Contacts & Segments
Add, import, tag and organise contacts, custom fields, consent and Google Sheets sync.
8 guidesAdding contacts
- Add a single contact Create a contact by hand with name, WhatsApp number, email, company and tags.
- Import contacts from a CSV file Upload a CSV with a phone column and optional name, email, company, tags, consent and country code — duplicates are skipped automatically.
- Phone number format and your default country Why WhatsApp needs the full international number, and how Vatli reads numbers that arrive without a country code.
- Sync new Google Sheet rows into a draft broadcast Connect a Google Sheet once — every day Vatli picks up the new rows and prepares a draft broadcast for you to review and send.
Organising contacts
- Organise contacts with tags and custom fields Colour-coded tags for grouping, and custom fields for structured data like city, budget or lead source.
- View and edit a contact The contact panel — details, tags, notes, custom fields, deals and activity — plus assigning an owner and sending a template.
- Search, filter, export and delete contacts Find contacts by name, number, email or tag, export the list to CSV and delete contacts in bulk.