Managing Contacts on WappCloud
The Contacts section in WappCloud helps you manage and organize all customer contact details. Here’s how to use it effectively:
1. Adding a New Contact
- Go to the Contacts section from the dashboard.
- Click the + Add Contact button in the top right corner.
- Enter the required fields:
- Name
- Mobile Number
- Attributes (e.g., location or preferences)
- User Tags (optional)
- Click Save to add the contact.
2. Importing Contacts
- Click on the Import your contacts area.
- Drag or upload a
.xls
file using the provided sample template to bulk import contacts. - Once uploaded, the contacts will be visible in the list.
3. Viewing and Managing Contacts
- The All Contacts list shows:
- Name
- Mobile Number
- Attributes (like city or area tags)
- User Tags
- Created On date
- Status (Active/Disabled)
- Use the Search bar to find specific contacts.
- Use Filters to refine your contact view based on attributes or tags.
4. Editing or Deleting Contacts
- Click on the three dots (…) under the Actions column for a contact.
- Choose Edit to modify contact details or Delete to remove the contact.
5. Using Contacts for Audience Group
- Select the desired contacts using the checkboxes.
- Click the Create audience group button to initiate a targeted audience for the selected contacts.
Tips for Managing Contacts
- Regularly update contact information to maintain accuracy.
- Use User Tags to group contacts based on broadcasts or preferences.
- Ensure all contact numbers are active to improve communication efficiency.
By effectively managing your contacts, you can personalize communication and boost customer engagement.