How does automatic contact creation work after a successful campaign?

How does automatic contact creation work after a successful campaign?

When you upload a recipient file during WhatsApp campaign creation, the system can auto-save those recipients into your Contact Book. This saves time by keeping your customer list updated without extra steps—provided your file meets the required format.

✅ Conditions for Automatic Contact Saving

The system will automatically create or update contacts if:

Column Header

Format Example

Required?

Name

John Doe

✅ Yes

Phone number or Phone

+91XXXXXXXXXX (must include country code)

✅ Yes

💾 What Happens After a Successful Campaign?

Once your campaign is successfully sent:

  • 🔍 Matching: Each recipient is checked against existing Contact Book entries.
  • ➕ New contacts: If no match is found, a new contact is created.
  • ✏️ Updates: If a contact exists but the name differs, it will be updated.
  • ✅ Confirmation: You’ll see a message such as:
    “10 new contacts saved to Contact Book.”

❗ What Won’t Be Saved

The system will skip saving if:

  • File is missing required headers (Name, Phone number)
  • Rows contain invalid or blank phone numbers
  • Duplicates already exist in Contact Book
  • Unsupported formats or country codes are used

🚦 Do vs. Don’t When Preparing Contact Files

✅ Do

❌ Don’t

Include both Name and Phone number columns

Upload a file with only phone numbers

Use international format with country code (e.g., +91XXXXXXXXXX)

Use local numbers without country code

Remove duplicates before uploading

Rely on the system to fix a messy file

Keep headers exactly as shown

Rename headers to “Customer Name” or “Mobile”

Validate the file before scheduling

Upload files with blanks or invalid rows

🧠 Best Practices Checklist

✔️ Always download and use the Sample File to ensure correct formatting
✔️ Keep your contact list clean (no blanks, duplicates, or malformed numbers)
✔️ Use .CSV or .XLSX format before uploading
✔️ Periodically export your Contact Book to back up and audit saved data
✔️ For international campaigns (when enabled), double-check country codes

✅ Summary: Automatic contact saving keeps your Contact Book accurate and updated. Just make sure your file has the correct headers and valid phone numbers, and the system will handle the rest.

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