Your contacts
Everyone who texts a keyword or scans a QR code becomes a contact. Find, filter, and open them under Contacts.
Everyone who texts your keyword or scans your QR code becomes a contact, identified by their phone number. Their answers are saved on the contact as they reply.
Find a contact
- In the app, click Contacts.
- Type in the search box to find someone by phone, email, first name, or last name.
- Click View on a row to open the contact.
The list shows Phone, Email, First name, Last name, Tags, Text-ins (how many times they've started a flow), and when they were last seen. The most recently active contacts are at the top.
Filter the list
Click Filters and choose any of:
- Keyword: people who texted one or more of your keywords.
- Tag: people with one or more tags.
- Has email: only people who gave an email address.
Export CSV exports the filtered list, so filter first to export just those people.
What's on a contact's page
- Contact: phone, email, first and last name, and every other answer they've given (company, zip, custom data, poll answers), newest for each.
- Activity: First activity, Last activity, and Flows (how many they started and finished).
- Tags: click Edit tags to add or remove them.
- Message history: the whole conversation, with what happened between texts. See the contact timeline.
- Keyword activity: each time they started a flow, with the Trigger (keyword or QR code scan), the Flow, the status, and when it started and finished.
- Captured data: every answer they've given, with the flow it came from and when.
Frequently asked questions
- Can I add a contact by hand or import a list?
- No. Contacts come in when someone texts your keyword or scans your QR code.
- What happens if the same person texts in twice?
- They stay one contact, matched by phone number. Each time is another text-in on their record, and new answers are added to it.