ContactsAdding Contacts

Contact Management in WappCloud

WappCloud makes managing your customer connections simple and smart. The Contacts section lets you organize all your customer details in one place, so you can reach the right people at the right time.

Managing contacts is a key part of staying connected with your customers. Let’s take a closer look at how contacts work and how you can manage them effectively.

Adding Contacts in WappCloud

Contacts in WappCloud can be added using two methods:

1. Adding a New Contact

  • Add one contact at a time by entering the customer’s details manually.
  • Ideal for adding new or individual contacts accurately.

2. Bulk Contact Import

  • Upload multiple contacts at once using an Excel template.
  • Saves time and ensures consistent data entry for large contact lists.

Method 1: Adding a New Contact

Step 1: Navigate to the Contacts Section

  • Go to the Contacts tab from the Dashboard.
  • Click the green + Add Contact button at the top-right corner.
WappCloud Step 1

Step 2: Enter the Contact Details

  • Fill in the mandatory fields:
    • Name
    • Mobile Number
  • Optionally, add Attributes or Tags for better organization.

Step 3: Save the Contact

  • Click Save Contact.
  • The new contact will appear in the All Contacts list with the status Active.
WappCloud Step 2

Note:
This method is ideal for adding individual or important contacts accurately.

Payment Tax Info UpdateImporting Contacts