Every contact in your database has a profile where you can view all available data about that user.
Things to know before you start:
- Profiles are available only for contacts in the
Default Contact List.- Some information can’t be changed, like when and how the contact was added to the Contact List or updated.
- You can change subscription statuses of contacts, see in which segments the contacts are included, send personal messages, and more.
- To learn more, check out our article on how to import contacts to SmartSender.io.
View a contact profile.
Locate a specific contact profile with the search tool using one of the unique identifiers ( userId| email | phoneNumber ). You can also access Contact’s Profile from the Contact List.
On the left side of the Contact Profile page, you can find general information about your contact.
You can use these variables for the personalization of the content of your messages. For example, congratulate your user with a birthday gift, taking into account the recipient’s time zone and language.
Also, you can import files and use API to add information to the profile.
The variable’s values are described here.
| Variable | Description | |
| First Name | Contact’s first name. | |
| Last Name | Contact’s last name. | |
| ID | The userId from the customer’s platform to synchronize with SmartSender.io and manipulate contact data. They are used as aliases for the Email address. |
|
| Contact’s email address. | ||
| Phone number | Contact’s phone number.IMPORTANT should be valid E.164 phone number. |
|
| Birthday | Contact’s birthday in ENUM_DATE (YYYY-MM-DD) format. |
|
| Gender | Contact’s gender in ISO/IEC 5218 format. |
|
| 0 | Not known | |
| 1 | Male | |
| 2 | Female | |
| 9 | Not applicable | |
| Language | Contact’s locale in ISO 639-1 format. |
|
| Source | A customer acquisition source determines how a customer got into the database. A source can be assigned to a contact when importing a contact into the Default Contact List. First, pre-register the source in the Components section. |
|
| Timezone | Contact’s timezone in ISO 8601 format. |
|
| Last update | Date when a contact last time was updated by API or import file. | |
| contactScore | A numerical evaluation of the contact based on different points. | |
| Subscription details | Date the contact was added to the Default Contact List. |
|
Subscription management.
In this part of the profile, you can see which channels the contact is subscribed to or unsubscribed. We do not recommend subscribing a contact to mailing lists that he/she has opted out of, without his request. This will negatively impact the reputation of the domain due to complaints.
How to change the subscription status of a contact.
Step-by-step instructions:
-
- Open the drop-down menu.
- Select the required action.
- Confirm that you want to perform the selected action.
- We’ll display a label, so you know if your contact is on blacklists.
The actions are described here.
| Action | Description |
|---|---|
| Activate | This option enables the contact in the Сontact List. Contact can receive communication from subscribed channels. |
| Deactivate | This option disables contact. No communications will be sent to this contact. |
| Add to Email Black List | To add an email address to the account Email Black List and stop sending Emails. |
| Remove from the Email Black List | To remove an email address from the account Email Black List and restart sending Emails. |
| Add to Phone Black List | To add a phone number to the account Phone Black List and stop sending SMS. |
| Remove from the Phone Black List | To remove a phone number from the account Phone Black List and restart sending SMS. |
| Delete | This option deletes contact from Contact List without the restore option. All contact information and history will be deleted according to GDPR regulations. |
Send messages.
Step-by-step instructions:
- Click the “Send Message” button.
- Choose the kind of message you want: Email, SMS, or Telegram.
- Create the message and click “Send”.
IMPORTANTIf the contact has unsubscribed from the channel or is in the blacklist, you cannot send a message.
Profile picture.
You can add a profile picture using the Edit Avatar Link button. Just paste the link and confirm the action.
Activity feed.
In the “Activity Feed” section, a list of actions that the contact performs or events that occur to him is displayed in chronological order.
