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Contacts
Learn how to create or import contacts and how to manage contacts in your account.
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 field, you can update it using this action or by editing a contact field value via the Contacts tab. For example, when a new phone number sends a message to a channel connected to your account, a new contact will be created with a null Name value and null values for every contact field you've added. The new contact will
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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 have a channel connected to your account to import contacts. To import contacts, simply import an XLS spreadsheet containing: Address columns corresponding to the addresses each contact may contain (a
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Editing Default Fields
Editing Default Fields Default fields can be added and edited manually via the Update Contact dialogue located within each contact's profile page. Default fields include a contact's name, groups and addresses. To access the Update Contact dialogue, navigate to a contact's profile page and select the "Edit" option from the settings menu: : Note that 'None' is the default value displayed for empty
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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 be able to use the field in a campaign event. First, we'll navigate to the 'Manage Fields' button within the 'Con
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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 custom contact fields within
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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](/en/article/tracking-and-man
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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, r
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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 most recent and then most recent to oldest: ![](https://storage.crisp.chat/users/helpdesk/website/20e0a1aab214c000/c60b0a66-a85d-4
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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' ![](https://storage.crisp.chat/users/helpdesk/website/6b944d0e58bfdc00/706ae38e-4e39-4077-92ef-434b05_1p5u
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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
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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 s
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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 search for contacts based on the values in their contact fields. Queries The query you enter will operate on all contact fields present in your account. Note that fields and values are not case sensitive within
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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": ![](https://storage.crisp.chat/users/helpdesk/websi
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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 clear its name. Click the "Ok" box to validate deletion. ![](https://storage.crisp.chat/users/helpdesk/website/7640bd708349fc00/ee89143
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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.
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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" tab. You can also see fe
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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 field is created, the default value is null unless the field is [imported](/en/article/importing-contacts-ipsx71
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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: the primary language of th
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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
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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. *All phone numbers added to the platform must contain a country code, thus adhering to the [E164 format](https://www.twilio.com/help/faq/phone-numbers/how-do-i-format-phone-numbers-to-work-in
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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
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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 a best practice. You can u
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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 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 Fi
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