Contacts and Lists

Managing contacts and contact lists in Wapikit

Effective contact management is essential for successful WhatsApp marketing campaigns. Wapikit provides robust tools for managing your contacts and organizing them into targeted lists.

Contacts

Contacts in Wapikit represent your customers, prospects, or any individuals you communicate with via WhatsApp.

Contact Properties

Each contact in Wapikit includes:

• Name: The contact’s full name
• Phone Number: The WhatsApp-enabled phone number (required)
• Status: Active, Inactive, Blocked, or Deleted
• Attributes: Custom fields to store additional information (e.g., age, location, preferences)

Creating Contacts

You can add contacts to Wapikit in several ways:

Manual Entry

1. Navigate to Contacts > Add Contact
2. Enter the contact’s name and phone number
3. Add any additional attributes
4. Click “Save Contact”

Bulk Import

1. Go to Contacts > Import Contacts
2. Download the CSV template
3. Fill in your contacts’ information
4. Upload the completed CSV file
5. Map the columns to Wapikit fields
6. Complete the import

API Integration

Use our Contacts API to programmatically add or update contacts from your existing systems.

Managing Contacts

Wapikit provides several tools to manage your contacts:

• Search and Filter: Quickly find contacts based on name, phone number, or custom attributes
• Edit Contact Information: Update contact details as needed
• View Conversation History: See all previous interactions with a contact
• Tag Contacts: Apply labels to categorize contacts
• Delete or Block: Remove contacts or block them from receiving messages

Contact Lists

Contact Lists in Wapikit allow you to segment your contacts into groups for targeted campaigns.

List Properties

Each Contact List includes:

• Name: A descriptive name for the list
• Description: Optional information about the list’s purpose
• Contacts: The contacts included in the list
• Tags: Optional labels to categorize the list

Creating Contact Lists

To create a new Contact List:

1. Navigate to Lists > Create New List
2. Enter a name and description
3. Add contacts to the list by:
   • Selecting individual contacts
   • Filtering contacts based on attributes
   • Importing from a CSV file
4. Apply tags if needed
5. Click “Save List”

AI-Powered List Segmentation

Wapikit’s AI can automatically segment your contacts based on:

• Engagement Patterns: How contacts interact with your messages
• Response Rates: How frequently contacts reply to your campaigns
• Conversion History: Whether contacts have completed desired actions
• Behavioral Signals: Patterns identified from conversation analysis

To use AI segmentation:

1. Go to Lists > AI Segmentation
2. Select the segmentation criteria
3. Review the suggested segments
4. Save the segments as new Contact Lists

Managing Lists

Wapikit provides several tools to manage your Contact Lists:

• Edit Lists: Add or remove contacts from existing lists
• Duplicate Lists: Create a copy of a list as a starting point for a new segment
• Merge Lists: Combine multiple lists into a single list
• Export Lists: Download list data for external use
• Archive Lists: Hide inactive lists without deleting them

Best Practices

• Keep contact information updated: Regularly clean your contact database
• Use meaningful list names: Choose descriptive names that clearly indicate the list’s purpose
• Segment strategically: Create targeted lists based on customer journey stages
• Respect privacy: Only message contacts who have opted in to receive communications
• Leverage custom attributes: Collect relevant data to enable personalized messaging

Next Steps

After setting up your contacts and lists, you’re ready to:

1. Create campaigns to engage with your contacts
2. Set up automations for personalized follow-ups
3. Analyze engagement to optimize your contact strategy