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Importing contacts


Katie12343

What are the options for importing contacts into videoask? 

 

Best answer by Grace

Hey @Katie12343 welcome welcome!

At the moment we have two options for importing contacts to VideoAsk:

First up in you are a Typeform user you can import contacts from your Typeform account to your VideoAsk contacts list, so you can transfer contacts you collect through a typeform across to VideoAsk to begin a video conversation.

The second is you can now manually add contacts, so if you head to your contacts list you’ll see the button to add a contact there and you can enter the name, email and phone number of a contact.

These are both really new features to VideoAsk so I would imagine as time goes on we’ll keep developing the contact options.

Hope that helps, let me know if you have any more questions 😊

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Grace
Community Team
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  • June 30, 2022

Hey @Katie12343 welcome welcome!

At the moment we have two options for importing contacts to VideoAsk:

First up in you are a Typeform user you can import contacts from your Typeform account to your VideoAsk contacts list, so you can transfer contacts you collect through a typeform across to VideoAsk to begin a video conversation.

The second is you can now manually add contacts, so if you head to your contacts list you’ll see the button to add a contact there and you can enter the name, email and phone number of a contact.

These are both really new features to VideoAsk so I would imagine as time goes on we’ll keep developing the contact options.

Hope that helps, let me know if you have any more questions 😊


john.desborough
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  • Certified Partner & Champion
  • 5259 replies
  • June 30, 2022

@Grace - I did not know that you could do that import from Typeform .. that is going to be such a boon to create some quick ways of, for example, creating a welcome message to registrants to a workshop or webinar!

 

 


Katie12343
  • Author
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  • 1 reply
  • June 30, 2022

Is there a way to import large amounts of contacts into typeform then into videoask? 

Also, does this platform work better for smaller firms with less contacts?


john.desborough
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  • June 30, 2022

@Katie12343 - Typeform is NOT a CRM solution.. you can’t import the contact info like that.. 

What @Grace is referring to is that IF you already have a Typeform with responses (that include email address) you can import that data from Typeform into VA. But that is from a set of response data and not a set of contact records. 

 

 


Grace
Community Team
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  • July 1, 2022

Hey @Katie12343 👋 yep so as @john.desborough says it’s more of a way to link up the two products to continue your workflow. At the moment we don’t have any mass import options, for example being able to import from a Google Sheet of contacts or a CRM but I’m pretty sure this will become an option in the future! 

We have a variety of business sizes using VideoAsk, it allows you to create personalized video interactions on a larger scale - did you have a particular use case in mind yet?

 

(BTW @john.desborough I think the import contacts from Typeform will certainly open up a few doors for multi-product use! Excited to start seeing people use it!)


john.desborough
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  • July 2, 2022

@Grace - i agree.. i see some ‘workflow’ type scenarios that would take advantage of that… still need to see how to “automate” that process within the native tool capabilities of the Typeform platforms

 


  • Navigating the Land
  • 2 replies
  • March 29, 2023

To be clear, if my contact are not in typform I would have to upload each contact manually and individually?


Grace
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  • March 29, 2023

Hi @smartmgmt if someone is responding to a videoask you have created you can collect contact details and they will be automatically added to your VideoAsk contacts list. 

Otherwise, you can manually add a contact to VideoAsk, or add them from your Typeform contacts if you use both products.

Was there a particular use case you were thinking about for VideoAsk? 


  • Navigating the Land
  • 2 replies
  • March 29, 2023

Yes. I would like to upload my entire contact list via excell or cxl file.

My existing CRM is Mailerlite and Fresha.


Grace
Community Team
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  • March 29, 2023

Ah ok thanks @smartmgmt it’s not possible to upload a list as of yet, is that so you can easily send direct video messages to your existing contacts? 

It’s something that’s on our feature request board so I will go add a +1 to it and be sure to let you know if it makes it onto the road map in the future.


Grace
Community Team
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  • March 29, 2023

We do have a workaround guide here @smartmgmt that could be helpful

 


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