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.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Instructions
Follow these steps to add a contact in Wati:
Step 1: Create a New Contact
Go to Contacts, click on the "+ Add Contact" button. This will open up a form where you can enter the necessary information for your 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.
Step 3: Customize Attributes (Optional)
If you need to send campaigns or SMS to the number through Wati, check the boxes for "Allow campaign" 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. What does adding a single contact in Wati mean?
It means creating a new contact profile in Wati with basic details like name and phone number, along with optional attributes.
2. Where can I add a new contact in Wati?
You can add a new contact from the Contacts section by clicking the + Add Contact button.
Contact details and attributes
3. What information is required to create a contact?
The required fields are the contact’s Name and Phone No.
4. Can I add attributes to a contact?
Yes. You can add custom attributes by clicking the [new] link and defining the attribute name and values.
5. What are “Allow campaign” and “Allows sms” options used for?
These options let you send campaigns or SMS messages to the contact through Wati.
Saving and managing contacts
6. When should I click Save?
Click Save after you’ve entered the contact details and added any optional attributes to store the contact in Wati.
7. Can I skip adding custom attributes?
Yes. Adding custom attributes is optional and can be done later if needed.