Managing Contacts

Access the following actions from the main Contacts section:

• 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, you click the Edit icon under the Actions column. The platform expands the contact entry and exposes all fields for modification.

Enter new data in the fields that need modification, then select Save. A message appears confirming the contact information has been updated. The modification appears in the historical data stored for the contact.

A section at the bottom of the expanded contact fields displays the last activity — management, broadcast, or automation-related. You view a history of contact-related activities by selecting View more interactions.

Edit & Delete Contacts

If you select the Delete icon, a confirmation dialog appears. After you click Delete, a confirmation message appears.

To edit or delete more than one contact at a time, you select the checkboxes for each contact. After you select the contacts, the following options appear at the top of the Contact List:

Edit:

To edit the selected contacts, you click the Edit icon. A dialog box appears.

You edit bulk contacts using the following steps:

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 selected contacts, you click the Delete icon. After you select Delete, a dialog box appears.

You delete bulk contacts using the following steps:

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

After you select Delete, a confirmation message appears at the bottom of the screen. After the message disappears, the Total Number of Contacts is updated in the Contact List.

Clear Selection — You click the Clear Selection icon to uncheck each selected contact.

Search Contacts

You search for a contact by field using the Search bar. The search options are conditioned by the field shown in the Search by box.

Search by is a field 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 that field.

For example, if mobile is selected, the search is restricted to partial or complete mobile phone numbers. If a field has a text data type — such as a name — alphanumeric characters apply. The image below shows the current default Search by menu.

Successful searches result in the corresponding output being displayed.

Contacts Source

The Source column shows how the contact was added to the contact list — by broadcast, automation, CSV, or manual entry.

Export Contacts

The Export feature downloads a contact list with all respective field information. This information includes each field added to the platform. The list exports as a CSV file that opens in Microsoft Excel for charts, pivots, and other analysis.

To export a Contact list:

1. Select Export List.

   

2. A dialog appears to export the contacts list as a .csv file and send it to the email of the current session.

   

Filters

Filters segment contacts based on rules applied to Contact List Fields. Filters narrow broadcasts and automations to a tailored set of recipients based on contact information. By default, the Contact Table will be set to display All Contacts without an added Filter.

To create a new Filter, you click the Manage Segments or Filters option in the Filters & Segment dropdown. In this section, you create, review, and edit your list segmentation filters.

From the Manage Filters section, you select the New Filter + button. A Dialog will open to start the Filter creation process.

You create a new Filter using the following steps:

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 the Save button to finish creating the new Filter.

From the Manage Filters section, you edit or delete an existing Filter using the Edit or Delete icons in the Filter's row.

After you make changes, you click Save.

To delete an existing Filter, you click the Delete icon in the Actions column. A dialog appears to confirm the deletion. You click Delete to remove the filter.

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

Segments

Segments organize contacts by list. You create a segmentation list that groups contacts. By default, the Contact Table will be set to display All Contacts without an added Segment.

To create a new Segment, you click the Manage Segments or Filters option next to the Filters & Segment dropdown. In this section, you create, review, and edit your Segmentation List.

From the Manage Filters section, you select the New Filter + button. A Dialog will open to start the Filter creation process.

You create a new Segment using the following steps:

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.

   After uploading the CSV file, you define the column containing the contact's mobile number, email, or name. 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).

  

  After you select the key field, the platform automatically detects the following information:

  • Number of Rows that have a valid Key Field (mobile, email, or name) - valid rows.
  • Number of Rows that have an invalid Key Field (mobile, email, or name) - invalid rows.
  • Number of Rows that have an empty Key Field (mobile, email, or name) - empty rows.

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

From the Manage Segments section, you edit or delete an existing Segment using the Edit or Delete icons in the Segment's row.

After you make changes, you click Save.

To delete an existing Segment, you click the Delete icon in the Actions column. A dialog appears to confirm the deletion. You click Delete to remove the Segment.

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

Fields

The Contacts table consists of individual contact records containing each contact's platform information. 'Out of the box', the platform has no contacts. You have not yet added any contacts.

The platform includes a predefined minimal contact configuration with 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)

Contact fields or Fields form the default contact configuration. The image below shows the basic platform contact configuration.

Field management options are also available:

• Select the Fields Visibility

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

• Edit or Delete List Fields

To configure which fields appear on the Contact table, you click the Fields Visibility dropdown.

After you open it, you check the fields to display in the Contact table.

Add a new Field

From the Field Management screen, select the Manage Fields button.

Once selected, a Manage Fields table will be displayed with the following fields:

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

• 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.

To add a new field to the contact list, just click the Add Fields + button. It will display a new row where you can enter the field name, the field type, and the default value.

From the Manage Fields table, you edit an existing field's name, type, or default value.

After you make the desired changes, you click Save.

To delete an existing field, you select the Delete icon in the field's row.

After creating, editing, or deleting a field, click Save to apply the change.