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, […]

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Deleting Contact Fields

If you no longer need a contact field, you can remove it by simply clearing its name in the Manage Fields dialogue. Note that this will remove all values associated with that field. To remove a contact field: Navigate to the “contacts” tab. Click the “Manage Fields” button. Find the contact field you want to remove and […]

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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 “**Manage 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](/en/article/what-is-a-featured-contact-field-10ii68c/)”, and where they are being […]

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Using the ‘Last Seen On’ Contact Field

Using the ‘Last Seen On’ field in a campaign or a contact search is helpful in identifying contacts who’ve last communicated with you relative to a 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’ […]

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Sorting Contact Field View

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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