Collection

Contacts and Segments

11 articles

• How to add a single contact in WatiYou can add an individual contact directly to Wati by entering their name and phone number. When creating a new contact, you can also enable Campaign and SMS messaging and add custom contact attributes. This guide explains how to create a new contact and customize its settings. N…
• How to add and use contact attributes in WatiContact Attributes let you store additional information about your contacts, such as customer preferences, campaign sources, membership plans, order IDs, or internal notes. You can use this information to organize your contacts, create targeted campaigns, personalize messages, an…
• How to bulk update contact attributesIn this article, we will walk you through the process of adding a new attribute to an existing list of contacts in Wati. Note: Broadcasts are now Campaigns – same powerful features, updated name! Instructions Requirements: - Wati account - CSV file with attribute data Step 1: Dow…
• How to compare profile signals in Custom SegmentsYou can now compare one date-based profile signal with another when creating Custom Segments. Instead of comparing dates against a fixed calendar date, you can compare dates relative to each contact's own timeline. This makes it easier to build churn, retention, and re-engagement…
• How to create and use custom segments in WatiCustom Segments in Wati help you target the right audience without repeating the same work for every campaign. You can group contacts based on specific contact attributes, save those groups, and reuse them anytime. This makes your campaigns faster to set up, more organized, and m…
• How to create custom segments using Wati APIThis API allows you to create custom contact segments in Wati. You can create either a static segment with a fixed list of contacts or a dynamic segment that automatically updates based on filtering conditions. These segments can then be used in downstream workflows, campaigns, a…
• How to delete contact attributes for all contacts in WatiNeed to remove an unused or incorrect contact attribute from your workspace? Wati allows you to delete a contact attribute in one place and automatically remove it from all contacts. This helps you clean up outdated fields, reduce clutter, and keep your contact data accurate. Thi…
• How to import contacts in WatiImporting contacts to Wati involves several steps, including clicking the "Import" button, browsing and uploading a CSV file, mapping columns, and confirming the import. In this guide, we will walk you through the process of importing contacts to Wati. Instructions Importing cont…
• How to use predefined segments in campaignsWant to send the right message to the right people, without spending hours on filters? This article walks you through how to use predefined audience segments in Wati’s Campaigns. It covers what segments are available now, what’s coming soon, and how different teams can use them t…
• How to use profile signals in custom segmentsProfile signals help you create more targeted customer segments based on engagement activity already tracked in Wati. Instead of relying only on contact data, you can segment contacts based on actions such as campaign reads, link clicks, replies, and message activity. You can use…
• Understanding contact owner and lead stage attributesWati has introduced two new sales attributes - Contact owner and Lead stage - to help you manage and track customer interactions more effectively. These attributes make it easier to assign responsibility for contacts and follow them through different stages of your sales process.…