What is a contact in Whippy?

Last updated: November 5, 2026

A contact is the central person record in Whippy. It stores details, preferences, tags, list membership, and related activity used for messaging and automation.

What a contact can include

  • Name and contact details such as phone number and email.

  • Address, birth date, language, and default channel.

  • External ID or synced identifiers.

  • Blocked or unsubscribed status.

  • Communication preferences by channel or location.

  • Tags, lists, segments, and related activity.

Steps to review a contact

  1. Open Contacts from the main sidebar.

  2. Select All contacts.

  3. Use search or filters to find the contact.

  4. Open the contact from the table.

  5. Review contact details, tags, lists, communication preferences, and activity.

  6. Select Edit contact when core details need to change.

  7. Use available actions when you need to add the contact to a sequence or unsubscribe them.

Tips

  • Keep phone numbers, emails, and external IDs consistent so imports and integrations can match records.

  • Use tags for simple labels and segments for dynamic audiences.

  • Check communication preferences before messaging a contact who may have opted out.

Troubleshooting

  • If a contact cannot be messaged, review blocked status, destinations, and communication preferences.

  • If duplicate contacts appear, compare phone, email, and external ID values.

  • If contact data is incomplete, edit the contact or update the import or integration source.