Introduction to Address Books

Dear valued customer,

We’ve made some exciting improvements to Address Books, and this article will be updated soon to reflect those changes.

If you have any questions in the meantime, feel free to reach out through chat (if it’s included in your plan) or by submitting a ticket in the support center.

Thank you for being a part of Vuepak.

The Vuepak Team

Address Book Overview

The Address Book page allows you to create and manage multiple address books for segmentation.

Vuepak follows a standard CRM contact management structure, making it easy to sync with your CRM integration.

Contact Types in Vuepak

Leads

• Definition: Individuals who have shown interest but are not yet qualified or converted.

• Key Point: Leads are typically prospects who haven’t gone through the qualification or sales process yet.

Contacts

• Definition: Once a lead is qualified and converted (e.g., entered the pipeline or became a customer), they are converted into a Contact.

• Key Point: Contacts can represent customers or active opportunities, depending on your CRM flow.

Companies

• Definition: Companies represent organizations you have a relationship with.

• Key Point: A Company is created when a lead is converted and associated with a Contact.

• Important: In Vuepak, Companies are shared across all address books to avoid duplicate entries.

Address Books in Vuepak

Each user under your Vuepak account has their own address books. Every account includes three default address books that cannot be deleted:

• Default Address Book
  Contacts entered manually when sending messages (via email or text) are automatically added here. These contacts also appear in the autocomplete feature for future messaging.

• Company Address Book
  This address book shares its contacts with all other users under your company account.

• Admin Leads
  Your company admin can upload contact leads and assign them to you. These leads will appear in this address book.

Key Reminders

• Companies are global across all users to maintain a clean database.

• Leads, Contacts, and Companies follow a CRM-standard progression for easy syncing with external systems.

Creating an Address Book

To create an address book and add contacts, follow these steps:

1. Click Address Book on the main menu.
2. Click Add New Address Book.

3. Name your address book.

4. Click Save.

To change the name of an address book, click the edit pencil icon on the address book entry.

To delete an address book, check the box next to it and then click Delete Address Book.

Address Books can be shared with other members of your team. To share, checkmark the address book under the Share column. Then, specify whether to allow changes by others by selecting either No Changes or Changes Allowed in the Share Permissions column.

5. To add contacts, click the Manage icon.

6. To add contacts one at a time, click New Contact.

7. Complete the fields and select the contact's time zone from the dropdown menu.

You can also import your contacts from Gmail and Microsoft Office, or use a spreadsheet in CSV, XLS, or XLSX formats.

Note: Contacts must have a valid email address in order to be imported.

To import contacts from Gmail or Microsoft Office 365, click the corresponding icon and follow the provided steps.

To import contacts from a spreadsheet, click the File Import icon.

Drop your file in the Dropzone or click Browse. A mapping page will appear.

Map each column to its corresponding field. Please note that the column header will show the header contents from your spreadsheet.

Important Note: If you plan to use Zapier to sync the address book with another application, such as your CRM, be sure to map the Contact ID field. You can confirm its presence by checking your exported spreadsheet.

If your spreadsheet files are organized the same way each time, you can save your custom mapping by checking the box next to Save Custom Mapping and entering a Map Name before you click Import. This allows you to easily select your saved mapping from a dropdown menu during future imports.

Any contact in your address book can be updated with new details. To do so, follow these steps:

1. Checkmark the contact you want to update.

2. From the Action menu, click Edit.

3. Make your changes and click Save.

To delete one or multiple contacts, follow these steps:

1. Checkmark the contact or contacts you wish to delete.

2. From the Action menu, click Delete.

3. Confirm your intentions by clicking OK.

To move or copy contacts to another address book, follow these steps:

1. Checkmark the contact or contacts you wish to move or copy.

2. From the Action menu, click Move to Address Book or Copy to Address Book.

3. Select the destination address book.

4. Confirm your intentions by clicking OK.

To unsubscribe one or multiple contacts from an address book, follow these steps:

1. Checkmark the contact or contacts you wish to unsubscribe.

2. From the Action menu, click Unsubscribe.

3. Confirm your intentions by clicking OK.

There are three dropdown view options for contacts in an address book, each with specific definitions:

1. Subscribed: These are addresses that you have manually entered or imported. You can send messages to these contacts individually or to the entire address book.

2. Unsubscribed: These are recipients who have opted out of receiving emails from you in the past. They are automatically moved to this list to prevent future messages.

3. Cleaned: These are addresses that have experienced Hard Bounces or too many Soft Bounces and have been removed to protect your domain reputation. To learn more about our handling of bounced emails, please see the article named How Vuepak Attempts to Prevent Email Bounces.

Learn How to Correctly Configure Your Email Account.