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How to Add your First Contact

Updated over 2 weeks ago

Summary

Adding a single contact in WATI is a straightforward process that involves several steps. In this guide, we will walk you through the process of creating a new contact and customizing its attributes.

Instructions

Step 1: Create a New Contact

To create a new contact, click on the "+ Add Contact" button. This will open up a form where you can enter the necessary information for your contact.

Add Contact

Step 2: Fill in Contact Details

Fill in the required fields "Name" and "Phone No." with the correct information. Make sure to double-check the details before proceeding.

Fill contact details

Step 3: Customize Attributes (Optional)

If you need to send broadcasts or SMS to the number through WATI, check the boxes for "Allow broadcast" and "Allows sms". You can also add custom attributes to your contact by clicking on the "[new]" link. For example, you can create a new attribute called "Marketing Status" with values such as "Active", "Inactive", or "Prospecting".

Step 4: Save Changes

Once you have entered all the necessary information and customized your contact's attributes (if desired), click on the "Save" button to save your changes.

Frequently Asked Questions (FAQs)

General Questions

  1. How do I create a new contact in WATI? To create a new contact, click on the "+ Add Contact" button. This will open a form where you can enter the contact’s details.

  2. What are the required fields when adding a contact? The required fields are "Name" and "Phone No." Ensure both are filled in correctly before saving.

Customization & Attributes

  1. What are the "Allow Broadcast" and "Allows SMS" options? These options enable the contact to receive broadcast messages and SMS via WATI. If you plan to send messages to this contact, ensure these options are selected.

  2. Can I add custom attributes to a contact? Yes, you can. Click on the "[new]" link to add attributes like "Marketing Status", with values such as "Active", "Inactive", or "Prospecting".

Saving & Managing Contacts

  1. How do I save the contact after entering the details? After filling in the required information and any optional attributes, click on the "Save" button to store the contact.

  2. Can I edit a contact after saving? Yes, you can update contact details later by accessing the contact list and selecting the contact you want to modify.

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