Why it matters
Objects let Whippy store and use structured business data beyond standard contact fields. They are especially useful when messages, filters, or workflows depend on related records such as appointments, jobs, orders, assignments, or applications.
Key Concepts
Object: A structured data type used to store a specific category of business data, such as appointments, jobs, orders, or applications. Objects contain records and properties.
Object record: An individual row inside an object, such as one appointment, order, candidate, job, or location.
Contacts > Objects: The Contacts area used to view object types and inspect object records.
Settings > Objects: The settings area used to create or manage object definitions, properties, and associations.
Association: The relationship that links object records to contacts or to other object records, allowing related data to be used in filters, personalization, routing, and automations.
Integration-owned object: An object supplied or managed by an integration, where some structure or behavior may be controlled outside Whippy.
Example: A recruiting company might have a Candidate object and a Job object. Candidate records can be associated with contacts, while Job records can be associated with candidates. These associations allow messages and workflows to use information such as application status, assigned recruiter, or job location.
Step-by-Step: Work with object data
Open Contacts from the main sidebar.
Select Objects.
Choose the object type you want to inspect.
Use Search, Filter, columns, and export options to review object records.
Open a record when you need to inspect its details.
Select Manage objects or open Settings > Objects to modify object definitions, properties, or associations.
Review Settings > Channel mappings if object properties are used to determine which sending channel messages should use.
Tips and Best Practices
Use object records for structured operational data, not for simple labels that could be tags.
Keep object property names clear so filters and variables are easier to use.
Confirm associations before relying on object data in segments, variables, or workflows.
Treat integration-owned objects carefully because changes may need to happen in the connected system.
Troubleshooting
Issue | Possible Cause | Fix |
Object records do not appear | The object has no synced records or the user does not have access | Check the integration source, Contacts > Objects, and user permissions |
A contact is not linked to the expected object record | The association rule or source identifier does not match | Review the association in Settings > Objects and confirm the contact's identifier values |
The object cannot be edited | It may be managed by an integration or restricted by permissions | Check whether the object is integration-owned and review the user's role |