Since a user can have a lot of events, they can be filtered by the following options.
| Channel | Origin | Status | Period | |||
|---|---|---|---|---|---|---|
| All channels | All Origin | All Status | 7 days 14 days 30 days |
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| Transaction | Delivered |
7 days 14 days 30 days |
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Open |
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Click |
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| Complaint | ||||||
| Email-unsubscribed | ||||||
| Soft | ||||||
Hard |
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Reject |
||||||
| Campaign | Delivered |
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Open |
||||||
Click |
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| Complaint | ||||||
| Email-unsubscribed | ||||||
| Soft | ||||||
Hard |
||||||
Reject |
||||||
| Drip Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
| Complaint | ||||||
| Email-unsubscribed | ||||||
| Soft | ||||||
Hard |
||||||
Reject |
||||||
| Trigger | Delivered |
|||||
Open |
||||||
Click |
||||||
| Complaint | ||||||
| Email-unsubscribed | ||||||
| Soft | ||||||
Hard |
||||||
Reject |
||||||
| Workflow | Delivered |
|||||
Open |
||||||
Click |
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| Complaint | ||||||
| Email-unsubscribed | ||||||
| Soft | ||||||
Hard |
||||||
Reject |
||||||
| Subscribed to Email Channel | ||||||
| Unsubscribed from Email Channel | ||||||
| SMS | Transaction | Delivered |
7 days 14 days 30 days |
|||
Fail |
||||||
Reject |
||||||
| Campaign | Delivered |
|||||
Fail |
||||||
Reject |
||||||
| Drip Campaign | Delivered |
|||||
Fail |
||||||
Reject |
||||||
| Trigger | Delivered |
|||||
Fail |
||||||
Reject |
||||||
| Workflow | Delivered |
|||||
Fail |
||||||
Reject |
||||||
| Subscribed to SMS Channel | ||||||
| Unsubscribed from SMS Channel | ||||||
| Telegram | Transaction | Delivered |
7 days 14 days 30 days |
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Open |
||||||
Click |
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Failed |
||||||
| Campaign | Delivered |
|||||
Open |
||||||
Click |
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Failed |
||||||
| Drip Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
Failed |
||||||
| Trigger | Delivered |
|||||
Open |
||||||
Click |
||||||
Failed |
||||||
| Workflow | Delivered |
|||||
Open |
||||||
Click |
||||||
Failed |
||||||
| Subscribed to Telegram Channel | ||||||
| Unsubscribed from Telegram Channel | ||||||
| Desktop WebPush | Transaction | Delivered |
7 days 14 days 30 days |
|||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Drip Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Trigger | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Workflow | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Subscribed to Desktop WebPush Channel | ||||||
| Unsubscribed from Desktop WebPush Channel | ||||||
| Mobile WebPush | Transaction | Delivered |
7 days 14 days 30 days |
|||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Drip Campaign | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Trigger | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Workflow | Delivered |
|||||
Open |
||||||
Click |
||||||
| Expired | ||||||
| Dismissed | ||||||
| Undelivered | ||||||
| Subscribed to Mobile WebPush Channel | ||||||
| Unsubscribed from Mobile WebPush Channel | ||||||
| Contact | Added | 7 days 14 days 30 days |
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| Added to segment | ||||||
| Dropped from segment | ||||||
| Other events | Custom event | 7 days 14 days 30 days |
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| Custom conversion | ||||||
The description of actions you can see here.
| Action | Description |
|---|---|
| Resend | If one or more message recipients tell you that they didn’t receive a message that you sent, or you believe they missed an important message from you, you can use the Resend button. Using the resend tool makes the new message appear the same as the original sent message. |
| Info | You can get detailed information about all conversations, and their statuses, and trace the triggers that launched the automation, segments, and tags. |
Step-by-step instructions:
- Click the “Download” button.
- Go to the “Activity Log” section.
- Press the “Import/Export” tab.
- Download the file with the profile feed of the user.
Variables.
This section displays all variables available for contact. Use them to create personalized or dynamic content.
The description you can see here.
| Type of variable | Description |
|---|---|
| Contact Variables | Variables are used to add personalization so you can include recipient-specific information like customer names, order numbers, account manager details, custom URLs, and more. |
| Contact List Variables | List of standard service variables that you can use when creating email templates and sending campaigns. |
| Account Custom Variables | Variables that will be available globally for all contacts. |
NOTE The functionality allows you to search among the list of variables, as well as edit the value of some of them.Segments.
The Segments tab displays all the segments in which the contact is included at the moment.
Important It is not possible to add or remove a contact from the segment (contacts are added to the segment automatically based on the specified conditions).
You can manage segments in the corresponding section. Learn more here.
Notes.
Here you can add a note about your contact.
- The maximum number of notes is 5.
- Maximum note length 500 characters.
ImportantNote deleting is available without a recovery option.
The saved note consists of:
- Content
- Time and date of creation
- The name of the creator of the note
