Contact Profile

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.
Email	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:

1. Open the drop-down menu.
2. Select the required action.
3. 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”.
IMPORTANT If 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
Email	Transaction	`Delivered`	7 days 14 days 30 days
		`Open`
		`Click`
		Complaint
		Email-unsubscribed
		Soft
		`Hard`
		`Reject`
	Campaign	`Delivered`
		`Open`
		`Click`
		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`
		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
		`Open`
		`Click`
		`Failed`
	Campaign	`Delivered`
		`Open`
		`Click`
		`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
	Added to segment
	Dropped from segment
Other events	Custom event		7 days 14 days 30 days
Other events	Custom conversion		7 days 14 days 30 days

Action buttons.

The functionality allows to resend the message to the contact and learn more about the event that has already taken place, using the info button.

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.

Also, you can download the profile feed of the user.

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.
Important Note 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

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