSV Button.