Contacts
On the People page, you can view existing and newly added people to the system, and group people according to conditions by creating segments. You can manage the list by adding, editing, deleting, and performing bulk actions on people, and you can also quickly update the list by importing and exporting people lists.
When you click on a person's avatar in the main menu, the People page opens.
This page lists the people you have created, as well as those who have sent you a message via any channel and those automatically created by the system. By default, all people are displayed in this list.
If you wish, you can create different lists by sorting contacts according to specific criteria. This way, you can avoid clutter and find the person you are looking for much more easily.
You can create a new segment by clicking the ‘+’ button on the People page.
By adding a condition or conditions to the segment you create, you can ensure that people who meet these criteria are automatically listed.
This allows you to group your people more neatly and quickly access the list you need.
You can configure your segment settings via the panel that opens when you click the ‘+’ button.
As a first step, give your segment a name that you can easily recognise.
After naming your segment, you must determine the criteria according to which individuals will be added to the list.
At this stage, you can choose one of two options:
Must match all conditions: Individuals must meet all the conditions you have specified to be listed in the segment.
Must match at least one condition: For individuals to be listed in the segment, they only need to meet at least one of the conditions you have specified.
By clicking the ‘Add a filter’ button, you can specify conditions for your segment.
Based on the conditions you select, the system filters through all individuals and automatically adds the results to your new segment.
In our previous article on tags, we explained how to create, edit, and delete tags.
For example, when adding a segment condition, if you select the ‘Tags’ option, the tags you have previously created will be listed. From here, you can select the tag you want to add as a condition to your segment.
The important point to note is this:
The tag selected here is evaluated based on whether it is present on the person. In other words, it is not checked whether a tag has been added to a conversation, but whether this tag has been assigned to the person themselves.
As mentioned in the tag description, you can add tags to both chats and people. However, the tag used in segment conditions is the person tag.
After setting the condition, you can complete your segment by clicking the Create button at the bottom of the page.
For example, when you create a segment called ‘Regular Customers’, you can click on it to access the list of people within the segment.
If you have only selected the ‘Regular Customer’ tag as a condition, the people listed here will only be those who have this tag.
To make changes to the segment, click on the pencil icon indicated by the arrow. From the panel that opens:
You can add new conditions or remove existing ones,
You can change the name of the segment.
This allows you to keep your segments up to date according to your needs.
When you enter a name or surname in the search field on the People page, a list of people containing the word you entered will be displayed.
This feature allows you to quickly find the person you are looking for without getting lost in long lists.
You can select individuals one by one by clicking on the box immediately to the left of their name.
At the top of the list, you can click on the box marked with an arrow to select all persons at once or deselect them.
After making your selection, you can delete the selected persons at once by clicking on the Delete button in the Batch Operations section of the top menu.
You can open the list settings by clicking on the button indicated by the arrow.
By selecting the options you want from this list as active or inactive, you can add or remove columns from your contact list.
This feature allows you to customise your contact list according to your needs.
In the contact list, there is a three-dot icon at the far right of each contact's name row.
To edit, click the three dots on the row of the contact you wish to edit. Click the Update button in the list that appears to open a panel where you can make your changes.
To delete, click on the three dots in the row of the person you wish to delete. Click on the Delete button in the list that appears, then confirm the deletion in the panel that opens.
This way, you can quickly edit or delete people.
💡This action cannot be undone; deleted individuals cannot be restored.
When you click on the ‘Add Contact’ button located at the top right of the page, a panel will open where you can enter the necessary information to create and add a new person.
Through this panel, you can add a new person to the list by entering their first name, surname, and other relevant information.
The First Name and Surname fields must be filled in; otherwise, the person cannot be created.
At least one of the Telephone or Email fields must be filled in; otherwise, the person cannot be created.
Other than these mandatory fields, the remaining information is optional and can be entered at your discretion.
Once all required information has been entered, you can add the new person to the list by clicking the Create button.
You can open the additional options menu by clicking the arrow button next to the Add Person button.
From this menu, you can:
Easily add new people,
Import or export the contact list.
This allows you to manage your contacts quickly and conveniently.
Exporting
When you click the Export button, the currently open contact list will be exported in the panel that opens.
For example, if the All Contacts list is open, all contacts will be exported.
If only the Regular Contacts segment is open, only this segment's list will be exported.
To complete the export process, click the Send to Email button. The list will be sent to the email address you used when registering with Qpien.
In the export message sent to your email, you can download the Excel file containing the contact list by clicking the Download button.
That's it! The export process is now complete.
Import
You can import your existing contact list from your computer into Qpien using the Import function.
The imported contacts will appear in your Contacts list, and you can send messages and make calls to these contacts.
To start the import process, click the Import Contacts button.
When you start the import process, the panel that opens will display:
You can upload the list of contacts you wish to import by selecting them from your computer using the drag-and-drop method or by clicking on the panel.
Supported file formats: .csv, .xlsx, .txt. Your contact list must be in one of these formats.
If you need a sample list, you can download a sample file in your desired format from the Download Sample File option, edit it, and then import it.
Once the file upload process is complete, click the Next button to continue the process.
In the import panel, you can see which data is located in which column in the person file you uploaded in the Column Name and Sample Data sections.
At this stage, you must select which field corresponds to each piece of data in the Qpien field section.
Once all mappings are complete, click the Next button in the bottom right corner to continue the process.
In the next panel of the import process:
Information about columns to be imported and columns not to be imported is displayed.
Immediately below, there are two options in the ‘What would you like to do with existing contacts?’ section:
Add new contacts and update existing contacts
Add new contacts and skip existing contacts
These options allow you to determine what should be done with existing contacts when adding the contact list.
In the import panel, you can select the tags you wish to add from your existing tags to the people you are importing from the Tags section located directly below.
Once you have made all your selections, you can complete the process by clicking the ‘Import’ button.
After the import process is complete, the results panel that opens displays a summary of information such as:
How many people were imported,
How many people were updated,
How many people were not imported.
Additionally, by clicking on the text ‘View import details, warnings, and errors’, you can download and review the file containing all the details.
After importing, the downloaded file shows in detail which individuals were not imported and why they were not imported.
This allows you to check for missing or incorrect records and, if necessary, correct them and import them again.