Why it matters
Objects let Whippy work with business data beyond basic 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 that contains records and properties.
Object record: An individual row inside an object, such as one appointment, order, candidate, job, or location.
Data > 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 connects object records to contacts or to other object records.
Integration-owned object: An object supplied or managed by an integration, where some structure or behavior may be controlled outside Whippy.
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 when the object definition, properties, or associations need to change.
Review Settings > Channel mappings when object values determine which sending channel should be used.
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 or variables.
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, Data > 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 |