Help Center
How to enable Javascript
Sign Up
Login
Join Our Community
Contact Us
Home
Using Shout
Create and Manage Contacts
Contacts
Search the Help Center
Contacts
Filter
Tags
Follow
What is CRM?
Overview CRM stands for Customer Relationship Management. CRM software creates a central place to organize all the details of your customers, making it easy to track the status of every customer…
Shout Support
Shout
Shout_Support
updated
1 yr ago
706
2
Contacts
How to Upload and Manage Contacts
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
Shout Support
Shout
Shout_Support
updated
2 mths ago
2
replies
516
1
Last reply
Shout Support
Shout
2 mths ago
Contacts
How to Add an S2S Contact
Overview Create an S2S contact by adding someone's Shout username to stay in touch with those on your team. Remember, Shout to Shout messages are always free.…
Shout Support
Shout
Shout_Support
updated
9 mths ago
55
Contacts
How to Mute a Contact
Overview You can mute contacts that don’t need your attention. Messages will stay in your inbox, but you won’t receive alerts when the muted contact sends a message.…
Shout Support
Shout
Shout_Support
updated
1 yr ago
21
Contacts
How to Merge Duplicate Contacts
Shout merges duplicate contacts. However, if you find you have a duplicate contact, you can manually merge them. Click on People in the left navigation to show a drop down menu Click Contacts Go to…
Shout Support
Shout
Shout_Support
updated
1 yr ago
48
Contacts
How to Add Favorites
Favorites Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Groups Bots Drip campaigns Quick responses Mark a Contact or Group as a Favorite Click…
Shout Support
Shout
Shout_Support
updated
4 mths ago
38
Contacts
How to Add Favorites (Mobile)
Overview Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Groups Bots Drips Contacts and Groups To mark a contact or group a favorite:…
Shout Support
Shout
Shout_Support
updated
4 mths ago
27
Contacts
How to Block a Contact
Overview Blocking a contact in Shout means you will not be able to communicate with that person from any outlet – Shout-to-Shout (S2S), Customer Service or Marketing.…
Shout Support
Shout
Shout_Support
updated
1 yr ago
89
Contacts
How to Block a Contact (Mobile)
Overview Blocking a contact in Shout means you will not be able to communicate with that person from any outlet – Shout-to-Shout (S2S), Customer Service or Marketing.…
Shout Support
Shout
Shout_Support
updated
1 mth ago
40
Contacts
How to Export Contacts
Click on People in the left navigation to show a drop down menu Click Contacts Bulk select all contacts, or select just the ones you want to export Select Bulk Actions Click Export Your contacts are…
Shout Support
Shout
Shout_Support
updated
1 yr ago
67
Contacts
How to Collect Birthdays
Overview Use Bots to collect your contact's birthdays automatically, or manually upload them using a CSV template. Use a Bot to Collect Birthdays Click on Automations in the left navigation to show a…
Shout Support
Shout
Shout_Support
updated
4 mths ago
106
Bots
How to Use Bulk Actions to Delete Multiple Contacts
If you need to delete multiple contacts at once, using bulk actions will help you save time. 1. Click on Contacts 2. Click on the check box next to each of the contacts you want to delete. 3.…
Shout Support
Shout
Shout_Support
3 days ago
14
Contacts
How to Find and Message Other Shout Users
You can search in Shout on both the web application and in the mobile app to find contacts by the information in their Shout Profile. It easiest to search by username,…
Shout Support
Shout
Shout_Support
updated
1 mth ago
58
Contacts
How to Save Custom Attributes to your Contacts
Custom fields can be used to add additional information to your Shout contacts such as Favorite Color, Marital Status and more. You can enable up to 10 custom fields.…
Shout Support
Shout
Shout_Support
3 mths ago
175
Contacts
How to Upload Your Contacts to the Mobile App
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
3 mths ago
28
Using the Mobile App
Home
Getting Started
What is Shout?
Onboarding Checklists
For Team Leaders
How Team Leaders Use Shout
Bot Templates
Drip Templates
Folders and Group Share
Managing Team Group Chats
For Team Members
How Team Members Use Shout
How to Join a Team Group Chat
How to Use Folders and Invite Links
For Your Business & Customers
How to Use Shout for Your Business
Bot Templates
Drip Templates
Orders and Invoices
Shipping
Using Shout
Set Up Your Account
Billing
Settings
Referral Program
Create and Manage Contacts
Contacts
Groups
Tags
Messaging
Messaging Features
Using the Inbox
Group Messaging
Scheduling Messages
Links
Quick Responses
Message Templates
Opt-Ins and Opt-Outs
Group Chats
Group Chat
Premium Features
Text Messaging
Social Chat
Bots
Drip Campaigns
Recurring Events
Automations
Bots
Drip Campaigns
Recurring Events
Orders and Invoices
Square Orders
Manual Orders
Order Alerts
Shipping
Shipping
Printing Settings
Shipping Alerts
Packing Slips
SCAN Forms
Refunds
Insurance
Sharing
Folders
Links
Navigating Mobile
Using the Mobile App
Updates & Library
Video Guides
Release Notes
Webinar Recordings - Coming Soon
Best Practices
Business Texting
Workflows
Contact Us