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Viewing and Adding a Contact
How to view, search, and manually add a contact to your TextingOnly contacts list. Includes the contact detail view and customer journey timeline.
What You’ll DoView, search, and manually add a contact, and open the contact detail and journey timeline.
When to Use ItAdding a walk-in or phone lead by hand, or checking one contact’s full history.
Good to KnowThe journey timeline shows every scan, message, and campaign for that contact.
Adding a Contact Manually
Contacts are automatically created when someone opts in via a QR code, SmartLink, or any entry point. To add a contact manually:
- 1Go to Contacts in the left navigation bar.
- 2Click + Add Contact in the top-right corner.
- 3Enter the contact’s mobile phone number (required), name, and any additional fields.
- 4Click Save Contact. The contact is now in your list and can receive 1-to-1 messages.
Manually added contacts have not opted in via SMS. Only send messages to contacts who have provided express written consent. See TCPA compliance requirements.
Viewing Contact Details
Click any contact in the Contacts list to open their detail view. From here you can:
- Edit contact name, email, and custom fields
- View which lists the contact belongs to
- See the full 1-to-1 message history
- Send a new 1-to-1 message directly from the contact panel
- View the OTTO-collected data fields (name, intent, timeline, etc.)
Customer Journey Timeline
Any qualifying contact record includes a timeline showing how the contact entered your system, which collector they went through, what data was captured, and any subsequent outbound messages sent. This is the full attribution trail for each contact — from first scan to latest interaction.
Frequently Asked Questions
Can I import contacts from a CSV?
Yes — go to Contacts → Import → Upload CSV. Map your columns to TextingOnly fields and confirm the import. All imported contacts must have prior consent before receiving any messages.
What is the difference between a contact and a lead?
Most opt-in becomes a contact. A lead is a contact who completed an OTTO collector flow — their structured data (name, intent, timeline) is captured and a Prepare Caller alert is delivered to your team.