Skip to content

Contacts

Use Contacts to manage individual people attached to your businesses.

The main workflows are:

  • search and filter contacts
  • add a new contact
  • select contacts for batch outreach
  • open a contact detail page

Use the search box to find contacts by:

  • name
  • email
  • business

Use the status filter to narrow the list by outreach state.

Use Add contact when you want to create a contact manually.

You can either:

  • attach the contact to an existing business, or
  • enter a new business name while creating the contact

When you select contacts, you can queue a batch send from the Contacts page.

Typical uses:

  • first-touch campaigns
  • controlled follow-up runs
  • segmented outreach to a hand-picked set of contacts

The batch flow supports:

  • sender selection
  • message patterns
  • Cc and Bcc recipients
  • send now or schedule later

Open a contact to:

  • edit the record
  • review recent messages
  • send a direct email
  • schedule a message for later

If the contact has delivery issues or bounce history, Waldo surfaces that status before you send again.