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.
Core Concepts
Rich Contact Profiles
Gone are the days of simple spreadsheets. Your contacts can store everything you need to know about your customers.
- The Basics: Easily record their First Name, Last Name, Gender, and upload a Profile Picture to put a face to the name!
- Multiple Contact Methods: A single person might have a work phone, a personal phone, and three different email addresses. Our system easily stores all of them in one place!
- Active Status: If a customer asks to be paused, simply turn off their "Active" switch instead of deleting them. You keep their history, but they won't receive marketing blasts.
Smart Communication Flags
When a contact has multiple phone numbers, how do you know which one to message? We use simple flags to keep things organized:
- Work vs. Personal: Label each phone number or email so you know exactly how to reach them.
- Primary Contact: Pick exactly one number and one email to be the "Primary" method. Our WhatsApp campaigns will automatically use the Primary number!
- Verified: Mark an email or phone as "Verified" once you know it works, ensuring your messages always get delivered.
Bonus: Don't worry about international formatting! The system automatically handles country codes so your global WhatsApp messages always go through.
The Power of Tags
Tags are simple text labels (like "VIP", "Summer_Buyer", or "Needs_Follow_Up") that you attach to contacts. They are the easiest way to organize your audience.
Why it's awesome: Want to send a discount code to your best customers? Just filter your list by the "VIP" tag, select them all, and click Send WhatsApp Message!