Contact Management
23 articles
Blocked Communication and Birdeye InboxLearn all about what happens when communication to a customer is blocked.
How do I add and delete contacts in my Birdeye account?
How do I manage permissions for contacts added to my Birdeye account?This article shows how Birdeye allows to block communication sent to the customers.
How to create and manage custom fields?
How are leads generated within my Birdeye account?
How do I view the contact journey within my Birdeye account?Learn how you view the contact journey within your Birdeye account.
How do I manage contacts added to my Birdeye account?Learn how to manage contacts in your Birdeye account—edit details, merge duplicates, and organize contact lists.
How is an employee linked to a customer within the Birdeye account?This article will help you link employees to customers within the Birdeye dashboard.
Bulk contact upload template: Do's and Don't'sThis article will help you troubleshoot if you cannot upload the excel file with customer information for running a campaign.
How many contacts can I upload to my Birdeye account at once?FAQ
What does each of the fields in the contact upload Excel file mean?Understand each field in the contact-upload Excel template—learn what data is required and how to format it correctly.
How do I manage tags added to my contacts?
How can I download contacts from my Birdeye account?
How do I edit contact information within Birdeye?
How does contact management within Birdeye work?
How to use tags and custom fields?
How do I delete contact(s) on my Birdeye account?This article will explain how to delete one or multiple contacts in your Birdeye account and will walk you through the steps in the Contact Management dashboard.
How to restrict communication?
How to add or update review sources under the template?This article shows you how to add or update review sources under the template within Birdeye.
New Email Regulations from Gmail and Yahoo Mail: A Compliance Guide
Enhancing Email Deliverability Metrics with Birdeye
How do I manage access settings in automation?
How to Set Up and Use the Contact Segmentation Agent