The Contacts section allows you to store, organize, and manage customer information associated with SMS and MMS conversations. Contacts are shared across the Inbox, campaigns, analytics, and add-ons, ensuring consistent data everywhere.
Documentation
Contacts Overview
Contacts represent the people you communicate with via SMS.
Key points
Contacts are created automatically from incoming messages
Each contact stores identity, conversation history, and metadata
Contacts can be edited at any time without affecting message history
The Contacts screen displays a searchable list of all saved contacts.
Tags & Notes
Tags and notes help organize contacts and add internal context for your team.
Tags
Create and assign unlimited tags to contacts
Add or remove tags from the Inbox or Contacts screen
Use tags to group contacts and filter lists
Tags are reused in campaigns, analytics, and automations
Notes
Internal-only notes attached to a contact
Notes are never sent via SMS
Useful for internal context, reminders, or status tracking
Notes are visible to all users with access
Custom Fields
Custom Fields allow you to store additional structured information on contacts.
Supported capabilities
Create custom fields from Settings → Custom Fields
Define field name and type
Mark fields as required or optional
Control display order
Usage
Edit custom field values from the contact profile or Inbox
Custom fields can be used as merge tags in campaigns and templates
Changes are reflected across all areas of Volts Connect
Searching & Filtering
Quickly locate contacts using search and filters.
Search options
Name
Phone number
Email
Notes or custom field values
Filtering options
Filter contacts by tags
Filter by status or custom fields
Combine multiple filters for precise results
Search and filtering are non-destructive and do not modify contact data.
Contact Actions
From the Contacts list, you can perform common actions.
Available actions
Edit contact details
Add or update tags
Add or edit notes
Update custom fields
Send SMS directly to a contact
Messages sent from the Contacts screen appear in the Inbox automatically.
Best Practices
Use tags to segment contacts early
Keep notes concise and relevant for team use
Standardize custom fields for consistent data
Regularly review and clean unused tags
Next Steps
Continue with:
Analytics & Reporting – message and engagement insights
Add-ons – campaigns, automations, and WooCommerce SMS
- Inbox – managing conversations efficiently
If contacts are not appearing correctly, see Troubleshooting.
This documentation covers installation, configuration, and usage of Volts Connect and its official add-ons.
Item support includes help with setup, configuration issues, and bug fixes. Custom workflows, advanced integrations, and implementation services are available separately.