Contacts

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

  1. Go to the Contacts section from the dashboard.
  2. Click the + Add Contact button in the top right corner.
  3. Enter the required fields:
    • Name
    • Mobile Number
    • Attributes (e.g., location or preferences)
    • User Tags (optional)
  4. Click Save to add the contact.

2. Importing Contacts

  1. Click on the Import your contacts area.
  2. Drag or upload a .xls file using the provided sample template to bulk import contacts.
  3. 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

  1. Click on the three dots () under the Actions column for a contact.
  2. Choose Edit to modify contact details or Delete to remove the contact.

5. Using Contacts for Audience Group

  1. Select the desired contacts using the checkboxes.
  2. 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.