Contacts¶
Contacts (also called Customers) are the people your store communicates with. Every conversation, campaign, and survey is linked to your contact list.
Contact fields¶
| Field | Description |
|---|---|
| First Name | Contact's first name |
| Last Name | Contact's last name |
| Phone | Primary phone number (with country code, e.g. +15551234567) |
| Email address | |
| Company | Optional: company or organization name |
| Notes | Free-text internal notes |
| Opt-in Status | Whether the contact has consented to receive messages |
| Created Date | When the contact was added |
Adding a contact manually¶
- Go to Contacts → Customers
- Click Add Contact
- Fill in at least the First Name and Phone fields
- Click Save
Searching contacts¶
Use the search bar at the top of the contacts list to search by name, phone number, or email.
Editing a contact¶
Click any contact in the list to open their profile. Click Edit to modify any field.
Deleting a contact¶
In the contact profile, click Delete. This removes the contact and disassociates them from any groups. Their conversation history in the inbox is preserved.
Contact history¶
From the contact profile you can see:
- All SMS messages sent to/from this contact (via the SMS Log tab)
- Their group memberships
- Any survey responses