Contacts

Where does contact data come from?

Contact data either comes from interactions that your customers have with you via the Bird platform, or from importing contacts, either manually or via Connectors.

This allows you to integrate data from external sources into your contact profiles, giving you a more complete picture of your customers' interactions and behaviors.

How are contacts used?

Contacts in Campaigns

Create segments and lists, which can be used to target specific sets of customers with Campaigns. Send Campaigns that are personalized with customer data.

Contacts in Journeys

Trigger journeys on contacts when they meet the trigger criteria. Add entry/exit conditions as well as condition branches based on contact properties or events.

Contacts in Content Editing

Contact attributes and events can be used to personalize content by using variables or advanced personalization with liquid coding.

Contacts in Flows

Use this information in Flows to create custom logic based on specific customer details and personalize messages.

Contacts in Inbox

Surface customer information in Inbox to provide your agents with context about the person they're talking to.

This means that your agents can easily pull up a customer's contact profile, which includes a wealth of information about that customer, such as their contact details, previous interactions with your company, and any other relevant information.

The contacts directory is a centralized location within MessageBird where all of your contact information is stored. This directory allows you to easily access and manage all of your customer data in one place.

Contacts List

Overview

By default, the list view displays columns for the contact's display name, first name, last name, created date, and updated date.

You can easily change the columns that are displayed by clicking on the "columns" symbol located in the top right corner of the directory. This allows you to choose which attributes to display, making it easier to access the information that is most important to you and your team.

Contact filtering

You can apply simple filters like list or company. However, the most useful way of filtering contacts would be using Advanced filters which will allow you to add the same filters as used for segmentation.

Contacts can be filtered using attributes or identitifers. These attributes can come from connector integrations, CSV uploads, or be defined manually.

By filtering contacts based on these attributes, you can quickly find the information you need to personalize your interactions with customers or to create targeted campaigns.

For example, you could use the "attribute = is unknown" filter to identify customers who haven't provided certain information, allowing you to follow up and fill in any missing details. You could also use the "attribute = equals" filter to find customers who meet specific criteria, such as customers who have made a purchase in the last month.

These filtered contacts can then be saved as an Audience.

Bulk Actions

You can select one or more contacts and apply bulk actions on them. The bulk actions will appear at the bottom of the list.

Note that for Add to list bulk action, you can only select 800 contacts at a time. If you want to do more, you should use Contacts csv import option under Manage data > Import from CSV and select the list(s) to add to under Apply categories step of import.