Experiencing problems? Try these troubleshooting steps.

View and manage your contacts

A new contact is created each time somebody responds to one of your videoasks and submits their contact details. You can also add a contact manually to your contact list or if you're a Typeform user, you can import your contacts from Typeform to VideoAsk.

If you'd like to view all conversations with a contact, delete conversations or contacts, update contact details, or send a direct message, you can do so from the contact directory.

Note: Team members will only see a contact in the directory if the contact has responded to a videoask in at least one folder they have access to.

Jump to:

View a contact

Add a contact

Add a contact to your favorites list

Edit contact details

Delete a contact

Delete conversations

Tag conversations

View a contact

1

In the left side bar, click Contacts.

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2

You'll now see all your contacts listed alphabetically. Click a contact's name to view all your conversations with them.

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💡 Tip: If you have a lot of contacts, start typing the name of the contact you're looking for into the search bar to avoid having to scroll.2022-01-20_16-42-23__1_.gif

3

Conversations with this contact will be listed from newest to oldest. Click a conversation to view it.

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Add a contact

1

From the left sidebar, click Contacts.

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2

Click Add.

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3

Click Add contact.

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4

Enter your contact's Name and Email. You can also add their phone number if you like. 

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Note: The Email field is a required field.

5

When you've entered their details, hit Create.

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6

The contact will be added to your contact list. Why not send them a direct video message to say hello? 👋 

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💡 Tip: You can also import contacts from Typeform to VideoAsk.

Add a contact to your favorites list

Add your VIP contacts to your favorites list for quick messaging and speedy access to your past conversations. 

1

From the left sidebar, click Contacts.

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2

Click the heart icon next to the contact you want to make a favorite.

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3

All your favorites will appear at the top of your contact list.

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4

Click the three dots () next to a contact's name to go to that contact, edit their details, start a new conversation, or delete the contact.

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5

To remove a contact from your favorites list, click the heart icon again.

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Edit contact details

If a respondent's contact details have changed or they've made a typo when submitting them, you might want to update their contact details. 

1

From the contact directory, select a contact and click Edit contact details.

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2

Edit as needed and click Update to save your changes.

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Delete a contact

If you've received responses from contacts that you no longer need, you can delete a contact from your contact directory. However, note that deleting a contact also deletes all your conversations with them.

1

In the contact directory, select a contact and click Delete contact.

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2

Type the contact's name to confirm you truly want to delete it. Click Yes, delete it.

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⚠️ Important: Deleting a contact deletes all their responses and your conversations with them as well. Deletions cannot be reversed.

Delete conversations

If you would like to tidy up your account, you can always delete old or unnecessary conversations. Be aware, however, that deletions cannot be undone. For major tidying, learn how to delete videoasks and folders.

1

Click the three vertical dots next to the conversation you want to delete.

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2

Select Delete entire conversation.

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3

Click Yes, delete it.

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Tag conversations

You can tag conversations from directly within your conversations feed and videoask inbox. To quickly tag conversations with many contacts, you can also do so from the contact directory. 

1

Click the Tag icon.

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2

Toggle on any existing tags.

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3

Type to add a new tag and click + Add.

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4

When you're finished editing tags, click Done.

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