Add, edit, tag and delete contacts

Everything is on Dashboard → Contacts. The list shows the contacts of the WhatsApp number selected at the top of the dashboard.

Add or change one contact

• Add Contact: enter the phone number with its country, and optionally name, email, tags and custom fields.
• To change a contact, open the ⋯ menu on its row and choose Edit. The same menu has View, Send Message and Delete.

Delete contacts

• One contact: row menu ⋯ → Delete, then confirm.
• Several contacts: tick the checkboxes on the left, then click Delete in the bar that appears and confirm.
• Everything that matches a search or filter: tick the box in the table header, click Select all N filtered contacts, then Delete. All matching contacts are deleted, not only the page on screen.

You can do this yourself; no ticket is needed. A deleted contact disappears from the list and from future campaigns. Past campaign reports and the chat in the Inbox are kept. If the same person writes to you again, or you import the number again, the contact comes back.

Opt-out

• A contact who replies STOP or UNSUBSCRIBE (typed, or a quick-reply button with that text) is marked opted out automatically. START opts them back in.
• To do it by hand, open ⋯ → Edit and untick Opted in to receive messages.
• Opted-out contacts stay in your list but are skipped by every campaign.

Groups

• Groups (button at the top of Contacts) creates and deletes groups. Deleting a group does not delete its contacts.
• To fill a group, tick contacts (or select all filtered contacts) and choose it under Add to Group.
• Under Advanced Filters, pick a group to see only its contacts. The same filter is in the campaign audience step, so you can send a campaign to one group.

Tags

• Tick contacts and use Add / Remove Tags to tag many at once.
• Manage Tags creates and deletes tags. Deleting a tag removes it from its contacts; the contacts themselves stay.
• Campaign audiences are built from tags and filters, so tags are the way to split a list into batches.

Find and export

• Search by name or phone, filter by opt-in status, tags or custom fields, and sort by date or name.
• Export downloads all contacts of the number as a CSV file (name, phone, email, opt-in, tags, date added).
• Custom Fields is where you add your own columns such as city or renewal date.