In short: The Customers area holds everyone who wrote to you and everyone you added. It has three tabs: Customers, Lists and Custom Fields. Use lists to group and target customers, and custom fields to personalize messages.
Add customers
- One at a time: click the + button and choose Create a new customer. Enter a full name and phone number.
- From a file: click +, download the Sample file, fill it in and upload it with Import new customers. CSV and Excel both work. See Importing Customers into Mumble from a File.
- From another system: use the add-customer API call. See The Mumble API – The Complete Guide.
Phone numbers in a file can be a full international number without + (972501234567), or a local number with a two-letter country code such as IL in the country_code column. Duplicate numbers are skipped. New customers can receive messages by default.
The customer card
Click a customer’s name to open the card. It shows:
- Basic details: name, phone, email and description.
- Custom fields: every field you defined for the account.
- Assignment: lists, agent, team and chatbot.
- Customer notes: internal notes, for example when handing over to another agent.
- Marketing: ad and UTM details, filled automatically when a customer comes from a Click-to-WhatsApp ad, or through the API and integrations.
Lists
A list is a tag that groups customers. Lists are the audience for campaigns, a trigger in automations and a filter in the Inbox. A customer can be in several lists.
- Split (scissors): divides a list into smaller ones.
- Export (arrow): downloads the list as a CSV file.
- Delete (trash): removes the list. The customers stay in Mumble.
Split a large list
Splitting helps you send a big campaign over several days and stay within Meta’s daily limit. See WhatsApp Business API Messaging Limits.
- In the Lists tab, click the scissors on the list.
- Enter the size of each list (1 to 1,000, default 250).
- Click Split.
Mumble creates new lists named “List name – split 1”, “- split 2” and so on. The original list doesn’t change, and the last list may be smaller.
Before you rename a list
Automations, automatic campaigns and integrations that use the old name will stop working without an error. Update each of them after renaming.
Custom fields
Custom fields store details like company, birthday or job title. You can have up to 15 per account, and every value is saved as text.
- Fill them on the customer card, from a file column with the same name, through the API, or from a customer’s answer in a chatbot.
- Use them as variables in campaigns and in the chatbot, for example the customer’s birthday in a greeting.
- They can’t start an automation. To group customers, use a list.
Common questions
I can’t add another custom field
You reached the 15-field limit. Delete a field nobody uses, then try again.
I renamed a list and an automation stopped running
Open the automation, select the list again under its new name and save.
Some numbers in my file were rejected
A local number needs a country code in the country_code column. Otherwise, write the full international number.
Does deleting a list delete its customers?
No. Only the list is removed.