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  1. Help Center
  2. Contacts Crm
  3. WhatsApp Contact Management Guide

WhatsApp Contact Management Guide

Learn to organize contacts with tags, segments, and custom fields for targeted messaging.

Every conversation on your WhatsApp number is also a contact record. Ghala's CRM keeps those contacts organized so that "message all my repeat buyers in Dar" is one filter away, not an afternoon of scrolling.

Where Contacts Come From

Contacts land in your CRM three ways:

  • Automatically — anyone who messages your WhatsApp number is saved with their phone number and WhatsApp profile name
  • One at a time — click Add contact in the Contacts page to create a record manually
  • In bulk — click Import contacts and upload a CSV to bring in an existing customer list

Importing a CSV

  1. Go to Contacts and click Import contacts
  2. Upload a CSV with your contacts (phone numbers must include the country code, e.g. 2557...)
  3. Review and confirm the import

Only import people who have agreed to hear from you on WhatsApp. Messaging purchased or scraped lists violates WhatsApp policy and gets numbers banned; see Bulk WhatsApp Messaging for the rules.

Organize with Tags

Tags are labels you attach to contacts: vip, wholesale, arusha, august-promo. A contact can carry any number of tags.

Use tags to capture the things you actually act on:

Tag style Examples Used for
Customer value vip, repeat-buyer, new Loyalty offers, priority support
Location dar, arusha, mwanza Delivery-area announcements
Interest shoes, electronics Product launch campaigns
Lifecycle lead, customer, lapsed Win-back and nurture messaging

Add or remove tags from any contact's row in the Contacts page.

Keep the vocabulary small. Ten tags everyone understands beat a hundred nobody remembers. Agree on lowercase, one-word tags and prune duplicates (VIP vs vip) as soon as they appear.

Filter and Segment

The Contacts page filters by tag, so any tag is instantly a segment: pick vip, see every VIP. Combine tagging discipline with filters and you get living segments that update themselves as you tag new customers.

Segments are where the CRM pays off:

  • Filter to lapsed and send a win-back campaign
  • Filter to wholesale and announce new stock before the public
  • Filter to a city tag when a delivery run is scheduled

From Segment to Campaign

Campaigns pull from your contacts: when you create one, you add contacts from your CRM, so a well-tagged base means your audience is ready before the message is written. See Bulk WhatsApp Messaging for the full campaign workflow.

Best Practices

  • Tag at the moment you learn something. "This customer buys every month" is a repeat-buyer tag now or forgotten by Friday.
  • Import once, dedupe first. Clean your CSV of duplicates before importing rather than after.
  • Review tags quarterly. Retire campaign tags that ended (august-promo) so the list stays meaningful.
  • Respect opt-outs immediately. When someone asks to stop receiving messages, honour it: it's both the law and WhatsApp policy.

What's Next

  • Put your segments to work: Bulk WhatsApp Messaging
  • Message beyond the 24-hour window: WhatsApp Message Templates
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On this page

  • Where Contacts Come From
  • Importing a CSV
  • Organize with Tags
  • Filter and Segment
  • From Segment to Campaign
  • Best Practices
  • What's Next