Why it matters
Contacts are central to messaging, calling, and campaign workflows in Whippy. Managing contacts correctly on mobile ensures conversations are routed properly, messages are sent on the right channels, and contact data stays accurate while you are away from desktop.
Key Concepts
Contact: An individual or entity you communicate with through Whippy.
Default channel: The primary channel Whippy uses when starting a new conversation with a contact.
Communication preferences: Rules that control which channels a contact can be contacted on.
Segments: Dynamic groupings of contacts based on rules.
Lists: Static collections of contacts created manually or through imports.
Step-by-Step: View and Search Contacts
Open the Contacts tab
Open the Whippy mobile app.
Tap Contacts in the bottom navigation bar.
Browse contacts
View all contacts for your organisation in a list view.
Switch between tabs to view:
All contacts
Segments
Lists
Search for a contact
Tap the search bar at the top of the Contacts screen.
Search by:
Contact name
Phone number
Tap a contact to open their contact detail page.
Step-by-Step: Add a New Contact
From the Contacts tab, tap Add new contact in the bottom-right corner.
Enter available contact details:
Name
Phone number
Email
External ID
Address
Birthday
Select a Default channel for communication.
Set the Language preference, if required.
Apply Tags to help categorise the contact.
Add the contact to one or more Lists.
Configure Communication preferences to control which channels are allowed to contact this person.
Save the contact.
Step-by-Step: View and Manage Contact Details
Open contact details
Tap a contact from the Contacts list, or
From a conversation, tap the contact name at the top of the screen.
Review contact information
View core contact details, including:
Phone number
Email
External ID
Address
Birthday
Default channel
Language
Review associated data:
Tags
Notes
Lists
Attachments
Campaigns linked to the contact
Sequences linked to the contact
Conversation history
Contact-level actions
Use available actions on the contact detail page:
Call: Place a call to the contact.
Message: Start or open a conversation.
Email: Start an email conversation.
Unsubscribe: Remove the contact from specific channels.
Block contact: Prevent further communication.
Delete contact: Permanently remove the contact from the organisation.
Step-by-Step: Start a Conversation from a Contact
Open the contact detail page.
Tap Message, Call, or Email, depending on the action you want to take.
Select the appropriate channel if prompted.
Compose and send your message or place the call.
Tips and Best Practices
Always set a default channel to ensure new conversations start on the correct channel.
Use tags consistently to make contacts easier to filter and segment.
Keep communication preferences up to date to avoid contacting users on restricted channels.
Use lists for one-off groupings and segments for rule-based contact groups.
Review contact details before starting a new conversation to avoid duplicate records.
Troubleshooting
Issue | Possible Cause | Fix |
Contact not found | Incorrect search term | Search by phone number instead of name |
Duplicate contacts | Same contact added multiple times | Review existing contacts before creating a new one |
Cannot message a contact | Channel disabled in communication preferences | Update the contact’s allowed channels |
Changes not saved | Contact not saved after editing | Save changes before leaving the contact page |
Cannot delete contact | Insufficient permissions | Check your user role and permissions |