Contacts
The Contacts Module is the central hub for managing your customer relationships, audience data, and engagement history. Think of it as a smart, dynamic address book that powers all your marketing campaigns, workflows, and customer support interactions.
Best Practices
Keep Your Data Clean
Your marketing is only as good as your data. Take a few extra seconds to organize your contacts properly, and your automated campaigns will run like a dream!
Your marketing is only as good as your data. Take a few extra seconds to organize your contacts properly, and your automated campaigns will run like a dream!
- Pick a Primary Number: If a customer gives you both a work phone and a personal phone, make sure you mark one as "Primary". This tells the system exactly which number to use when sending out automated WhatsApp campaigns.
- Verify Before You Send: Before you launch a massive campaign to 10,000 people, mark the numbers you know are real as "Verified". Sending messages to fake or dead numbers hurts your sender reputation!
- Keep Your Tags Tidy: Agree on a tagging system with your team. If you use the tag `VIP_Customer` but your coworker creates a tag called `Very_Important`, you'll end up with split audiences. Keep tag names consistent so your automations don't break!
- Pause, Don't Delete: If a customer hasn't purchased in two years, don't delete them! Just toggle their "Active" switch off. They won't receive your marketing blasts anymore, but you'll keep all their valuable historical data safe.