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, edit, or remove contact attributes.
organize your contacts into groups.
view each contact's message history and any messages they may be scheduled to receive by clicking on the contact.
add, edit, and prioritize contact addresses
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.
Default fields include the contact's Name, Channel, Language, and Status:
Custom fields are created by you. Click here to learn how.
Contact Addresses
Each contact has an address, or URN, to which messages from your account are sent. Contact addresses are a type of default field, just like Name and Groups. Addresses represent the ways in which you can connect with your contacts. The most common address type is a Phone Number, though a contact can also have a Telegram Identifier, Email Address, Facebook ID and any External Identifier you wish to add. Each contact can be assigned multiple addresses of the same type - meaning you can assign multiple phone numbers to a single contact. A contact's addresses can be prioritized, in which case they'll appear on a contact's profile page in the order in which they're prioritized:
Additionally, only a contact's prioritized address will appear in the contacts tab view:
The table above provides examples of how TextIt maps each channel type to its corresponding contact address type. There are many other URN types! Each contact may have multiple addresses of the same type (e.g. multiple phone numbers). A contact's address type priority will dictate which channel type will send messages to the contact. If you have multiple channels of the same type connected to your account, the channel that the contact last initiated contact with will be prioritized. Contacts can be locked-in to a relationship with a specific channel (they'll only received messages from this channel) under three conditions:
You have multiple channels of the same type connected to your account.
The contact's address type priority corresponds with the channel type (e.g. phone number) that possess multiple channels (e.g. multiple phone numbers).
The contact initiates contact through an incoming message.
@contact references the contact receiving the message. This is the active contact - the person whose responses are being handled by the workflow. When using the Send a Message to Someone Else action, @contact refers to the contact or group of contacts to which the message is being sent. Each extension, e.g. @contact.name or @contact.fields.[field_name], references a specific contact field.
@contact - The full name of the contact if one is set, otherwise their number, e.g. "Ben Haggerty"
@contact.name - Also the full name of the contact if one is set, e.g. "Ben Haggerty"
@contact.first_name - The first name of the contact if one is set, e.g. "Ben"
@contact.groups - The groups in which the contact has been placed.
@contact.uuid - The universally unique identifier assigned to each contact.
@contact.display - The name or URN of the contact.
@contact.language - The language iso code for the contact.
@contact.created_on - The creation date of the contact.
@contact.channel - The preferred channel of the contact.
@contact.fields.[field_name] - any contact fields you've created for your contacts, e.g. "@contact.age"
There are two ways to reference contacts and their fields within a workflow:
@contact - references the contact receiving the message. This is the active contact - the person whose responses are being handled by the workflow. When using the Send a Message to Someone Else action, @contact refers to the contact or group of contacts to which the message is being sent.
@input - references the last message received by the contact. In most cases, this is also the active contact.
@input - The most recent input.
@input.text - The text of the last message; e.g. "help"
@input.created_on - The date and time when the last message was received, e.g. "11-12-2015 13:24"
@input.type - the type of the last input.
@input.uuid - The UUID of the last input.
@input.channel - The channel type on which the last input was received.
@input.attachments - The attachments from the last message.
For more information about variables, visit the Flow Variable Reference.
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, edit, or remove contact attributes.
organize your contacts into groups.
view each contact's message history and any messages they may be scheduled to receive by clicking on the contact.
add, edit, and prioritize contact addresses
Contact Fields
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.
Default Fields
Default fields include the contact's Name, Channel, Language, and Status:
Custom Fields
Custom fields are created by you. Click here to learn how.
Contact Addresses
Each contact has an address, or URN, to which messages from your account are sent. Contact addresses are a type of default field, just like Name and Groups. Addresses represent the ways in which you can connect with your contacts. The most common address type is a Phone Number, though a contact can also have a Telegram Identifier, Email Address, Facebook ID and any External Identifier you wish to add. Each contact can be assigned multiple addresses of the same type - meaning you can assign multiple phone numbers to a single contact. A contact's addresses can be prioritized, in which case they'll appear on a contact's profile page in the order in which they're prioritized:
Additionally, only a contact's prioritized address will appear in the contacts tab view:
Channel Types & Contact Address Types
The table above provides examples of how TextIt maps each channel type to its corresponding contact address type. There are many other URN types! Each contact may have multiple addresses of the same type (e.g. multiple phone numbers). A contact's address type priority will dictate which channel type will send messages to the contact. If you have multiple channels of the same type connected to your account, the channel that the contact last initiated contact with will be prioritized. Contacts can be locked-in to a relationship with a specific channel (they'll only received messages from this channel) under three conditions:
You have multiple channels of the same type connected to your account.
The contact's address type priority corresponds with the channel type (e.g. phone number) that possess multiple channels (e.g. multiple phone numbers).
The contact initiates contact through an incoming message.
Contact Variables
@contact references the contact receiving the message. This is the active contact - the person whose responses are being handled by the workflow. When using the Send a Message to Someone Else action, @contact refers to the contact or group of contacts to which the message is being sent. Each extension, e.g. @contact.name or @contact.fields.[field_name], references a specific contact field.
@contact - The full name of the contact if one is set, otherwise their number, e.g. "Ben Haggerty"
@contact.name - Also the full name of the contact if one is set, e.g. "Ben Haggerty"
@contact.first_name - The first name of the contact if one is set, e.g. "Ben"
@contact.groups - The groups in which the contact has been placed.
@contact.uuid - The universally unique identifier assigned to each contact.
@contact.display - The name or URN of the contact.
@contact.language - The language iso code for the contact.
@contact.created_on - The creation date of the contact.
@contact.channel - The preferred channel of the contact.
@contact.fields.[field_name] - any contact fields you've created for your contacts, e.g. "@contact.age"
Referencing a Contact within a Flow
There are two ways to reference contacts and their fields within a workflow:
@contact - references the contact receiving the message. This is the active contact - the person whose responses are being handled by the workflow. When using the Send a Message to Someone Else action, @contact refers to the contact or group of contacts to which the message is being sent.
@input - references the last message received by the contact. In most cases, this is also the active contact.
@input - The most recent input.
@input.text - The text of the last message; e.g. "help"
@input.created_on - The date and time when the last message was received, e.g. "11-12-2015 13:24"
@input.type - the type of the last input.
@input.uuid - The UUID of the last input.
@input.channel - The channel type on which the last input was received.
@input.attachments - The attachments from the last message.
For more information about variables, visit the Flow Variable Reference.
Updated on: 16/12/2024
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