Managing Contacts

From the main Contacts section, you can:

• Edit contacts and view their platform activities

• Delete contacts

• Search contacts

• Contacts Source

• Create or delete filters

• Create, edit, or delete segments

• Create, edit, or delete fields

Editing Contacts and Interactions

To edit a Contact data field, click on the Edit icon located under the Actions column for the contact you are interested in. The platform will expand the contact immediately underneath it, exposing all of its fields for modification.

Enter the new data in the field or fields that need modification and select Save. A message will be displayed confirming that the Contact information has been updated. This modification action will be reflected in the historical data stored for the contact.

At the very bottom of the expanded contacts’ fields is a section that displays the last activity associated with the contact, be it management, broadcast, or automation-related.

The platform provides you with the option to view a history of the contacts’ related activities that you can access by selecting View more interactions.

Delete Contacts

If you select the Delete icon, a confirmation Dialog will be displayed to confirm the deletion of the Contact you have selected.

Click on Delete, and a confirmation message will appear that the Contact has been deleted.

To edit or delete more than one Contact at a time, select the checkboxes for each Contact you want to edit or delete.

Once the Contacts has been selected, the following options will be displayed at the top of the Contact List:

Edit:

To edit the contacts you have selected, click on the Edit icon. Once selected, a Dialog box will be displayed.

The steps to edit bulk contacts are the following:

1. Select the Contact Field you want to modify for the selected Contacts from the Field dropdown.
2. Enter the value to be set for that selected List Field and
3. Select Save.

Delete: To delete the contacts you have selected, click on the Delete icon.

Once Delete has been selected from the options, a Dialog box will be displayed.

The steps to delete bulk contacts from the contact list are the following :

1. Enter the number of Contacts you have selected to delete.
2. Select Delete.

Once Delete is selected, a confirmation message will display at the bottom of the screen confirming the contacts were deleted.

After the message disappears, the Total Number of Contacts is updated in the Contact List.

Clear Selection: Click on the Clear Selection icon to uncheck each contact you have selected.

Search Contacts

The Search bar allows you to search for a Contact by Fields. The search options are conditioned by the field shown in the Search bybox.

Search by is a Field’s dropdown menu that displays platform and user defined Fields. When a field is selected, it restricts the contact search to the data type associated with the field.

For example, if mobile is selected, the search will be restricted to numbers, partial or complete mobile phone numbers. Likewise, if a field has a text data type, as would be the case for a name, alphanumeric characters could be used to search. The following is the current default Search by menu.

The fields last updated and member since within the menu, have a date data type and in consequence, the platform replaces the Search bar with a simplified version of the Show Date Range Filter, to facilitate date entry, as shown below.

Selecting any of the date options narrows the contacts displayed to the selected date for either last updated or member since. You can also define a date data type field that suits your requirements and take advantage of this option.

Successful searches result in the corresponding output being displayed.

Unsuccessful searches result in a blank screen. To return the global list, select the clear search icon to the right of the Search box.

If you want to return to the Contacts list, click on the Clear icon located on the right side of the Search Contact bar.

Contacts Source

The "Source" column indicates the origin from which the broadcast, automation, or method (by CSV or Manual) the user was added to the contact list.

Export Contacts

Export a list of your contacts and details with their respective information. This information includes each field added to the platform. For example: mobile number, email, name, among other fields. The list is exported as a CSV file, which can easily be opened in Microsoft Excel for the creation of charts, pivots, and other artifacts.
To export a Contact list:

To export a Contact list:

1. Select Export List.

2. Once selected, a Dialog will pop up to export the contacts list as a .csv file and send that list directly to the email associated with the current session.

Pagination

The Contact List provides a very simple, but useful pagination to modify the number of Contacts that are displayed in the List.

You can choose to display either 5, 10, 25, or 100 contacts per page and view the total number of contacts.

From the Contacts section, click on the Items per page located in the lower-right corner of the List.

You can see next to the items per page, the total number of contacts in the list.

When you select Items per page, a dropdown will open with the following options:

Each option corresponds to the number of Contacts that will be displayed in the Contact List.

Filters

Use Filters to segment Contacts based on set Rules placed on Contact List Fields.

The filters allow broadcasts and automations to be delivered to a more tailored and specific set of Recipients based on Contact information.

By default, the Contact Table will be set to display All Contacts without an added Filter.

From the main Contacts section, click on the Filters & Segment dropdown and select the desired Filter.

Once a Filter has been selected, the Contact List will display those Contacts that belong to that Filter.

Create a new Filter

To start the creation of a new Filter, click on the Manage Segments or Filters option located in the Filters & Segment dropdown.

In this section, you can create, review and edit your list segmentation filters.

From the Manage Filters section, select the New Filter + button.

A Dialog will open to start the Filter creation process.

The steps to create a new Filter are the following:

1. Enter the Filter’s Name.

2. Add Filter Rules by clicking on the Create ( + ) button. It will display the following columns:

• List Field: Select the Contact List Field to apply the Filter Rule on

• Operation: Conditional Rule to be applied on the selected Column List Field.

• Value : Enter the value that will determine what the Filter Conditional Rule applies to.

3. Once you have set the Filter Rules, click on the Save button to finish creating the new Filter.

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NOTE

You may apply more than one Rule per Filter.

From the Manage Filters section, edit or delete an existing Filter by clicking on the Edit or Delete icons located in the Filter’s row.

