April 27, 2021

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 Wooxy.

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.

  • Contact Variables
    Icon caret
    VariableDescription
    First NameContact’s first name.
    Last NameContact’s last name.
    IDThe userId from the customer’s platform to synchronize with Wooxy and manipulate contact data. They are used as aliases for the Email address.
    EmailContact’s email address.
    Phone numberContact’s phone number.IMPORTANT: should be valid E.164 phone number.
    BirthdayContact’s birthday in ENUM_DATE (YYYY-MM-DD) format.
    GenderContact’s gender in ISO/IEC 5218 format.
    0Not known
    1Male
    2Female
    9Not applicable
    LanguageContact’s locale in ISO 639-1 format.
    SourceA 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.
    TimezoneContact’s timezone in ISO 8601 format.
    Last updateDate when a contact last time was updated by API or import file.
    contactScoreA numerical evaluation of the contact based on different points.
    Subscription detailsDate 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.

IMPORTANT: You can manually subscribe your contact to the Web Push, Telegram, and Viber channels only if that contact has been subscribed to that channel earlier.

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.
  • Press here to learn more about Profile actions
    Icon caret
    ActionDescription
    ActivateThis option enables the contact in the Сontact List. Contact can receive communication from subscribed channels.
    DeactivateThis option disables contact. No communications will be sent to this contact.
    Add to Email Black ListTo add an email address to the account Email Black List and stop sending Emails.
    Remove from the Email Black ListTo remove an email address from the account Email Black List and restart sending Emails.
    Add to Phone Black ListTo add a phone number to the account Phone Black List and stop sending SMS.
    Remove from the Phone Black ListTo remove a phone number from the account Phone Black List and restart sending SMS.
    Add to Viber Black ListTo add a contact to the account Viber Black List and stop sending Viber messages.
    Remove from the Viber Black ListTo remove a contact from the account Viber Black List and restart sending Viber messages.
    DeleteThis 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, Telegram, or Viber (Only approved Viber Templates can be sent to the contacts).

  • 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.

  • Press here to learn more about contact events and filtering options
    Icon caret
    ChannelOriginStatusPeriod
    All channelsAll OriginAll Status7 days
    14 days
    30 days
    EmailTransactionDelivered7 days
    14 days
    30 days
    Open
    Click
    Complaint
    Email-unsubscribed
    Soft
    Hard
    Reject
    CampaignDelivered
    Open
    Click
    Complaint
    Email-unsubscribed
    Soft
    Hard
    Reject
    A/B testDelivered
    Open
    Click
    Complaint
    Email-unsubscribed
    Soft
    Hard
    Reject
    WorkflowDelivered
    Open
    Click
    Complaint
    Email-unsubscribed
    Soft
    Hard
    Reject
    Subscribed to Email Channel
    Unsubscribed from Email Channel
    SMSTransactionDelivered7 days
    14 days
    30 days
    Reject
    Fail
    Click
    CampaignDelivered
    Reject
    Fail
    Click
    A/B testDelivered
    Reject
    Fail
    Click
    WorkflowDelivered
    Reject
    Fail
    Click
    Subscribed to SMS Channel
    Unsubscribed from SMS Channel
    Desktop WebPushTransactionDelivered7 days
    14 days
    30 days
    Open
    Click
    Expired
    Dismissed
    Undelivered
    CampaignDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    A/B testDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    WorkflowDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    Subscribed to Desktop WebPush Channel
    Unsubscribed from Desktop WebPush Channel
    Mobile WebPushTransactionDelivered7 days
    14 days
    30 days
    Open
    Click
    Expired
    Dismissed
    Undelivered
    CampaignDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    A/B testDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    WorkflowDelivered
    Open
    Click
    Expired
    Dismissed
    Undelivered
    Subscribed to Mobile WebPush Channel
    Unsubscribed from Mobile WebPush Channel
    TelegramTransactionDelivered7 days
    14 days
    30 days
    Open
    Click
    Failed
    CampaignDelivered
    Open
    Click
    Failed
    A/B testDelivered
    Open
    Click
    Failed
    WorkflowDelivered
    Open
    Click
    Failed
    Subscribed to Telegram Channel
    Unsubscribed from Telegram Channel
    ViberTransactionDelivered7 days
    14 days
    30 days
    Open
    Click
    Fail
    Reject
    Expired
    CampaignDelivered
    Open
    Click
    Fail
    Reject
    Expired
    A/B testDelivered
    Open
    Click
    Fail
    Reject
    Expired
    WorkflowDelivered
    Open
    Click
    Fail
    Reject
    Expired
    Subscribed to Viber Channel
    Unsubscribed from Viber Channel
    ContactAdded7 days
    14 days
    30 days
    Added to segment
    Dropped from segment
    Activated
    Deactivated
    Other eventsCustom event7 days
    14 days
    30 days
    Custom conversion

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.

  • Press here to learn more about the Action Buttons description
    Icon caret
    ActionDescription
    ResendIf 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.
    InfoYou 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.

  • Click here to learn more the variables description
    Icon caret
    Type of variableDescription
    Contact VariablesVariables 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 VariablesList of standard service variables that you can use when creating email templates and sending campaigns.
    Account Custom VariablesVariables 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