Contacts, Collections, and Dynamic Audiences

Wave stores people as Contacts and organizes them with Tags and Collections. A clean audience structure makes Blasts and Campaigns easier to review before sending.

Contact Information

A Wave contact can include:

• first and last name
• phone number
• email and company
• birthday and anniversary month and day
• tags and notes
• the Do not message status
• account-specific custom fields

Use Add contact for one person. For a larger list or a connected source, use Import Contacts into Wave.

Filter Contacts

Select Filter on the Contacts screen to narrow the list by:

• Do not message
• Opted out
• Untagged
• one or more tags

When several conditions are selected, choose whether contacts must match AND or OR.

Create a Collection

1. Open Contacts.
2. Select the plus button beside Collections.
3. Enter a collection name.
4. Select the tags that define membership.
5. Choose AND when a contact must have every selected tag, or OR when any selected tag is enough.
6. Select Create.

A collection gives you a reusable audience based on the tags you selected.

Add an Audience to a Blast or Campaign

When you select Add Contacts, Wave lets you choose either:

• Collections, for a saved group
• Contacts, for specific people

The Dynamic collection switch controls whether the audience should continue following changes to the selected collection. Turn it on when future tag changes should affect who belongs to the audience. Leave it off when you need the current selection to remain a fixed snapshot.

Always review the resulting contact count before scheduling or enabling messages.

Recommended Structure

Keep tags simple and collections purposeful. For example:

For reusable fields and messages, continue with Tags, Custom Fields, and Message Templates.