WhatsApp Contact Management

WhatsApp Contact Management allows you to organize and manage your WhatsApp audience through a hierarchical system: Contact Lists → Segments → Contacts.

Contact Lists

What Are Contact Lists?

Contact Lists are the highest level of organization. They group contacts by campaign, customer type, or business need.

Examples of Contact Lists:

• "E-commerce Customers"

• "Newsletter Subscribers"

• "Sales Leads Q4"

• "Support Tickets"

• "VIP Customers"

• "Past Customers"

Creating a Contact List

1. Go to Marketing Bot → WhatsApp → Contacts

2. Click "+ Create Contact List"

3. Enter list name

4. Enter list description (optional)

5. Click "Create"

Managing Contact Lists

View Lists:

• All contact lists displayed in table or grid

• Shows list name, description, number of contacts, creation date

Edit List:

• Click list name

• Update description

• Click "Save"

Delete List:

• Right-click on list

• Select "Delete"

• Confirm deletion

• Contacts can be moved to another list first

Segments

What Are Segments?

Segments are subsets of a Contact List, created by filtering contacts based on specific attributes or behaviors. Segments enable advanced, targeted messaging.

Examples of Segments:

• "High-Value Customers" (purchase over $500)

• "Inactive Customers" (no purchase in 6 months)

• "VIP Members" (loyalty tier status)

• "Recent Shoppers" (purchased in last 30 days)

• "Newsletter Openers" (opened last 3 emails)

• "Geographic" (customers in specific location)

Creating a Segment

1. Open a Contact List

2. Click "+ Create Segment"

3. Name your segment

4. Set filtering criteria:

   • Purchase history (amount, date, frequency)

   • Activity level (last purchase date, engagement)

   • Customer lifecycle (active, at-risk, inactive)

   • Demographics (location, age, interest)

   • Custom fields

5. Preview contacts that match criteria

6. Click "Save Segment"

Segment Criteria Examples:

Example 1: "VIP Customers"

• Criteria: Total purchases over $1,000

• Result: 157 contacts

Example 2: "At-Risk Customers"

• Criteria: No purchase in 6+ months, previous active customer

• Result: 234 contacts

Example 3: "New Customers"

• Criteria: First purchase in last 30 days

• Result: 89 contacts

Using Segments for Campaigns

When creating a WhatsApp campaign:

1. Select target audience

2. Choose "Segment"

3. Select specific segment

4. Campaign sends only to segment members

5. Highly targeted messaging

Contacts

What Are Contacts?

Individual contact entries with name, WhatsApp number, and custom data fields.

Adding Contacts

1. Open a Contact List

2. Click "+ Add Contact"

3. Enter:

   • First Name (required)

   • Last Name (optional)

   • WhatsApp Number (required, with country code)

   • Custom Fields (email, company, location, etc.)

4. Click "Save"

Managing Contacts

View Contact Details:

• Click contact name

• See full profile including:

  • Contact name

  • WhatsApp number

  • Email address

  • Custom fields

  • Conversation history

  • Campaign history

Edit Contact:

• Click contact → "Edit"

• Update information

• Save changes

• Information syncs across campaigns

Delete Contact:

• Click contact → "Delete"

• Confirm deletion

• Contact removed from all lists/segments

Contact Deduplication

Manage duplicate contacts:

1. Go to Contact Management

2. Click "Find Duplicates"

3. Review suggested duplicates

4. Delete the repeated one

5. Maintain clean database