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Contact Terms & Definitions

Discover Mark360.ai — your centralized hub to manage, organize, and activate customer data for smarter communication.

Effective contact management is at the core of powerful engagement. Mark360.ai gives your business the tools to streamline customer interactions and marketing automation like a pro.

Let’s explore the key contact-related terms you’ll need to master:


Contact Terms Explained

TermDefinition
Bulk ImportImport multiple contacts into Mark360.ai in one go using a CSV/XLSX file.
Field ArrangementRearranging contact fields in your preferred order for better visibility.
Assigned UserThe Mark360.ai team member responsible for managing a specific contact.
TagsLabels used to organize, segment, or track contacts for campaigns.
Opt-In StatusIndicates whether the contact has consented to receive WhatsApp messages.
Sample FileA downloadable template showing how to format contacts for importing.
Search BarA field that lets you search and filter contacts using custom keywords.
Single-Tag ImportUploading contacts with only one tag per record to simplify segmentation.
Manual Contact CreationAdding a new contact manually within Mark360.ai’s dashboard.

Pro Tip:
Combine Tags + Custom Fields + Assigned Users to build laser-focused WhatsApp automations and campaigns in Mark360.ai!