Shared Inbox — WALoops Questions and Answers
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35 questions — direct answers, no fluff.

Can I import customers by CSV into WALoops?

Yes. On the Customers page, click Import CSV and upload your file. After import, WALoops shows how many records were created, updated, and skipped, along with any row-level error messages.

How do I export my customer list from WALoops?

On the Customers page, click Export CSV to export all visible customers. To export only specific customers, select their checkboxes and click Export Selected in the bulk action bar that appears.

How do I sort customers in WALoops?

The customer table supports sorting by Location (city), Orders count, and Total Spent. Columns for ID, Customer name, Tags, Source, Opt-out, and Actions are not sortable.

What does an exclusive tag do in WALoops?

When an exclusive tag is applied to a customer, it automatically removes any other exclusive tag in the same category from that customer. This ensures only one exclusive tag per category applies at a time.

How do I invite a team member to WALoops?

Go to Team, click Invite, enter the person's Name and Email, and click Send Invite. WALoops attempts to email the invite link and also shows a copyable backup link in the modal in case the email does not arrive.

How do I resend a team invite in WALoops?

On the Team page, find the pending invite showing status 'invited' and click the Resend button. WALoops generates a fresh invite link and displays it in a browser alert for you to copy.

How do I remove a team member from WALoops?

Go to Team, find the member, click Remove, and confirm. Their access is revoked immediately. The Team table shows each member's Name, Email, Status, Invited date, and action buttons.

How do I apply a tag to a customer in WALoops?

Apply or remove a tag from the Inbox conversation controls or from the customer's own page. Tags cannot be applied from the Manage Tags page, which is only for creating and managing the tag catalog.

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