Important Notice: Please be advised that deleting contacts is a permanent action. Once completed, these contacts and their associated data cannot be recovered. To permanently delete contacts: Navigate to the Contacts tab. Select either the Blocked or Stopped folder. Identify the contacts you wish to remove and select them by checking the box to the left of each name. Click the trash icon that appears […]
How to Remove a Contact Field Important Note: Deleting a contact field is a permanent action. This will erase all stored values associated with that field for every contact in your workspace. This action cannot be undone. Step-by-Step Instructions: Navigate to the Contacts Section: Go to the Contacts tab in your main navigation. Access Field Management: Click on the Fields button. Locate […]
To manage your contact fields, first navigate to the Fields page. You can do this by selecting the “Contacts” tab at the top of your screen, followed by the Fields button. This will direct you to the “Manage Contact Fields” interface. On this page, you can review all existing fields. To see where a specific field is actively being used within your flows, […]
You can reorganize the order of your contact list by selecting the header of any featured contact field on your main Contact page. This allows you to sort the displayed information based on that field’s values. For instance, you might sort ages from youngest to oldest — or vice versa. In the example below, we reordered […]
By default, the featured fields displayed on your Contacts page are arranged in chronological order according to their creation date, appearing from left to right. For instance, in the example provided, the Age field appears before the Due Date field because it was created earlier. To customize the order of these columns: Navigate to the Contacts section and select the Fields button located on […]
We have expanded the contact message history page to provide a more comprehensive overview of each contact’s interactions and changes within your account. In addition to tracking flow initiations, completions, campaign events, interruptions, expirations, message exchanges, and upcoming events, the history now includes these detailed records: Contact Language Changed: Indicates when a contact’s primary language preference […]
To export a contact group, follow these steps: Navigate to the Contacts tab. On the left-hand sidebar, locate and select the specific group you wish to export. Click the ☰ menu icon in the upper right-hand corner and choose “Export”. A dialog will appear prompting you to select which group(s) to export. Click the text field and choose the […]
Contacts may be automatically moved to the ‘Stopped’ folder within your Contacts tab when they opt out of receiving messages, depending on your channel provider (such as Twilio). When this occurs, these contacts are automatically removed from all groups. If your channel does not support automatic opt-out handling, we recommend implementing custom opt-out functionality within your flows using appropriate language and […]
To permanently delete contacts, they must first be moved to the Archived folder within the Contacts tab. While this can be done manually, using flows enables bulk processing for greater efficiency. Implementation Steps: Group Creation Create a dedicated group for contacts requiring archiving For inactive contacts: Utilize the ‘Last Seen On’ field to identify dormant contacts Consider creating smart […]
Contacts can be assigned one of four distinct statuses, each governing how they interact with your messaging services: Active Receives all outbound messages Can initiate incoming messages Default status for all new contacts Stopped Automatically removed from all groups Cannot receive outbound messages Can reactivate status by sending any incoming message (opt-in) Some channels (like […]
