Contacts

Navigating the Contact Page

The Contact Page lets you view and manage all information related to an individual contact — from updating contact details to reviewing conversation history,…

Contact Message History

Contact Message history is a chronological record of everything that has happened with an individual contact. It provides a single, unified timeline of…

Changing the Order of Featured Fields on the Contacts Page

When viewing your featured fields on the Contacts page, you will see that they are organized left to right, after the default fields (Name and URN), starting…

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 a…

Editing Default & Custom Fields

Editing Default Fields Default fields can be added and edited manually via the Edit Contact dialogue located within each contact's profile page. Default fields…

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 Fields button: This will take you to the Manage Contact Fields…

Importing Contacts

Importing Contacts Importing contacts allows you to add entire groups of contacts to our platform using a simple XLS (MS Excel) spreadsheet. Note that you must…

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

Note that once you delete these contacts, you will not be able to recover them. From your contacts tab, click on the folder you want to delete from, Blocked or…

How Can I View Where Contact Fields are Used?

First, navigate to the Fields page. Do this by clicking the Contacts tab at the top of your page and then the Fields button: You'll be brought to your "Manage…

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 &…

Exporting Contact Groups

To export a contact group, first navigate to the "Contacts" tab, on the left-hand side, you can scroll down to find the group you want to export and click on…

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

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'…

Delete Contacts

It is important to note that if you delete any contacts, they cannot be recovered. To delete a contact, it must first be placed in the 'Archived' folder. You…

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…

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…

Adding and Updating a Contact Field

When a contact field is created, the 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. With this in mind, we added an anonymization feature that'll replace…

Searching for Contacts

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

Using the 'Last Seen On' Contact Field

Using the 'Last Seen On' field in a campaign or a contact search helps identify contacts who've last communicated with you relative to the date. You can use…

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…

Updating a Contact's Status in a Flow

A contact can have 4 possible statuses: Active - The contact will receive your outbound messages and can send incoming messages. Stopped - The contact is…

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…

Creating a Contact

To create a contact: Navigate to the Contacts tab. Click the menu icon on the right-hand side, then on "New Contact". Enter the name and phone number of the…

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…

What is a "Featured" Contact Field?

Notice that on a contact's page, there are 3 different fields shown. In this example, we see "Organization", "Due Date", and "Gender": These are contact fields…