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Manage Contacts: CRM Dashboard

Access your 28,000+ contacts, organize them into segments, launch campaigns, track delivery and engagement, view message history. The CRM is your central command hub for all customer interactions.

1

Log In to CRM

Open your browser and navigate to:

https://yoglovecrm.yoglove.workers.dev/admin

Enter the CRM admin password (see credentials guide). Click "Log In".

You now see the CRM main dashboard with navigation menu on the left.

2

View Your Contacts

In the left sidebar, click "Contacts". This shows all 28,000+ subscribers.

You see columns: Name, Email, Phone, City, Join Date, WhatsApp Status. Use the search bar to find specific contacts by name, email, or phone.

Click any contact row to view full details: tags, message history, past campaigns they received, engagement stats.

3

Create a Contact Segment

In the left sidebar, click "Audiences" or "Segments". This shows pre-built and custom segments.

Pre-built segments include "Phone Verified," "Event RSVP," "Interested in Yin Yoga," etc. These are ready-made groups for targeting.

To create a custom segment, click "Create New Segment". Set filters like:

  • City = Bangalore
  • Joined = Last 30 days
  • Tags = Yin interested
  • Email opened = Last campaign

Click Save. You can now use this segment to target specific contacts with campaigns.

4

Launch a Campaign (WhatsApp or Email)

In the left sidebar, click "Campaigns". This shows past and upcoming campaigns.

Click "Create New Campaign". Follow these steps:

  • Channel: Choose WhatsApp or Email
  • Template/Subject: Pick or write your message
  • Audience: Select contacts or a segment
  • Merge fields: Add {{firstName}}, {{email}} for personalization
  • Schedule: Send now or pick a date/time

Click "Send Campaign". Messages queue and send to your audience.

5

Monitor Campaign Analytics

After a campaign sends, click it in the Campaigns list to view real-time stats.

You see: Sent, Delivered, Read, Clicked, Failed counts. Also view which contacts opened/clicked and engagement timeline.

Key metrics: Sent = queued and sent to WhatsApp/email system. Delivered = recipient received it. Read = recipient opened message. Clicked = recipient clicked a link in the message. Failed = undeliverable (invalid number, opted-out, etc.).

Common CRM Tasks

Add a new contact: Contacts > Add Contact. Fill name, email, phone, city. Click Save.
Tag contacts for segmentation: Click a contact > add tags like "Yin interested," "Event attendee," "VIP". Use tags to filter and target in campaigns.
Export contact list: Contacts > Export as CSV. Download a spreadsheet of all contacts for external use.
Bulk import contacts: Contacts > Import CSV. Upload a spreadsheet with email, phone, name, city. CRM adds them to your database.