Profiles
This article describes where to find, how to use, and how to manage a contact profile.
Things to know before starting
- Profiles are available only for contacts in the Default Contact List.
- Certain information, such as the date and method used to add or update a contact, cannot be modified.
- The system allows for changing subscription statuses, viewing segment membership, sending personal messages, and other actions.
Step-by-step instructions
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Audience" section.
Click the "Profiles" button.
Locate specific contact profiles using the search tool with unique identifiers such as userId, email, or phoneNumber.
Profiles management
Step-by-step instructions
Locate specific contact profiles using the search tool with unique identifiers such as userId, email, or phoneNumber.
Access to contact profiles directly from the Contact List or through the search interface.
Review general contact information on the left side of the Profile page.
Utilize contact variables for content personalization, including time zone and language-based adjustments.
Manage channel-specific subscription statuses with visual indicators for blacklisted contacts.
Manual re-subscription for Web Push, Telegram, and Viber channels, provided a prior subscription existed.
Modify subscription statuses through a drop-down menu with a mandatory confirmation step.
Sending individual Email, SMS, Telegram, or Viber messages (for approved templates) directly from the profile.
Restrict messaging capabilities for contacts who have unsubscribed or are present in the blacklist.
Update the profile picture by providing an external link via the "Edit Avatar Link" button.
Track contact interactions and system events in chronological order within the Activity Feed.
Resend previous messages or access detailed event data via the "Info" button in the feed.
Exporting the contact's activity feed as a downloadable file via the Activity Log provides a complete history, while the platform display is limited to the last 30 days.
Searching and editing available contact variables to maintain accurate data for dynamic content.
View all segments a contact currently belongs to based on automated filtering conditions.
Manage up to five internal notes per contact, including content, creator name, and timestamp.
Permanent removal of notes with no recovery option.
