How to Manage Contacts, Lists, Tags & Custom Fields

The Contacts page

Open Contacts from the left menu to see everyone you can message. The table shows each contact’s Name, a Subscribed? status (green = subscribed, red = unsubscribed), and when they were Created and Last Modified, with edit and delete actions.

To find people quickly:

• Search contacts by name or number.
• Filter by list (including special views like “Contacts not in a list” and “Contacts without a tag”).
• Filter by one or more tags.

New here? You’ll see “No contacts yet. Click ‘Import / Export’ on the top right to import contacts from a CSV file.”

Add or edit a contact

Click Add Contact (top-right), or the pencil icon on a row to edit. The form has:

• First Name (required) and Last Name.
• WhatsApp Number (required) — always include the country code.
• Subscription Status — Subscribed or Unsubscribed (see next section).
• Lists (multi select) and Tags (multi select) — hold Ctrl (Windows) or Command (Mac) to pick several.
• Custom Fields — any extra fields you’ve created appear here to fill in.

Click Save (or Update when editing). To remove someone, use the trash icon and confirm.

Subscription status

Each contact is Subscribed or Unsubscribed. This reflects whether they’ve opted in to receive your messages — respect it to stay compliant and protect your WhatsApp number. You can set it on the contact form, or change it for many people at once with bulk actions (next). The Contacts table shows the status as a coloured pill so you can see opt-in health at a glance.

Bulk actions — update many contacts at once

Tick the checkboxes next to contacts (or use Select all matching contacts to span every page that matches your current filter) and the Bulk Actions dropdown lights up. From there you can:

• Lists: Add to list, Remove from list, or Remove from all lists.
• Tags: Add tag, Remove tag, or Remove all tags.
• Opt-in status: Subscribe or Unsubscribe.
• Contacts: Delete contacts.

Pick an action, choose the target list/tag if asked, then click Apply (or Delete). A plain-language banner confirms exactly what will happen, e.g. “Tag 25 contacts with ‘VIP’”. This is the main way to organize existing contacts into lists and tags.

Contact Lists

Lists are named groups of contacts — “Create contact lists for better organization of your contacts.” Think of them as audiences: Newsletter, VIP customers, Event attendees. When you send a broadcast, you choose which lists receive it.

On the Lists page (heading Contact Lists) you’ll see each list’s name, contact count and created date.

• Create: click Add List, enter a List Name (up to 30 characters), and Save.
• Edit / delete: use the row actions. Deleting a list “will not delete any contacts” — it just removes the grouping.
• Add contacts to a list: from Contacts using Bulk Actions → Add to list, on a contact’s form, or during a CSV import.

Tags

Tags are flexible labels — “Create tags to better organize and categorize your contacts.” A contact can carry many tags (e.g. VIP, Interested, Spanish), which makes them great for filtering and for targeting or refining a broadcast audience.

On the Tags page you’ll see each tag’s name and contact count.

• Create: click Add Tag, enter a Tag Name (up to 30 characters), and Save.
• Edit / delete: via the row actions (deleting a tag doesn’t delete contacts).
• Apply tags: from Contacts → Bulk Actions → Add tag, on a contact’s form, during import, or automatically as messages arrive using Automations.

Custom Fields

Custom fields let you “store additional information about your contacts” beyond name and number — think Company, Order number, Booking date. Once created, “these fields will be available when viewing or editing contacts,” and you can drop them into broadcasts as personalization variables.

• Create: on the Custom Fields page click Add Custom Field, enter a Field Name (up to 30 characters), and Save. Your plan sets how many custom fields you can have.
• Fill in values: open any contact — the custom fields appear on the Add/Edit Contact form — or set them in bulk via CSV import.