Contacts Directory
Manage contact records, profile details, and reusable contact information in SendFlow.
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Overview
the contacts directory helps SendFlow teams keep people, customer details, and reusable audience records organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Store complete contact details for Email and SMS use.
- Keep phone numbers, countries, job titles, and profile fields accurate.
- Avoid duplicate or incomplete records before campaigns are built.
- Make sure contacts remain reusable across future campaigns.
Recommended workflow
Use a simple operating flow whenever your team is working on the contacts directory.
This keeps planning, review, and execution aligned before anything goes live.
- 1Open the contacts section inside the workspace.
- 2Review existing records and remove clear duplicates.
- 3Add missing profile fields or update invalid details.
- 4Confirm channel-specific data such as Email or phone numbers.
- 5Save and recheck the contact before using it in live targeting.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- Contact names and identifiers are clear.
- Email and phone fields are valid for the target channel.
- Profile data supports segmentation when needed.
- Duplicate records are merged or removed.
Bad contact data becomes a delivery problem fast
A messy contacts layer usually creates avoidable delivery failures, noisy audience filters, and unreliable campaign reporting later.