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If you sell to companies, the question is not only what Ana did, but what is going on with ACME: who its contacts are, how much the company bought in total and what all of them did. Companies bring together the contacts of the same company and add up their activity.

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Where they come from

There are two ways, and you can use both at once:
  • From your events. When your system sends an event with group, ContactShip creates the company the first time its id arrives, updates its name and data the next times, and links the contact. See The contact’s company.
  • From a contact property. If you already keep the company in a text property, such as “Company”, ContactShip builds the companies from what you already loaded. Spelling variants of the same name end up as one: “ACME Inc.”, “Acme Inc” and “acme” are the same company.
If a company arrives through events and one with the same name was already built from the property, that one is used. A company never ends up twice.

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Build the companies from a property

1

Open Companies

In Contacts, go to the Companies tab and tap Build from a property.
2

Pick the property

The list shows your contacts’ text properties and how many of the latest 5,000 contacts have a value in each.
  • Recommended marks properties of type Company.
  • Only on contacts marks the ones your contacts have but that are not created as a property in Settings, for example because they came through the API or an import.
3

Build the companies

Tap Build companies. All your contacts are checked in batches and you see the progress: contacts checked, new companies and contacts linked. Your contacts don’t change.
  • Contacts that arrive later aren’t linked on their own. Go back to Build from a property and tap Add new contacts: it links the new contacts without repeating the companies that already exist.
  • One property at a time. To use another one, undo the current one first.
  • Undo removes the companies that came from the property and their links to contacts. The ones that came from events stay, with their contacts.

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The company page

Contacts → Companies lists them all, with their source, the id in your system and how many contacts each has. Search by part of the name or by the exact id, and tap one to open it.
  • Purchases. The total of what all its contacts bought, split by currency, with the number of purchases and the last one. It counts the purchase event or, if you don’t send that one, the one named like a sale, such as order_completed.
  • Contacts. Who they are, with their phone and email. Primary marks the contacts for whom it is their primary company.
  • Activity. What all its contacts did, newest first, with the name of who did it.
  • Company data. What arrived in properties inside group, such as the plan or the industry.
  • See in Contacts opens Contacts filtered by that company. From there you can tag them, create a campaign for them or filter them further.

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In Contacts

  • The Company column shows each contact’s primary company, linked to its page. If they have more, +N shows the rest. The column shows up when a contact on the page has a company.
  • The Company filter keeps the contacts of the companies you pick. You can also filter by a company’s data, for example plan = enterprise: it keeps the contacts of every company with that data, ignoring case.
  • The contact page shows their company under their name.
  • The same filter is in the contacts step of WhatsApp campaigns.

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In reports

In the custom report with events, split by Company to see how much each one buys. It is the company that came in the event or, if none did, the contact’s primary company. What has no company shows as Sin empresa.

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A contact with several companies

A contact can be in more than one company, for example if they work with two or changed companies. One is the primary: the first one they were linked to. It is the one the column and the contact page show; the rest appear as +N and and N more.

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Who sees them

  • All of this shows up with the events add-on on.
  • The Companies tab and each company page are for roles that can see every contact, because a company shows all its contacts and purchases. A role that sees only some contacts sees the Company column and filter, but not the tab.
  • Building and undoing companies needs permission to edit contacts.

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FAQ

It shows up with the events add-on on and for roles that can see every contact. To turn it on, write to support.
Only text properties or properties of type Company work. Number, date, yes/no or list properties can’t name a company.
It ignores case, accents, punctuation and the legal suffix at the end, such as Inc., LLC, Ltd., Corp., S.A., S.A.S. or GmbH. “Perez Distribution LLC” and “perez distribution” end up together. Two different names, such as “ACME” and “ACME Latam”, stay apart.
No. The link between the contact and the company is kept apart. Undoing deletes it and your contacts stay as they were.

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Next

The company in events

How to send group from your system.

Contact events

Filter contacts by what they did.