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- Contact Management
Contact Management
How do I add contacts to the system?
You can add contacts one at a time manually, or upload a list in bulk using an Excel/CSV file — the app has a dedicated upload feature for importing many contacts at once.
Can I organize contacts into groups or lists?
Yes, contacts can be organized into lists (including “dynamic lists” that update automatically based on criteria you set) and a “seed list,” which is typically used for test sends before a full campaign goes out.
What is the blacklist, and how do I manage it?
The blacklist holds contacts who should never receive messages (e.g., people who opted out). You can add contacts to the blacklist individually, import a blacklist in bulk, export it, and change a contact’s blacklist status at any time.
Will blacklisted contacts still show up in my campaigns?
No — blacklisted contacts are excluded from messaging, which protects you from accidentally contacting people who’ve opted out.
Can I export my contacts?
Yes, you can export your contact list (or filtered subsets of it) to a file, useful for backups or sharing outside the platform.
Can I add extra information about a contact beyond name and number?
Yes, you can create custom attributes/fields to store additional details about each contact, and you can also tag contacts to categorize them however you like.
Can I edit or delete a contact after adding them?
Yes, each contact can be updated or deleted individually from the contacts list.
Can I search or filter through my contacts easily?
Yes, the contacts list supports filtering (by tags, custom attributes, or list membership) so you can quickly find specific contacts instead of scrolling through your entire database.