Managing Contacts in WappCloud

After adding contacts, WappCloud allows you to manage and organize them efficiently. You can update contact details, disable or delete contacts, assign tags for segmentation, and search or filter contacts to quickly find the right audience.

Editing Contacts

You can update contact details at any time to keep your database accurate.

Steps to Edit a Contact

1. Go to the Contacts section.
2. Locate the contact you want to edit.
3. Click the three dots under the Actions column.
4. Select Edit.

5. Update the required details such as:
   • Name
   • Mobile Number
   • Email
   • Attributes
   • Tags
6. Click Update.

Note:
The contact information is updated and immediately visible in the contact list.

Deleting or Disabling Contacts

You can either temporarily deactivate a contact or permanently remove them from your contact list.

To Disable a Contact (Temporary)

1. Go to the Contacts section from the Dashboard.
2. Locate the contact using the list or search bar.
3. Click the three dots under the Actions column next to the contact.
4. Select Disable from the dropdown menu.

5. The contact will now be inactive and can be reactivated later if required.

To Delete a Contact (Permanent)

1. Go to the Contacts section from the Dashboard.
2. Locate the contact you want to delete using the list or search bar.
3. Click the three dots under the Actions column.
4. Select Delete from the dropdown menu.
5. Click Confirm to permanently remove the contact.

Adding User Tags

Tags help you group and segment contacts for better targeting in campaigns.

Steps to Add User Tags

1. Click on the contact you want to tag.
2. Select Add User Tag.

3. Choose an existing tag from the dropdown list or create a new tag.
4. Click Add.

Note:
The contact is now associated with the selected tag, making it easier to filter and target in campaigns.

Searching and Filtering Contacts

You can quickly locate contacts using the search bar or advanced filters.

Search

• Use the search bar to find contacts by Name or Mobile Number.

Filters

Filters allow you to narrow down contacts based on specific criteria:

• Name – Filter by contact name
• Mobile Number – Filter by phone number
• Attributes – Filter by location, preferences, or custom details
• Tags – Filter by assigned user tags
• Created On – Filter by date range
• Status – Active or Disabled
• Source – Imported, Manual, or Organic
• Opt Status – Opt-in or Opt-out

Steps to Apply Filters

1. Select the required filter criteria.
2. Click Apply Filter.