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How to customize a Contact

The instructions below are for desktops and laptops only.

In this guide, we’ll walk through the steps to customize a contact on your tawk.to dashboard.

Accessing your contacts

1. Log in to your tawk.to account.

2. On your dashboard, ensure the correct property is selected.

3. Click Contacts on the top menu.

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

You can edit the contact’s email address, phone number, and job title in the About section, below the contact’s name.

1. Hover over the field you want to update and click the pencil icon.

2. Make the changes and click Save.

You can click + Add another to add multiple email addresses and phone numbers.

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

Under Add attribute, you can add a New Custom Attribute or User ID to 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)

3. Click Create to add the new field.

User ID

1. If you selected User ID, enter the value and click Save.

2. To delete the User ID, click the bin icon.

Adding a contact’s social media

You can add the contact’s Facebook, LinkedIn, Twitter, and Instagram profiles to the Social Media tab.

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 fields 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

How to add, export and delete contacts

How to manage contacts

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