Editing Default Fields Default fields—including a contact’s name, group assignments, and communication addresses—can be modified manually through the Edit Contact dialog accessible from each contact’s profile page. To access this feature: Navigate to the desired contact’s profile Click the “Edit” button in the top-right corner The Add Connection dropdown menu enables you to add individual connections. Note that multiple connections must […]
A contact’s status determines their group participation and communication capabilities within your workspace. Status Overview: Active Maintains all group memberships Receives all outgoing messages Can initiate incoming messages Default status for new contacts Stopped Automatically removed from all groups Cannot receive outgoing messages Can regain Active status by sending any incoming message (opt-in) Typically results […]
The ‘Last Seen On’ field enables you to identify contacts based on their most recent interaction date, providing valuable insights for engagement management and database maintenance. This functionality helps you pinpoint inactive contacts for either re-engagement campaigns or systematic removal from your database. Advanced Search Capabilities Utilize these search operators to filter contacts by interaction recency: […]
To add a new contact to your platform, follow the procedure below: Go to the Contacts section using the main navigation tab. Click on the menu icon located on the right-hand side, and then select the option New Contact. 3. In the form that appears, provide the new contact’s name and phone number. Important Note: All […]
To access the contact fields management dashboard: Begin by selecting the Contacts tab located at the top of your account interface. Then, click the Fields button. You will be directed to the Manage Contact Fields portal. Here, you can create, modify, and remove contact fields. This section also allows you to identify which fields are featured and review where each field is utilized […]
“Featured” contact fields are specially designated fields that appear prominently at the top of both individual contact profiles and your main contacts list page. These fields provide quick access to important information without needing to navigate through full contact details. Visibility and Display Featured fields appear in the header section of individual contact pages They […]
A contact represents any end-user who interacts or may interact with your account. All communications occur through channels, and contacts can be created in three ways: Manually within the Contacts tab Automatically when new phone numbers interact with your channels Via import from XLS spreadsheets Contact Management Capabilities From the Contacts tab, you can: View, […]
When creating new custom contact fields within a flow, the system automatically assigns a default field type of text. You can modify this type to better suit your data requirements, choosing from these supported formats: Number Date & Time State District Ward Important Consideration Only fields with the Date & Time type can be utilized in campaign events. […]
In exceptional cases where contacts misuse your service or send inappropriate messages, you can restrict their access through manual blocking or automated workflow actions. Manual Blocking Procedure Navigate to the Contacts tab Select the checkbox beside the relevant contact’s name Click the Block icon to implement restrictions Effects of Blocking All incoming messages from blocked contacts are automatically […]
We recognize that certain applications require enhanced privacy protection for contact information. To address this need, we have implemented an anonymization feature that ensures sensitive data protection while maintaining functional utility. Anonymization Process When enabled, this feature automatically: Replaces all contact names with randomly generated identification codes Completely removes all address information (phone numbers, Facebook […]
