By clicking on the column header of a featured contact field on your Contact page, you can change how the fields are sorted. For example, we can change how the fields are viewed to either sort youngest to oldest or vice versa. In the example below, we’ve changed how the ‘Created On’ date is sorted, oldest to […]
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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 send […]
Archiving Contacts in a Flow for Easy Deletion
In order to delete contacts, they must first be placed in the ‘Archived’ folder in the ‘Contacts’ tab. You could manually move contacts into the ‘Archived’ folder, but what about many at once? Do this with a flow. Add any unwanted contacts to a group. For dormant contacts, remember that you can use the handy ‘[Last Seen […]
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 […]
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 […]
Contact Information Anonymization
We understand that some use cases require contact information to be handled sensitively. 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, Telegram or Twitter accounts): Note that ‘None’ is the default […]
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 […]
Deleting 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 […]
Setting the Language for a Contact
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 […]
Editing Default Fields
Default fields can be added and edited manually via the Update 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 select the “Edit” option from the settings menu: The Add Connection drop-down menu provides an input for you to add connections […]