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Audiences & Campaigns

Audiences

Manage your contacts, tags, segments, and CSV imports — the foundation of every campaign you send.

Your audience is everyone you can reach — the foundation of every campaign and broadcast. Find it in the sidebar at Dashboard → Audiences.

What lives here

  • Contacts — every person we know about (phone, name, email, tags, history).
  • Segments — smart groups that update themselves based on rules.
  • Imports — CSV uploads, so you can bring in lists from outside Intelli.

How contacts get into Intelli

You don't have to add everyone by hand. Contacts arrive three ways:

  1. Automatically — whenever someone messages you on WhatsApp, your website widget, Instagram, or Messenger, we add them as a contact.
  2. Manually — click Add Contact in the Contacts page when you want to add one person at a time.
  3. CSV Import — for bulk lists (e.g. a webinar sign-up sheet, an existing customer database). See the Imports tab.

Organizing with tags vs. segments

Tags and segments both group contacts, but they work differently:

  • Tags — manual labels. You stick a tag on a contact (e.g. vip, lagos, webinar-q4). It stays until you remove it. Use tags for things a human decides.
  • Segments — rules that update themselves. You define a rule once (e.g. "has tag VIP AND last active in 30 days") and Intelli keeps the list fresh automatically. Anyone who matches today is in — drop off tomorrow, you're out.

Importing a CSV — step by step

  1. Go to Audiences → Imports and click Import CSV.
  2. Drop your file. The first row should be column headers (e.g. name, phone, email).
  3. Map columns — tell Intelli which column is the phone number, which is the name, and so on. Custom fields work here too.
  4. Review — we'll show you how many rows are valid and flag any bad numbers.
  5. Click Import. Contacts appear instantly in your list.

Phone format

Include the country code (e.g. +2348012345678). We'll skip rows we can't parse.

Custom fields — store anything extra

Built-in fields cover the basics (name, email, phone). For anything else — booking ID, plan tier, birthday, preferred language — create a custom field.

Go to Settings → Custom Fields, give it a name and a type (text, number, date, dropdown). Once it exists, you can:

  • Fill it in when you add or edit a contact
  • Map a CSV column to it during import
  • Use it as a variable in your templates and campaigns
  • Filter segments by it

What's next

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