Contacts Overview
Your customer database — the people behind every conversation, campaign and order.
Contacts is the record of everyone you talk to. Every conversation in the Inbox, every campaign send and every order is attached to a contact here.
The Four Ways to Organise Contacts
RateUp gives you four separate tools. They do different jobs, and using the right one is what keeps the database usable as it grows.
| Tool | What it is | Example |
|---|---|---|
| Groups | Explicit lists you add people to | Newsletter subscribers |
| Labels | Coloured tags for cross-cutting traits | VIP, Refund pending |
| Lifecycle stages | Where someone is in your funnel | Lead → Customer |
| Custom fields | Extra data you define | Membership number |
A contact sits in one lifecycle stage at a time, but can carry many labels and belong to many groups. If you find yourself creating a group called "VIP", what you want is a label.
What's in This Section
Managing Contacts
Adding, editing, searching, filtering, importing and exporting.
Groups
Explicit lists for campaigns and routing.
Labels
Coloured tags visible everywhere the contact appears.
Lifecycle Stages
The customer journey funnel, from lead to customer.
Custom Fields
Store the data your business needs that RateUp does not have by default.
Contacts and Consent
Every contact carries a consent status, which controls whether they may receive template messages and campaigns. Contacts without consent show a DND badge in the Inbox.
Consent is not a formality. Messaging people who did not opt in damages your WhatsApp account's quality rating, and that is far harder to repair than a slow month of campaigns.
Related Pages
- Campaigns — where groups and labels get used
- Inbox — conversations attached to contacts
- Automation — rules that read and write contact fields