First, navigate to the “Manage Contact Fields” page. Do this by clicking the “Contacts” tab at the top of your page and then the “Manage Fields” button: You’ll be brought to your “Manage Contact Fields” page: Notice in the example above, there are 2 uses listed for the contact field “**Age”**. By clicking on that link, we […]
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Creating a Contact
To create a contact: Navigate to the “Contacts” tab. Click the “Create a Contact” box in the bottom left corner of the page. Enter the name and phone number***** of the contact. You may also enter the contact’s Twitter handle if you’re using a Twitter account as a channel. Your new contact will appear at […]
Contact Message History
In addition to seeing when a contact has started and completed a flow and campaign events, when a contact is interrupted or expired in a flow, all the messages received from and sent to a contact, and upcoming events, we’ve updated the contact message history page to include more detailed information including the following: contact_language_changed: […]
Adding, Editing & Prioritizing Contact Addresses
Contact addresses are a type of default contact field, just like Name and Groups. Contact addresses can be added, edited and prioritized from the Update Contact dialogue, accessed through the “Edit” option in each contact profile’s settings drop-down menu: The Update Contact menu, accessed via the ‘Edit’ option above, provides an input for you to add connections of all types. One connection […]
Adding Contact Fields
Each contact can be 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. When a contact […]
What is a “Featured” Contact Field?
Notice that on a contact’s page, there are 4 different fields shown. In this example, we see “Age”, “Join Date”, “Language”, and “Coupon Received”: 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**](/en/article/introduction-to-contacts-12e6jhu/)**”** tab. You can also see featured contact […]
Deleting Contact Groups
Contact groups can be deleted by navigating to the group page and selecting the “Delete Group” option from the ☰ menu drop-down.
Adding Contacts to a Group
Adding Contacts to a Group Use the Add the contact to a group action to add a contacts to a group from within a flow. Removing Contacts from Groups Use the Remove contact from a group action remove a contact from a group from within a flow. In the example above, we’re removing expecting mothers who’ve opted-out of SMS […]
Introduction to Contact Groups
Contact groups allow you to segment your contacts into clusters based on their attributes or responses. Contacts can be placed in multiple groups, and you can create as many as you need. Learn how to create a contact group here. Within a flow, contacts can be moved to and from groups using the Add a contact to a group and Remove contact […]
Creating a Contact Group
To create a group: Navigate to the “contacts” tab and click the “Create Group” box in the bottom left corner of the page. Give your group a name and click the “Create” box. Your new group will appear in the group directory on the left side of the page.