Managing your Contact List and Blocked Contacts

The Contact List is your central hub for managing the individuals who have interacted with your business through betterbunch. From here, you can manage who can and cannot receive review invitations, update customer names, and track opt-outs.

How Contacts are Added

Contacts are automatically added to your list in three ways:

Outreach Invitations: When you create a single, bulk, or automated invitation.
Shareables: When a customer scans a QR code or clicks a link and enters their details for the Better Rewards draw.
Manual Upload: When you bulk upload a list directly to your Contacts page.

How Contact Matching Works

To keep your database clean, betterbunch uses Phone Numbers and Email Addresses as unique identifiers. When you upload or create a new invitation, the system checks for a match to ensure we aren't creating duplicate records.

Automatic Data Syncing & "Backfilling"

Betterbunch will always try to use the most complete data available for both the contact record and the invitation itself.

Scenario (Backfilling): If you create an invite for "Bob" using only a phone number, but Bob’s email address is already in your contact list from a previous job, the system will automatically "backfill" that email into the new invitation.
Scenario (Name Updates): If an existing contact is "John Smith" but your new upload calls him "Johnny Smith," the system will update the contact record to the most recent name provided.

Common Matching Scenarios

Here is how the system handles different data combinations:

If you provide...	And the system finds...	What happens?
A unique phone/email	No existing match	A new contact is created.
A matching phone	An existing contact with no email	The email is backfilled into the existing record.
A matching phone + a new email	An existing contact with a different email	This is seen as a new person. A new contact is created with the email; the shared phone is dropped to avoid duplicates.
A matching email + a new phone	An existing contact with a different phone	This is seen as a new person. A new contact is created with the phone; the shared email is dropped.
A matching phone AND email	Two separate partial contacts	The records are merged into one complete contact (Phone match is kept as the primary ID).
Conflicting matches	Phone matches Contact A, Email matches Contact B	The phone match wins. The invite is sent to Contact A.

Note: You can update a customer's Name at any time by clicking the three dots (...) and selecting Edit Name. Other details (like phone or email) are managed automatically by the matching logic above.

How to Block a Contact

If there are specific people you’d prefer not to invite, you can block them. Once a contact is blocked, they will no longer be able to receive any invitations through betterbunch.

To block an existing contact:

Go to the Contact List in your betterbunch account.
Find the contact and click the three dots (...) next to their name.
Select Block. A Blocked status will now appear alongside the contact record.

To block someone not in your list yet:

Use the Bulk Block button to upload a CSV file with their name, email, and phone number. Click here for the CSV formatting guide.

To unblock a contact:

Click the three dots (...) next to a blocked contact and select Unblock.

Tracking Unsubscribes & Filtering

Unsubscribes: If a customer clicks "Unsubscribe" in an email or SMS, their record is updated to Unsubscribed status automatically. They will not receive future invites.
Filtering: Use the filter field at the top of the page to toggle your view between "Blocked" or "Unsubscribed" contacts.

Need Help?

If you have questions about how a specific contact was matched or need help with a bulk upload, ask our Support Bot to connect you with the team.