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Managing your Contact List and Blocked Contacts

Learn how to manage your contact database, track unsubscribes, and block specific contacts from receiving invitations.

Your Contact List brings together the people who have interacted with your business through betterbunch. You can review their status, update a name, and block someone from receiving future invitations.

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 Add: When you ad someone manually from Settings > Contacts.

How contact matching works

betterbunch uses phone numbers and email addresses to match contacts and help avoid duplicate records.

It uses the most complete information available and may fill in a missing email address or phone number from an existing contact. If you upload a more recent name for an existing contact, the contact’s name may be updated.

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.

To update a customer’s name, click the three dots beside their contact record and choose Edit Name.

Block one 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:

  1. Go to the Contact List in your betterbunch account.

  2. Find the contact and click the three dots (...) next to their name.

  3. Select Block. A Blocked status will now appear alongside the contact record. 

To block someone not in your list yet:
  1. Go to Settings.
  2. Open the Contacts tab.
  3. Click Add Contact.
  4. Enter the customer’s name, email address, and phone number.
  5. Click Add Contact.
  6. Find the contact in your contact list.
  7. Click the three dots (...) next to their name.
  8. Select Block.

Tip:  If you need to block multiple contacts at once, use the Bulk Block button to upload a CSV file with their name, email, and phone number.

Unblock a contact:

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

 Unsubscribes and filters 

  • 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.