Effective contact management is the foundation of successful WhatsApp marketing campaigns. KWIC (formerly GWIC) provides powerful tools for organizing and managing customer contacts, enabling targeted messaging campaigns that drive engagement and boost conversions. This guide covers both single contact addition and bulk upload methods.
Understanding KWIC Contact Management System
Before adding contacts, it’s important to understand KWIC’s contact management system:
Key Features
- Tag-based Organization: Organize contacts using custom tags for targeted campaigns
- Bulk Import Capabilities: Upload hundreds or thousands of contacts simultaneously
- Campaign Integration: Seamlessly connect contacts to marketing campaigns
- Custom Parameters: Add personalized data fields for enhanced targeting
- Multi-channel Support: Manage contacts for both WhatsApp and SMS campaigns
Benefits of Proper Contact Organization
- Improved campaign targeting with relevant messages
- Higher engagement rates through personalized messaging
- Efficient campaign management workflow
- Better ROI tracking across segments
- Compliance management and opt-in record maintenance
Method 1: Adding Single Contacts
Step 1: Login to Your KWIC Account
- Navigate to KWIC login page, enter credentials, and click “Login”
- Bookmark the dashboard and familiarize yourself with navigation
- Check notifications and account features
Step 2: Set Up Tags
- Navigate to Profile > Tag Manager
- Click “Add Tag” and provide a descriptive name
- Examples: VIP Customers, New Subscribers, Premium Members
- Optionally add description and color code
- Click “Save” to create the tag
Step 3: Add Individual Contacts
- Navigate to Contacts > Add Contact
- Enter full name (First Last) and WhatsApp-enabled phone number with country code
- Select appropriate tags; multiple tags allowed
- Enter additional details: Email, Location, Preferences, Purchase history, Notes
Step 4: Campaign Integration & Permissions
- Enable Allow for Campaigns
- Verify opt-in status and set communication preferences
- Review all info, confirm tags, check phone format, then click “Save Contact”
Method 2: Bulk Contact Upload
Step 1: Access Bulk Upload
Go to Contacts > Add Contact > Bulk Upload to open the bulk import interface.
Step 2: Download & Prepare Excel Template
- Download sample Excel file
- Open in Excel, Google Sheets, or similar
- Review column headers and required fields
Step 3: Excel Data Entry Guidelines
- First Name: Full name, proper case, no special characters
- WhatsApp Number: Include country code, remove spaces/dashes, ensure active
- Broadcast & SMS Setting: TRUE/FALSE for campaign eligibility
- Tag Assignment: Use existing KWIC tag names; create new if needed
- Custom Parameters: Optional fields like Purchase Date, Customer Tier, Location
Step 4: Data Validation & QA
- Verify phone numbers include country codes
- Check tags match existing KWIC tags
- Ensure TRUE/FALSE values are consistent
- Remove duplicates and complete all required fields
Step 5: Upload Contact List
- Click “Choose File” or “Browse” to select Excel file
- Click “Upload” and wait for confirmation
- Check for errors and verify imported contacts
- Test a few contacts for accuracy
Advanced Contact Management
Contact Segmentation Strategies
- Demographic: Age, Location, Gender, Income
- Behavioral: Purchase history, Engagement, Email opens, Campaign interactions
- Custom: Industry, Lifecycle stage, Product preferences
Tag Naming & Custom Parameters
- Use consistent and descriptive tag names
- Document tags for team reference
- Use custom parameters for personalized greetings, purchase dates, communication preferences, etc.
Troubleshooting Common Issues
- Excel format: Use CSV if possible, check headers
- Phone numbers: Include country codes, correct formatting, remove duplicates
- Tag assignment: Ensure tags exist, exact names, no special characters
- Data validation: Complete required fields, consistent formatting, proper TRUE/FALSE values
Best Practices
- Monthly: Clean duplicates, update tags, remove inactive contacts
- Quarterly: Analyze engagement, optimize segmentation and tags, audit custom parameters
- Compliance: Maintain opt-in records, allow opt-out, secure storage, privacy policy compliance
- Performance: Track engagement, conversion rates, optimize messaging frequency, grow database with lead magnets
✅ Proper contact management in KWIC ensures organized campaigns, improved engagement, and higher ROI.
