WhatsApp and Meta

WhatsApp Business lists and labels: organize your customers

By Edgar Jaimes 4 min read

Latina entrepreneur checking her customers' chats on her phone next to shipping boxes

How to use WhatsApp Business lists and labels to sort customers, not lose sales and send broadcasts, with real limits and steps from the app.

It is 8 pm and Laura opens WhatsApp Business. She has 140 unread chats: a customer who asked for a quote, another who already paid, another who only asked for a price three weeks ago. They all look the same in the list. If you do not know who is who, you do not know whom to write to first.

The solution already comes in the app and almost nobody sets it up: lists and labels.

What are WhatsApp Business lists and labels for?

They let you segment your contacts and find them fast, without searching chat by chat. According to the WhatsApp Help Center, lists help you segment, organize and locate contacts, and you can create your own or use the default or recommended ones.

For a small business, it is a basic sales funnel inside your phone: “New”, “Quoting”, “Paid”, “Repeat customer”. If you do not use the app yet, start with what WhatsApp Business is and how it works.

Tidy shelves with gift boxes separated by category with small signs
Every customer on their own shelf: your system should be this simple. Photo: Unsplash

Labels or lists: which should I use?

Use lists: WhatsApp is turning labels into lists. The official labels page flags it with a note (“labels are now lists”) and clarifies that the rollout is gradual, so your account may be in either mode.

LabelsLists
LimitUp to 20Up to 20
Applied toChatsPeople or groups
Broadcast to allYes, to individual customersYes, with business broadcasts
StatusMoving to listsRolling out gradually

If your app still shows labels, the steps are almost the same. What matters is the criteria, not the name.

How do I create and assign a list?

You create them from the tools menu and assign them by long-pressing the chat. On Android, according to the official help, you go to Tools, Lists, New list, type a name (or pick a suggestion), optionally a color, add people or groups and confirm. To add a chat to a list, long-press the chat, tap the list icon, choose the ones you want and tap Done.

If your account still has labels, the help says that in Chats you tap the three dots, “Label chat”, type the name and save. One chat can have several labels at once.

Common mistake: creating 20 lists on day one. With that many, nobody uses them. Start with four or five that answer one question: what do I do with this customer today?

Latina boutique owner replying to customer messages from her phone
A well-thought-out list tells you whom to answer first. Image: AI-generated

Which lists should I have?

The ones that reflect the customer's path through your sale. A base that works for almost any service or product business:

  • New: wrote in, you have not answered in depth yet.
  • Quoting: already has a price and is deciding.
  • Payment pending: said yes, payment still to confirm.
  • Customer: already bought. Repeat purchases live here.
  • Follow-up: asked you to contact them later.

Review “Quoting” and “Follow-up” every morning. It is the manual equivalent of prioritizing leads in your CRM.

Can I send messages to everyone on a list?

Yes, and it reaches each person individually. The official help explains that from a label you can tap the three dots, “Message customers”, write and send, and that it only reaches individual customers, not groups. With lists, business broadcasts let you send promotions or reminders to all customers on a list.

Heads up: segmenting does not give you permission to message anyone. Only send to people who already wrote to you or agreed to receive messages, and check how to run bulk campaigns without getting blocked.

When does the app fall short?

When several people handle chats or you need to measure. Lists depend on whoever maintains them: if nobody moves the customer from “Quoting” to “Payment pending”, the order breaks. A CRM does it with stages, owners and reminders, as in a sales funnel in Kommo, and you can connect it without losing your number thanks to coexistence. You can also automate the first reply with automatic messages.

In short

Laura does not need to answer 140 chats at once: she needs to know which ones matter first. Five well-placed lists do that today. And when the business grows, that same order moves to a CRM connected to WhatsApp. See how we do it in our WhatsApp Business API service.

Frequently asked questions

How many labels can I create in WhatsApp Business?

According to the WhatsApp Help Center, you can create up to 20 labels.

How many lists can I create?

The WhatsApp Help Center says you can create up to 20 lists.

Are labels becoming lists?

Yes. The labels page of the WhatsApp Help Center says labels are now lists and that the rollout is gradual, so you may not see it in your account yet.

Can I send a message to all customers under a label?

Yes, from the label using the option to message customers. It only reaches individual customers, not groups.

When does the app fall short for organizing customers?

When several people handle chats and you need sales stages, owners and reports. That is when a CRM connected to WhatsApp makes sense.

Do not stop at the theory: apply it to your business

We implement the WhatsApp Business API end to end, with your real operation. The first conversation is free.

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