Editing Default Fields Default fields can be added and edited manually via the Edit Contact dialogue located within each contact’s profile page. Default fields include a contact’s name, groups, and addresses. To access the Update Contact dialogue, navigate to a contact’s profile page and Click the “Edit” button at the top right: The Add Connection drop-down menu provides an input for you […]
Contact Statuses
A contact’s status will affect their group membership and whether they can receive outgoing messages or send incoming messages. Active contacts maintain all of their group memberships and will both receive your outgoing messages and be able to send you incoming messages. Stopped contacts have opted-out from receiving your messages and are removed from all groups. You cannot […]
Using the ‘Last Seen On’ Contact Field
Using the ‘Last Seen On’ field in a campaign or a contact search helps identify contacts who’ve last communicated with you relative to date. You can use this field to find contacts who’ve been unresponsive or dormant and reach out to them or delete them from your database. Searching with ‘Last Seen On’ Using a query […]
Creating a Contact
To create a contact: Navigate to the “Contacts” tab. Click the menu icon on the right hand side, then on “New Contact” Enter the name and phone number of the contact. All phone numbers added to the platform must contain a country code, thus adhering to the E164 format. More on that here. Your new […]
How do I Manage Contact Fields?
To reach this page, first click on the Contacts tab at the top of your account: Next, click the Fields button: This will take you to the Manage Contact Fields page where you can create, update, and delete your contact fields. You can also see which contact fields are “featured”, and where they are being used within your account. Create a New Field You […]
What is a “Featured” Contact Field?
Notice that on a contact’s page, there are 3 different fields shown. In this example, we see “Age”, “Registration Date”, and “Gender”: These are contact fields that are “featured”, meaning they will appear at the top of your contact’s individual contact page, reached via the Contacts tab. You can also see featured contact fields on the main […]
Introduction to Contacts
A contact is an end-user that has interacted or will interact with your account. Communication with contacts occurs via a channel. A contact can be: created within the Contacts tab automatically generated when a new phone number interacts with your account via a channel or imported into your account via an XLS spreadsheet. From the Contacts tab, you can: view, add, […]
Updating a Custom Contact Field Type
New custom contact fields created in a flow are automatically set to the default text field type. You can update the field type from text to number, date & time, state, district, or ward. It’s important to note that only a date & time field type can be used in campaign events. In the example below, we’re updating the field type to Date & Time to […]
Blocking Contacts
In rare instances, contacts may abuse your service or send offensive messages. You can manually block individual contacts or update the contact’s Status to “blocked” within a flow. Manually Block Contacts Block contacts by navigating to the Contacts tab, highlighting the contact by clicking the box to the left of their name, and clicking the Block icon. All incoming […]
Contact Information Anonymization
We understand that some use cases require contact information to be handled sensitively. With this in mind, we added an anonymization feature that’ll replace each contact’s name with a random code and completely remove their address (their phone number, or an ID associated with their Facebook or Telegram accounts): Note that ‘None’ is the default […]