WebPingThis guide explains Contacts with simple text and arrows, so you can follow it without screenshots.
Quick flow
Flow 1Contact record -> Tags/fields -> Segments -> Conversations/history -> Campaigns & follow-ups
Steps
1
Step 1
Browse/search contacts in WebPing.
2
Step 2
Import contacts (CSV) when needed and map key fields.
3
Step 3
Add tags/custom fields for segmentation and context.
4
Step 4
Open a contact record to view history and activity.
5
Step 5
Use contacts in inbox, broadcasts, automations, and pipeline.
Tip
Use consistent tag and field names for cleaner operations.
What this helps with
Keep customer profiles, tags, fields, and conversation history organized. Use this page when your team needs a clear, repeatable way to work in WebPing.