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Wapto documentation

Contact Management

Welcome to WAPTO!

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1. Overview

The Contact Management module serves as the primary CRM hub for Wapto. It enables businesses to centralize, organize, and segment their customer database for highly targeted WhatsApp campaigns and automated workflows.

Centralized Hub
Consolidate leads from every touchpoint—campaigns, forms, and chatbots—into a single, actionable database with real-time tracking.

2. Operational Infrastructure

The Contacts interface is designed for high-visibility management, providing real-time data on your customer growth and limits.

Command & Control
  • Health Metrics: Real-time tracking of contact count vs. plan limits (e.g., 9,992 / 10,000).
  • Global Discovery: Instant keyword search to locate customers by name or phone number.
  • Dynamic Data Fields: Customize the data grid to show specific attributes relevant to your sales flow.

Pro Tip: Use the "Refresh" button periodically to re-sync the contact index and ensure real-time accuracy across team members.

3. Data Attribute Taxonomy

Wapto captures a rich spectrum of customer data points to enable high-fidelity personalization and lead scoring.

Phone Identity

Mandatory unique identifier with country code for WhatsApp delivery.

Lead Tags

Dynamic labels (Lead, VIP, Refund) for segment-based messaging.

Lead Source

Track origin (Ads, Website, QR) to measure campaign ROI.

Firmographics

Capture Company Name and Business association for B2B flows.

Preference

Set preferred language to localize automated responses.

Sales Notes

Internal context and private notes for agent-to-agent visibility.

4. Provisioning Protocol

  • Step 1: Initiation - Click the + Add Contact button on the dashboard header.
  • Step 2: Mandatory Entry - Input the customer's phone number including the country code (no spaces).
  • Step 3: Intelligence Enrichment - Assign tags, lead source, and sales notes to categorize the lead.
  • Step 4: Database Sync - Click Create Contact to finalize and store the lead in the active CRM.

5. Operational Synergy

Scalable Data Management
Contact Management achieves its full potential when paired with **Bulk Operations**. Import thousands of leads via CSV to instantly trigger **Welcome Campaigns** or **Automation Flows**.
Workflow Example
  1. Import 1,000 leads from a marketing campaign CSV.
  2. Assign them the tag "Winter_Sale_Lead".
  3. Trigger a WhatsApp Broadcast specifically for that tag.
  4. Update status to "Active" as responses come in.
Strategic Use Cases
  • Lead Management: Onboard cold leads for automated nurturing.
  • CRM Sync: Sync data with external tools via bulk export.
  • Retention: Segment by "Loyalty" tags for exclusive offers.

6. Strategic Governance

Integrity & Maintenance
  • Consistent Tagging: Use standardized tag formats to prevent segmentation clutter.
  • Data Cleanup: Periodically audit and remove duplicate entries for cleaner reporting.
  • Masking Awareness: Note that sensitive contact details are masked in the UI for security.

Troubleshooting: If an import fails, verify that your CSV structure matches the Wapto mapping and that no mandatory fields (Phone Number) are empty.