Lists and Allowlist

Group customers into lists and manage contacts who have given consent for bulk messages.

Two types of lists

Static list

Made up of contacts you add manually. It doesn’t change unless you change it.

1. Click New List.
2. Enter a List name, description, and type.
3. Save.
4. On the Customers page, use the Add to list button next to contacts to add them to this list.

Dynamic list

You set a rule; everyone who matches the rule is added to the list automatically, and those who don’t match are removed. Example criteria: pipeline, stage, representative, last contact date.

Example: “Everyone in the Quote Sent stage who is assigned to Ayşe.”

The practical way: set up the filters on the Pipeline Stages screen and click Create List from Filters.

Allowlist

Why does it exist?

To send promotional bulk WhatsApp messages to customers, you need their consent, both legally and under WhatsApp’s rules. The Allowlist is the list of contacts who have given consent.

Path: Left menu → WhatsApp Templates → Allowlist

What can you do?

• Turn sending consent on or off for each contact.
• Click a contact to see their details (whether they are a customer or a directory contact).
• Download the list with Export CSV.
• Send a template to everyone on the allowlist with Send Bulk Template:
  1. Select the template type and the template
  2. Check the Preview
  3. Click Start Sending