Contact Profile

Every contact in your audience has a profile where you can view all available data about that person.

Before You Start

Here are some things to know before you get started.

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 or updated.

You can change the 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.

View a contact profile.
Locate a specific contact profile with the search tool. You can also access Contact’s Profile from the Contact List.

To view a contact profile, follow these steps.

Navigate to Profile (Menu -> Contacts -> Profile)
Open the contact’s profile using one of the unique identifiers (Email address, phone number, userId or name)
- Type in at least three symbols to find the contact
View or edit contact information from the profile

General Information

The left in a contact profile displays general information about your contact.

You can use these variables to output profile information to an Email campaign. For example, specify the birthday in a greeting letter, taking into account the recipient’s time zone and language.

Also, you can import files and use API to added information to the profile.

Data	Description
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	`IMPORTANT` should be valid `E.164 phone number`
Birthday	Contact’s birth date in `ENUM_DATE` 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
Timezone	Contact’s timezone in `ISO 8601` format
First Name	Contact’s first name
Last Name	Contact’s last name
Source	A customer acquisition source determines how a customer got into the database. A source can be assigned to contact when importing a contact into the default contact list. First, pre-register the source in the Components section.
Last update	Date when contact last time was updated by API or import file
Subscription details	Date the contact was added to the `Default contact list`

How to change the status of a contact.

Step-by-step instructions:

To change the status, open the drop-down menu
Select the required action
We’ll display a label, so you know if your contact is on blacklists

Action	Description
Activate	This option enables contact. 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 account Email Black List and stop sending Emails
Add to Phone Black List	To add a phone number to account Phone Black List and stop 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

Profile picture.
You can add a profile picture using the edit icon.

Channels management
In this part of the profile, you can see which channels the contact is subscribed to or unsubscribed.

Send messages.

In most cases, you will use SmartSender to send emails either in bulk or automatically.
However, sometimes, you may want to contact a single user.
In such cases, there is no point in creating an entire email campaign. Here is a better way:

Step-by-step instructions:

Click “Send message”.
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 on the blacklist, you cannot send a message.

Activity feed

In this tab, you can see how contact reacted to your conversation.
A list of all events performed by the user is displayed in chronological order.

Since a user can have a lot of events, they can be grouped in the appropriate filters.

Channel	Origin	Status
All channels	All Origin	All Status
Email	Transaction	`Delivered`
		`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`
		`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`
		`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`
		`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`
		`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
	Added to segment
	Dropped from segment
Other events	Custom event
Other events	Custom conversion

Action buttons

Action	Description
Resend	If one or more of the 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, their statuses, trace the triggers that launched the automation, segments, and tags.

How to see which segments your contacts are included.
The Segments tab displays all the segments in which the contact participates.

Important It is impossible to add or remove a contact from the segment (contacts are added to the segment automatically based on the specified conditions).

Variables.
The Variables tab displays all the contact variables.

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.

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