General information about contacts
We consider a contact to be a user for whom we know at least one identifier:
• Custom Id
• Email
• Phone
• Web Push-Token
• Mobile Push-Token
Since it is with the presence of one of these channels that we can send messages to a person.
Contacts' base size
If your rate depends on the volume of contacts in your account, then on the main screen you can view summary information on the size of your base, as well as details on adding and removing contacts. The table groups the statistics by month, and within each month displays the days and the add or delete processes that were used on those days. Within a day, processes are grouped by the way changes were made.
If, within a day, user 1 made import 1 of 10 contacts and import 2 of 20 contacts, we will group these additions into one row with a total value of “User 1 import of 30 contacts”. By the same logic, we will group all additions from the same popup or ip address. Contact updates are not considered additions, and do not affect billing.
The cost of the account depends on the maximum number of contacts per calendar month. The table will highlight the row with the highest excess for the month, according to which the payment will be calculated.
Updating existing contacts via import or API is not equal to adding contacts and will not be displayed and counted in the statistics table.
Restoring contacts is equal to adding contacts, but, for example, successive deletion and addition of the same contact does not increase the total volume of the database, as it is counted as +1, -1, +1, -1, etc.
You can understand the logic most clearly by example:
Initially we have an empty account. From 1.01 we start working according to the table below.
Data | Action | Maximum base | Current base |
---|---|---|---|
1.01 | Import of 1000 contacts | 1000 | 1000 |
3.01 | Import of 2000 contacts, of which 500 are existing contacts | 2500 | 2500 |
4.01 | Deletion of 800 contacts | 2500 | 1700 |
10.01 | Added 4000 contacts from pop-up window | 5700 | 5700 |
25.01 | Restore 800 contacts deleted 4.01 | 6500 | 6500 |
31.01 | Deleting contacts in the amount of 6400 | 6500 | 100 |
For January, 6500 contacts will be charged even though there are only 100 contacts in the account as of 31.01.
The maximum base on 01 February is equal to the current base - 100 contacts, the process is repeated.
Adding contacts
You can add a contact to the enKod platform in any of the following ways:
- API - methods for adding a single contact or several contacts
- Pop-up - contacts received from the collecting pop-up on the site
- Subscription to Web-Push notifications - permission to send push notifications on the site
- Subscribe to Mobile-Push notifications - permission to send push notifications in the application
- Tracking - adding contacts from web forms on the site, adding when ordering and other tracking methods that are set on the site
- Test sending - in case a contact has not been added to the account before
- Transaction - sending a message via API without previously adding a contact to the service
- Sending to contact list - loading csv file with contacts at the Recipients stage in the Message editor
To add a contact to the platform by import or via API, it is necessary to specify at least one of the identifiers - email or phone number. In this case, the format of the email address record should correspond to the structure, and the format of the phone number record should correspond to the structure. this structure, and the format of the phone number record - to the standard.
If you do not want to exceed your current limit, but are worried that you may accidentally upload too large a file or not control the addition via API, then in the settings activate the restriction on importing contacts.
The list of contacts is available in the enKod menu tab.
Removing contacts
Contact removal is a tool to optimize the size of your contact database, allowing you to stay within your monthly rate limit and avoid charges for exceeding it.
A contact is not irrevocably removed. At any time you can restore it from Data → Contacts → Removed or re- add it to the platform. Removed contacts will be recovered:
- without - mailing group subscriptions and tags,
- with - any other data, including: all communication history, message statistics, data fields, order history, sessions
. A contact can be removed in any of the ways listed below:
- Manually - from the contact card
- Import - by uploading a .csv file
- Segmentation - Actions → Delete contacts
- Scenarion (finishing block) - selecting the “Remove contacts” option
- API - “Remove contacts” method
It is unacceptable to delete and import contacts at the same time. This may result in incorrect display of the total volume of the database, which will affect billing. The system will not allow you to run both processes in parallel.
Contact merging
Contact merging is one of the most important features of any CDP, enabling automatic deduplication. By using merging mechanisms, a single, accurate and complete profile of each customer is created, and messages sent will not be duplicated for the recipient. In enKod, it is acceptable to have a unique email address, phone number and CustomID for only one contact at a time. In case of disputes, strict contact merging rules described below apply to prevent duplication:
Contact list
On the Contacts page you can find users through a quick search by email or phone number.
The list of contacts is sorted by default by update date.
The “Channels” column displays for each contact the fact that it has one or another identifier and the fact that it subscribes to a mailing group for this channel. There are three options for displaying the channel:
- Empty - the contact has never been subscribed to any mailing group for this channel;
- Inactive channel - the contact has been subscribed to a mailing group for this channel, but is currently unsubscribed from all groups of this channel;
- Active channel - the contact is subscribed to at least one mailing group on this channel.
Exporting contacts
You can export contacts from a list or from a segment. When exporting, you can select the contact fields that are required in the export.
Contact card
If you click on a contact in the contact list, the contact card (profile) will open. Here you can see all the data known about the user: name, phone number, registration date, traffic source, interaction channels, activity and others.
We would like to draw your attention to the “Communication Channels” section, in which all available communication channels with a particular contact are highlighted in blue, and the unavailable ones - in gray. In order for a channel to be defined as available, two conditions must be met at the same time:
- the contact has a channel identifier (e.g., email address, phone number, etc.)
- a corresponding mailing module is connected in your account (e.g. email, sms, WA, etc.).
The Email channel can have additional display versions:
- orange - if a contact has an email, but it is in the local blacklist (for example, it was added by you manually at the request of a client), it is not allowed to send emails to it. The channel will become active again if the email is removed from the local blacklist
- red - if a contact has an email, but it is in the global blacklist (the contact gets there automatically after hard bounces; usually it means that such email addresses do not exist), it is forbidden to send email messages to it.
If necessary, you can edit the values of data fields, email, phone number, first name and last name. You will be notified about all actions by events in the contact card, where it is indicated how and who made the changes.
In addition, if user activity tracking is enabled, the contact card will display the events that the user has performed on the site: page views, interaction with products, orders, and more. Read more about tracking in this section of the knowledge base.
In the contact card you can also view all mailing groups attached to the contact, unattach unwanted ones or add new ones.
When you manually attach a mailing group with a DOI to a contact, a confirmation email will be sent to that contact.