We allow you to set each of your contacts’ language preferences. Once set, these will be the languages in which your contacts receive messages for translated flows. Contacts Tab To set a contact’s language preference via the “Contacts” tab: Navigate to the “Contacts” tab, then click the contact whose language you want to update Click on the […]
Creating Custom Contact Fields
Recall that each contact is assigned attributes, called contact fields, that hold values such as their names, phone numbers, and any other individual information you want to include. Contact fields are divided into two types, default fields, and custom fields, and they can hold three types of values: text, numeric, or date & time. Note that only date & time values can be used for […]
Searching for Contacts
In addition to searching for contacts by name or phone number, you can place queries in the search bar on your contacts tab or in the ‘Start Flow’ dialogue to search for contacts based on the values in their contact fields. Queries The query you enter will operate on all contact fields present in your account. Note that […]
Delete Contacts
It is important to note that if you delete any contacts, they cannot be recovered. To delete a contact, they must first be placed in the ‘Archived’ folder. You can manually delete individual contacts or send an entire group through a flow to update their status to ‘Archived’ for easy bulk deletion. Manually Delete Contacts To permanently delete an individual […]
Importing Contacts
Importing Contacts Importing contacts allows you to add entire groups of contacts to our platform using a simple XLS (MS Excel) spreadsheet. Note that you must have a channel connected to your account to import contacts. To import contacts, simply import an XLS spreadsheet containing: Address columns corresponding to the addresses each contact may contain (a Phone column […]
Adding and Updating a Contact Field
When a contact field is created, the default value is null unless the field is imported with a pre-existing value. To change the value of a recently created contact field, use this action or edit a contact field value via the Contacts tab. For example, when a new phone number sends a message to a channel connected […]