Step 1: Adding Contacts
Incorporating your customers, fans, ambassadors, and employees into one cohesive space is the magic of Roster CRM. Here's how to get started:
Manual Addition:
To manually add a contact, simply click the "Add Contact" button at the top right of the Contacts page. You'll then be prompted to provide a name, email, and social handle. After adding the contact, it may take a moment to process the data. Once done, you can easily enrich the contact profile with additional details.
CSV Import:
Adding contacts one by one can be time-consuming. Fortunately, we offer a convenient CSV importer to upload numerous contacts with their associated properties swiftly. Look for the "Import" button in the top right corner of the Contacts page (near "Add Contact") or within Settings > Data Sources.
Follow the user-friendly wizard to upload your CSV list, mapping your fields to Roster's properties. In cases where incorrect data is detected, the upload may take several hours to ensure data accuracy. For further assistance, including CSV templates and tips, consult our CSV Import Guide.
Step 2: Understanding the Contact Profile
Unlock comprehensive insights about your customers, fans, and influencers through the contact profile. Please note that it may take a few hours to populate data after integrating or importing a sizable list.
Depending on what modules are turned on for your account, it may contain:
Contact Information: Includes name, email, address, phone, and more.
Social Data: Provides social profiles, posts related to your brand, and social metrics.
Custom Properties: Tailor your data organization by creating your own properties (details below).
Purchase History: Tracks historic purchases, including product SKUs, amounts, and frequency.
Sales Referrals: Monitors sales referred by the contact to your brand.
Campaign History: Records the individual's engagement with your campaigns.
Step 3: Creating Custom Properties
Recognizing that every company is unique, Roster CRM empowers you to create custom properties for optimal data organization. These properties can be utilized in the application and signup forms, visible in the Contact Profile under "Properties." To create or edit custom properties, navigate to Settings > Properties.
Take note of the flexibility to make properties searchable or have them displayed on the left sidebar within the contact profile.
Step 4: Mastering Search Filters
Search filters are your trusty companions for effortless contact management. They simplify the process of finding contacts, organizing lists, and gaining insights into your contacts. Here's how to make the most of them:
To add a filter, simply click the "Add Filter" button on the Contacts page. If you wish to delve deeper into filter customization, explore our article on advanced filtering techniques (link to article). We highly recommend it!
Additionally, you can customize the columns you view by clicking "Edit Column."