Managing Contacts in TextingOnly

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Managing Contacts in TextingOnly:
Every Conversation
Becomes a Record

Each opt-in through a SmartLink, QR code, or campaign creates a contact record — carrier-verified phone number, entry point source, conversation history, and all captured qualification data. Here’s how to view, search, tag, and act on your contact database.

ContactsMobile IdentityZero-Party Data
What a Contact IsA carrier-verified mobile identity — not a self-reported form entry. Any qualifying contact in TextingOnly provided their number directly through a SmartLink or QR opt-in.
What Each Record ContainsPhone number, TCPA consent timestamp, entry point source, all OTTO conversation data, campaign history, and any custom fields captured during qualification.
Why It MattersContacts feed lists, which feed campaigns. A well-maintained contact database with complete qualification fields is the foundation of every personalized outbound send.

This feature is part of TextingOnly’s mobile data collection layer — every entry point and OTTO conversation feeds the contact database automatically. Manual contact management is the exception, not the rule.

Note on contact records

TextingOnly creates a contact record for each opt-in that completes the carrier handshake. Edge cases — burner phones, VOIP-only lines, and phones registered to a business or running stealth SMS products — may not behave like a standard consumer contact and can require manual review.

Viewing Contacts

Go to Contacts in the main navigation. Each contact record shows the phone number, opt-in source, date added, and the lists they belong to. Click a contact to see their full conversation history, OTTO qualification data, and campaign engagement record.

✓ Search tip

Use the search bar to find contacts by phone number, name, or any captured field. For bulk operations, filter by list and export — then re-import with updated fields as needed.


Adding Contacts Manually

You can add individual contacts manually — useful for importing a single known contact who has provided consent outside the platform. Go to Contacts → Add Contact → enter phone number and any available fields.

⚠️ Consent required

Manually added contacts must have documented TCPA consent before being included in any campaign send. The platform won’t stop you from adding them — but sending without consent is a TCPA violation. Use SmartLink opt-ins for new contact acquisition wherever possible; consent is documented automatically.


Contact Fields & Custom Data

Every field captured by OTTO during a qualification conversation is stored on the contact record — service type, timeline, location, vehicle, name. These fields become the dynamic keyword variables available in campaign sends. The richer the OTTO conversation, the more personalization you can apply in outbound campaigns.

📞
Phone (Carrier-Verified)

Auto-captured at SmartLink opt-in — not self-reported. Carrier-verified means it’s a real, active number that actually sent a text.

📍
Entry Point Source

Which SmartLink or QR code the contact opted in through — Instagram bio, website button, direct mail QR, Google Business — logged automatically.

💬
OTTO Conversation Data

Every answer to every OTTO question — service type, location, timeline, budget — stored as structured fields on the contact record.

📋
List Memberships

Which lists this contact belongs to. A contact can be on multiple lists — and campaign sends are deduplicated so they only receive one message even if they’re on multiple targeted lists.

Frequently Asked Questions

What’s in a contact record?
A carrier-verified phone number, the entry-point source, conversation history, list memberships, and every field OTTO captured.
Can I add a contact manually?
Yes — Contacts → Add Contact — useful for a single known contact who provided consent outside the platform.
How do captured fields get used?
Fields like service type, timeline, and location become the dynamic-keyword variables for personalized outbound campaigns.
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