If you chose Edit, once the changes have been made, click on Save.

To delete an existing Filter click on the Delete icon in the Actions column of the filter row. A Dialog will be displayed to confirm the Deletion of the Filter. Click on the Delete button to remove the filter.

Once Delete is clicked, the filter is removed from the Manage Filters section.

Example

Create a Filter to determine Contacts that became ‘members’ after February 1, 2020.

This will be used in a Broadcast to deliver a special ‘Welcome’ SMS message to new Members.

In the Filter Rules section, under the List Field select member since from to filter the Contact Field that contains the date when the Contact became a ‘member’.

In the Operation column, select Greater than equal to to obtain those that became members on or after February 1, 2020.

In the Value column, select February 1, 2020, from the date picker.

Segments

Use Segments to segment contacts by lists. That is, you can create a segmentation list that will contain contacts.
By default, the Contact Table will be set to display All Contacts without an added Segment.
From the main Contacts section, click on the Filters & Segment dropdown and select the desired Segment.

Once a Segment has been selected, the Contact List will display those Contacts that belong to that Segment.

Create a new Segment

To start the creation of a new Segment, click on the Manage Segments or Filters option located next to the Filters & Segment dropdown.

In this section, you can create, review, and edit your Segmentation List.

From the Manage Segments section, select the New Segment + button.

A Dialog will open to start the Segment creation process.

The steps to create a new Segment are the following:

1. Enter the Segment’s Name.

2. Upload a CSV File containing a list of contacts in a segment by selecting the Browse Files button.

   When the CSV file has been uploaded, you need to define the Column from the uploaded File that contains the mobile, email, or name of the contact. It will display the following columns:

• Uploaded List Field: Select the Contact List Field to apply the Segment Rule on

• Key Field: Select the key field that will allow you to segment the contacts list depending on the selected key field(mobile, email, or name).

  Once the key field has been selected, it will automatically detect the following information for the Contacts in the uploaded CSV file:

  Number of Rows that have a valid Key Field (mobile, email, or name) (Green-Box).

  Number of Rows that have an invalid Key Field (mobile, email, or name) (Red-Box).

  Number of Rows that have an empty Key Field (mobile, email, or name) (Gray-Box).

3. Click on the Save button to finish creating the new Segment.

From the Manage Segments section, edit or delete an existing Segment by clicking on the Edit or Delete icons located in the Segment’s row.

If you chose Edit, once the changes have been made, click on Save.

To delete an existing Segment click on the Delete icon in the Actions column of the filter row. A Dialog will be displayed to confirm the Deletion of the Filter. Click on the Delete button to remove the Segment.

Once Delete is clicked, the segment is removed from the Manage Segments section.

Fields

The Contacts table is made up of individual contact records that contain the Contact’s information on the platform.

“Out of the box”, the platform has no contacts. This is, you have not added any contacts to it. Furthermore, the platform has a predefined contact configuration, which is the bare bones minimal contact configuration possible, that consists of the following elements:

• mobile: a valid phone number conforming to E.164, essentially consisting of
  country code + area code + phone number. (user-defined)
• email: a valid email address (user-defined)
• devices: identifies the device type associated with the contact (platform defined)
• member since: date when the contact was added to the platform (platform defined)
  last updated: date of the last modification done to the contact (platform defined)
• source: how the contact got added to the platform (platform-defined)

These elements of the contact configuration are handled as contact fields or Fields, and together they make up the default contact configuration of the platform. You can visualize the basic configuration of a platform contact as follows,

From the main Contacts section, you can:

• Select the Fields Visibility

• Manage Fields - add, edit, or delete a Field

• Edit or Delete List Fields

To configure the fields you want to display on the Contact table, click on the Fields Visibility dropdown,

Once selected, check the Fields that you want to display in the Contact table.

As mentioned above, the Basic Platform Contact configuration source Field contains the information on how the contact was added to the platform. And when it is displayed on the table, it provides a tool tip with the key for identifying how the contacts were added to the Contacts List. The meaning of the abbreviations used is,

• SFO – Subscription Form
• KEY – Keyword
• CSV – Upload CSV
• MAN – Manual
• RGI – Raffle Giveaway
• SKC – SMS Keyword
• SPS – Polls and Surveys
• EMA – Email

An example of this is reflected in the table below.

In it, the first two contacts’ entries were added from a CSV file named us-500 Name phone email.csv, which is shown in the table as such, while the third entry shows its source as MAN, meaning it was entered manually.

To manage the Contact Fields, select the Fields Visibility dropdown and click on the Manage Fields option.

Once selected, you will be redirected to the Field Management Section that allows you to review, add, edit, and delete the fields associated with each contact record.

Add a new Field

From the Field Management screen, add a new Field by selecting the Add field +.

Once selected, a new row will be added to the table with the following fields:

• Column - n: a placeholder for introducing the Field name that will be displayed.

• Field Type: select an option from the dropdown to define the data type the new Field will contain.

• Default Value: enter what the Field will contain as default.

• Remove Field : Delete an existing field.

From the Field Management screen, edit and modify an existing Field’s Name, type or Default Value.

Once you have made the desired changes to the existing Fields, click Save.

If you want to delete an existing field, select the Delete icon located in the Field´s row.

Once you have clicked on the Delete icon next to the desired Field you wish to delete, click Save.