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Contacts, custom fields and tags

Last updated: 16 July 2026

Stravax Engage keeps one contact book per organization. Contacts are created automatically from inbound WhatsApp conversations and web form submissions, or added in bulk through CSV import. Each contact carries a phone number, a name, custom field values your team defines, and any tags you apply, all scoped to your organization only.

Where do contacts come from?

Contacts enter your book from three places:

Every contact belongs to one organization. Your team can only see and search contacts inside your own organization, never another tenant's.

What does a contact record hold?

Field What it holds
Phone number Normalized to one consistent format, so an imported contact and a contact from an inbound conversation match as the same person
Name The contact's display name
Custom fields Values from the field definitions your organization has set up
Tags Labels drawn from your organization's tag vocabulary
Marketing consent Whether the contact has opted in to marketing messages, shown next to the contact

Consent status is what segments and broadcast sends check before a marketing message goes out.

How do I create a custom field?

Custom fields let your organization define exactly what extra data it tracks, instead of relying on a fixed set of columns. A field definition applies either to contacts or to conversations, and has a label (what your team sees) and a type that controls what values it accepts:

Type Accepts
Text A single line of text
Multi-line text A list of text entries
Number A numeric value
Switch Yes or no
Picklist One option from a fixed list you define
User One of your organization's team members

Field definitions are a closed vocabulary, enforced on the server. Once a field exists, every value written to it, whether from the contact editor, CSV import, or elsewhere, is checked against its type. A picklist field rejects a value that isn't one of its defined options; a switch field rejects anything that isn't yes or no; an unrecognized field key is rejected outright rather than stored as loose data.

How do tags work?

Tags are short labels you define once for your organization, then apply to any contact. Like custom fields, tags come from a fixed vocabulary you manage. An unrecognized tag is rejected rather than silently created, which keeps your tag list from drifting into duplicates and near-duplicates over time.

How many contacts can I have?

Contacts are plan-included up to a hard ceiling on your stored contact count, with an in-app upgrade path if you need more. See current plans for details.

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