What is Contacts and Data?

Contacts and Data is where you manage people, contact-linked data, lists, segments, objects, tags, and related settings in Whippy.

What you can manage

• Contacts: People who can receive messages.

• All contacts: The main table for viewing, searching, filtering, adding, importing, exporting, editing, and bulk updating contacts.

• Static lists: Fixed groups of contacts that change only when users add or remove contacts.

• Segments: Dynamic audiences built from saved filters.

• Objects: Structured records linked to contacts, such as orders, appointments, candidates, or jobs.

• Tags: Labels used to organize and filter contacts.

How to navigate Contacts and Data

1. Open Contacts from the main sidebar.

2. Select All contacts to work with contact records.

3. Select Objects to view object types and records linked to contacts.

4. Open Lists to choose Segments or Static lists.

5. Open Settings → Objects to manage object definitions and properties.

6. Open Settings → Tags to manage contact tags.

7. Open Settings → Messaging to review organization opt-out behavior.

Tips

• Use Contacts as the starting point for people and messaging eligibility.

• Use static lists for fixed audiences.

• Use segments for audiences that should update automatically.

• Use objects when operational data needs to support filtering, personalization, routing, or automation.

Troubleshooting

• If a contact is missing from an audience, review fields, tags, list membership, and segment filters.

• If object data is missing, confirm the object is configured, synced, and associated with the contact.

• If a user can view but not edit contacts, review their role permissions.