Contacts

Navigating the Contact Page

The contact page lets you view and manage everything about an individual contact, from updating their details to reviewing their conversation history and…

Contact Message History

Contact message history is a chronological record of everything that has happened with an individual contact, shown as a single timeline. This history helps…

Changing the Order of Featured Fields on the Contacts Page

On the Contacts page, your featured fields appear as columns from left to right after the default fields (Name and URN), starting with the one created first.…

Sorting Contact Field View

Click the column header of a featured contact field on your Contacts page to sort your contacts by that field. Clicking the same header again reverses the…

Editing Default & Custom Fields

Editing Default Fields Default fields can be added and edited manually in the Details panel on each contact's profile page. Default fields include a contact's…

How do I Manage Contact Fields?

To reach this page, first click Contacts in the menu on the left side of your account. Next, click Fields: This takes you to the Fields page, where you can…

Importing Contacts

Importing Contacts Importing contacts lets you add many contacts to the platform at once from an Excel spreadsheet (.xlsx). Note that you must have a channel…

Introduction to Contacts

A contact is an end user who has interacted or will interact with your account. Communication with contacts occurs via a channel. A contact can be: created…

Delete contacts in Blocked or Stopped folder

Once you delete these contacts, you will not be able to recover them. From the Contacts tab, open the folder you want to delete from, Blocked or Stopped, and…

How Can I View Where Contact Fields are Used?

First, go to the Fields page. Click Contacts in the left-hand menu, then click Fields: You'll be taken to the Fields page, which lists your contact fields:…

Updating a Custom Contact Field Type

New custom contact fields created in a flow are automatically set to the default Text data type. You can update the data type from Text to Number, Date & Time,…

Exporting Contact Groups

To export a contact group, go to Contacts, then scroll down the list on the left to find the group you want to export and click it: Next, click the ☰ menu icon…

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…

Archiving Contacts in a Flow for Easy Deletion

To delete contacts, you first need to move them to the Archived folder on the Contacts page. You can move contacts to the Archived folder by hand, but to…

Delete Contacts

Deleted contacts cannot be recovered. To delete a contact, it must first be placed in the Archived folder. You can manually delete individual contacts, or send…

Setting the Language for a Contact

We allow you to set a language preference for each of your contacts. Once set, this is the language in which a contact receives messages from translated flows.…

Blocking Contacts

In rare instances, contacts may abuse your service or send offensive messages. You can block contacts manually, or set a contact's status to Blocked in a flow.…

Adding and Updating a Contact Field

When a contact field is created, its default value is null unless the field is imported with a pre-existing value. To change the value of a recently created…

Contact Information Anonymization

We understand that some use cases require contact information to be handled sensitively. For these, we added an anonymization feature that replaces a contact's…

Searching for Contacts

In addition to searching for contacts by name or phone number, you can enter queries in the search bar on your contacts tab or in the 'Start Flow' dialog to…

Using the 'Last Seen On' Contact Field

Using the 'Last Seen On' field in a campaign or a contact search helps you find contacts based on when they last communicated with you. You can use this field…

Placing Contacts in the 'Stopped' Folder

Depending on the channel type, such as Twilio, a contact who opts out of your messages is automatically placed in the Stopped folder in the Contacts tab. These…

Updating a Contact's Status in a Flow

A contact can have one of four statuses: Active - The contact will receive your outbound messages and can send incoming messages. Stopped - The contact is…

Contact Statuses

Contact Statuses A contact's status affects their group membership and whether they can receive your outgoing messages or send you incoming messages. Active…

Creating a Contact

To create a contact: Go to the Contacts tab. Click the menu icon (☰) on the right-hand side, then click New Contact. Enter the contact's name and phone number.…

Deleting Contact Fields

If you no longer need a contact field, you can delete it. Deleting a field also removes all the values stored in it. To delete a contact field: Go to the…

What is a "Featured" Contact Field?

On a contact's page, the Fields panel lists the contact's fields. In this example, the first three are Cohort, Study Arm and Year: These are "featured" contact…

Next Up Tab

The Next Up card on a contact's page shows a timeline of everything scheduled to reach that contact, in the order it will happen. Open an active contact and…