When viewing your featured fields on the Contacts page, you will see that they are organized left to right starting from earliest creation date. In the example below, the contact field school id was created at an earlier date than state. To change how the contact field columns are viewed, first navigate to the Manage Fields page found within the Contacts […]
Category: Contacts
Placing Contacts in the ‘Stopped’ Folder
Depending on the channel type, such as Twilio, a contact will automatically be placed in the ‘Stopped’ folder in the ‘Contacts’ tab if they’ve opted-out of receiving your messages. These contacts are removed from all groups. If the channel does not already have opt-out keywords, you can build your own opt-out language into your flows, which is considered […]
How Can I View Where Contact Fields are Used?
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 […]
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 […]
Updating a Contact’s Status in a Flow
A contact can have 3 possible statuses: Active – The contact will receive your outbound messages and can send incoming messages. Stopped – The contact is removed from all groups and will no longer receive your messages. The contact is ignored until they send an incoming message, opting them back in. Blocked – The contact is removed from all groups […]
Exporting Contact Groups
To export a contact group, first navigate to the “Contacts” tab in your account: On the left-hand side, you can scroll down to find the group you want to export and click on it: Next, click the ☰ menu icon in the upper right-hand corner and choose “Export”: You will be asked which group(s) you’d […]