Advanced Options

Quick Filters 

filtering contactsQuick filters are a simple way to filter your customers in the People module. They help you to quickly see how many people you can reach over a certain channel, and how many of them have a certain Tag or Country.

To use quick filters, open the People page and click the filter you want to use. When the filter has been applied, a summary card will show you the number of people who meet your criteria. Refine your search by adding another filter using the same method. 


using quick filters to see contacts

Advanced Filters 

Advanced filters allow you to segment your customers by any criteria. These filters let you choose from any attribute in the system when creating a set of rules. Let’s say you want to filter all the contacts who live either in New York or in Mexico City. You will do this by selecting Advanced filters from the left panel of the PEOPLE page.
 
The advanced-filter panel will open so that you can select an attribute from the list. For this scenario, we will select City and add an operator is. Finally, a value to search for is London
 
The next step would be to add another group of rules by selecting OR+ and repeating the process. When you are done, click APPLY FILTER button to get results. 

applying advanced filters to segment the audience

Custom Attributes

With custom fields, you can assign any information to a person that is not available out-of-the-box in the standard fields. To create as many fields as you need, you have to keep the names unique. 

To create a new custom field in the People module on our web interface, go to Configuration > Custom Attributes > Create Custom Attribute.

Select one of the data types: Text, Decimal Number, Whole Number, True/False, Date. Once the type is selected, it cannot be changed.

INFO

It is also possible to add a new custom field “on the fly” when importing your data into People by selecting “Add new field” from the list on the mapping screen.

You can also create and manage custom attributes via People API by using one of the following methods:

Last Contacted

This system-generated attribute refers to the last time your customer has been contacted within any channel and the information is also visible on the People homepage.
 

last contacted field
 

So, if you, for instance, want to create customer segments based on the fact when they last received communication from you, go to People > Segments and select the date and time. The segments you create could include people who were contacted 2 or 3 times in the past few days or some similar scenario.

audience segment rules
 

When building the two-way communication flows in Moments, the Segment Audience element helps select only people who were contacted at a specific time. For instance, you might want to send a message to people who were contacted more than one day ago.

changes in user profile on cpaas
 

Last Contacted per Channel

The Last Contacted information is also available for different communication channels, which means that you can use the most recent communication via a specific channel as a basis to decide when to send the next message and maybe select a different channel. Available channels are Email, Messenger, Line, SMS, Push, or Telegram

most recent channel communication to customers

  

The Last Contacted data can be filtered on the People page along with the channel that was used to reach the customer.

last contacted person per channel on cpaas

Do Not Contact list 

list of customers who do not want to be contactedAll phone numbers and email addresses that no longer want to be contacted are stored inside the Do Not Contact list. Use this feature to make sure that no communication is sent to people who have opted out of your communication campaigns. Remain compliant with the important personal data regulations such as GDPR, and always be able to track whether a person who wants to stop receiving communication from your company is really on your Do Not Contact list.
 
Go to the Configuration page to import data to this list. The data can also be added automatically from an existing communication flow.

If you manage multiple accounts, you will be able to select a specific account for the blocklisted records. From that moment on, when you try to send messages to a blocklisted record, our platform will reject this message and prevent any unwanted communication from being sent.

Manually Add a Person to Do Not Contact list

  1. Log in to the web interface.

  2. Open the People module and go to the Configuration tab.

  3. Select Do Not Contact list to see unsubscribed users.

  4. ADD NEW contact or IMPORT a list of people who no longer want to receive your communication.

prevent unwanted communication towards customers
 

Automatically Add a Person to the Do Not Contact list 

  1. Go to the Communicate module and create your communication.
  2. Select a Flow element called Add to Do Not Contact list.  Validate and launch your flow. If the customer replies with a certain text or performs a certain activity, this element will get to work - in this case, the customer's number or email will be blocklisted.


do not contact list in communication with customers