Contacts

What are Contacts?

Contacts are the people you communicate with through the portal. Every person you message — whether it's a customer, lead, or business partner — is stored as a contact. The Contacts page is your central directory for managing all of this information.

Think of it as your digital address book — you can add contacts one by one, import them in bulk, organize them into groups, and keep track of important details like phone numbers, email addresses, and custom information specific to your business.

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Screenshot: Contacts under Messaging menu in the left sidebar

contacts-sidebar.png

1. Log in to the portal
2. Look at the left sidebar — expand the "Messaging" parent menu
3. Click on "Contacts" under Messaging
4. Capture the sidebar showing Messaging → Contacts highlighted
Save to: static/img/screenshots/contacts/overview/contacts-sidebar.png

Why use Contacts?

Use case	Example
Store customer info	Keep names, phone numbers, emails, and addresses in one place
Organize into groups	Create groups like "VIP Customers" or "New Leads" for targeted messaging
Send broadcasts	Use your contact list to send messages via Compose Message
Track communication	See which contacts have opted out or are inactive
Extend with custom data	Add Custom Fields like "Membership Tier" or "Preferred Language"

How to get there

1. Log in to the portal
2. In the left sidebar, click Messaging
3. Click Contacts

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Screenshot: Contacts page showing header, search bar, filters, and contact table

contacts-page.png

1. Navigate to Messaging → Contacts
2. Capture the full page showing the header with action buttons, search bar, and the contacts table
Save to: static/img/screenshots/contacts/overview/contacts-page.png

Page layout

The Contacts page has these main areas:

Area	Description
Header	Page title with Create and Import buttons
Search bar	Search contacts by name
Filters	Filter by channel, page, preferred method, status, group, religion, state, and city
Contact table	Lists all your contacts with channel badges, sorting, column visibility toggle, and pagination

Key features

• Add contacts individually using a side form
• Import contacts in bulk from a CSV file (WhatsApp contacts)
• Search contacts by name
• Filter by channel, page, preferred method, status, group, religion, state, and city
• Sort the table by name, mobile number, opt-out status, or status
• Toggle columns — show or hide optional columns (Email, Company, Follower Count, Profile Image)
• Bulk actions — select multiple contacts to delete or change status
• Sync Profile — refresh Messenger/Instagram contact data from the platform
• Groups — organize contacts into Groups for easy targeting
• Custom Fields — extend contact data with your own fields via Custom Fields

Multi-channel contacts

EzPulze manages contacts per channel. This means:

• A customer on WhatsApp and the same customer on Facebook Messenger are stored as two separate contacts
• Each contact record is tied to a specific channel (WhatsApp, Messenger, or Instagram)
• Contact details, conversation history, and lead data are tracked independently per channel

Why separate contacts?

Different channels use different identifiers (phone numbers for WhatsApp, page-scoped IDs for Messenger/Instagram). Keeping them separate ensures accurate tracking and prevents messaging errors across channels.

Who can access this?

Access to the Contacts page depends on your role and permissions. If you don't see the Contacts option in the sidebar, contact your administrator.