Customizing a Contact
The instructions below are for desktops and laptops only.
Accessing your contacts
2. Click Contacts on the left navigation bar.
4. You’ll be brought to the Contacts page, and a list of your contacts will appear.
5. Click the contact you want to customize.
Changing a contact’s name and profile image
1. Hover over the contact's name and click the pencil icon.
2. Edit the contact’s first and last names.
3. To edit the profile image, hover over the profile image and click the + icon. Then, select an image from your computer.
4. Click Save.
Changing a contact’s email, phone number, and job title
1. Hover over the field you want to update and click the pencil icon.
2. Make the changes and click Save.
3. You can set the primary email address or phone number by clicking the pin icon if a contact has more than one.
4. You can delete an entry by clicking the bin icon.
Adding more information in the About section
New Custom Attribute
1. When you click New Custom Attribute, a pop-up appears, where you can enter the Name and Key (optional), and set the Format. The Key field accepts lower-case letters, numbers, underscores, and hyphens.
2. You can set the Format with the following options:
Short Text (Max 250 characters)
Number
Decimal Number
True or False
Date
Long Text (Max 2048 characters)
List (Single Selection)
List (Multi Selection)
Note: If a Long Text field is used in a Pre-Chat or Offline form, visitors can enter up to 250 characters on the form. After the chat ends, agents can update the contact’s profile and expand the text to 2048 characters.
3. Click Create to add the new field.
Learn more here:
Using the Pre-Chat Form
Using the Offline Form
User ID
2. To delete the User ID, click the bin icon.
Adding a contact’s social media
1. Hover over a field and click the pencil icon.
2. Enter the URL and click Save.
Adding a contact’s organization
1. Click + New organization.
2. In the pop-up, enter the organization’s Name, Email, and Phone number. Then, click Save.
Adding tags to a contact
You can use tags to categorize and segment your contacts, making it easy to filter and target specific groups of contacts.
1. Click + under Tags to add a tag to the contact.
2. Select a tag from the list or create a new tag for this contact.
Tips for effective contact management
Consistency
Keep your contact information up-to-date and consistent. This will help avoid confusion and ensure you're communicating with the right people.
Organization
Use tags and Custom Attributes effectively to organize your contacts in a way that makes sense for your business. This will save you time and effort in the long run.Regular review
Periodically review your contact list to remove any outdated or irrelevant information. This will help keep your database clean and efficient.
By following these steps, you can effectively customize your contacts in tawk.to and provide more personalized support.
To learn more about managing your contacts, see these helpful guides:
How to add and delete organizations in Contacts
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