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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.
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.
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.
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.
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.
Auto-captured at SmartLink opt-in — not self-reported. Carrier-verified means it’s a real, active number that actually sent a text.
Which SmartLink or QR code the contact opted in through — Instagram bio, website button, direct mail QR, Google Business — logged automatically.
Every answer to every OTTO question — service type, location, timeline, budget — stored as structured fields on the contact record.
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.
The full picture of what zero-party mobile data is, why it outperforms third-party data, and how TextingOnly captures it at every entry point.
Read the Insight →How to segment your contacts into targeted lists for personalized outbound campaigns — the data layer beneath every send.
Read the KB Article →Home services, legal, automotive, real estate, recruiting — every vertical that captures leads through TextingOnly builds an owned, re-marketable contact database automatically.
See OTTO Lead Funnels →