Users

Overview

All of the subscribed customers and their information is stored here. There are four ways that you can filter the users:

  • Properties

  • Events

  • Campaigns

  • Segments

Multiple filters can also be used simultaneously, regardless of what type of filter they are. For example, you can narrow down your audience by using two Property filters AND a Segment filter.) Once you’ve selected your filter parameters, you can compose a message directly from the audience you’ve narrowed down to. You can also export these results. Or save as a list or segment. You can apply lists or segments to campaigns later.

Profile

Clicking the user id will open the user's profile. The profile shows a summary of the following:

  • User info

  • Contact values with their status

  • Segments and Lists the user is a member of

  • An exact copy of each message the user has received

  • User journey

Users can be manually unsubscribed using the option next to the relevant contact value.

Contact Preferences

A user may have multiple emails and multiple Phone contacts. Currently, we collect these multiple contacts, but then give our marketers no way of determining how to message any particular contact. Now by using Contact Preferences users have the ability to select which email they want the messaging sent too.

In order to apply these preferences to users, You will need to create “contact preferences” under Messaging within platform Settings:

  • Navigate to Settings → Messaging → Scroll down to “Contacts”

  • The following criteria will be present

Criteria

Description

Contact Type

The name by which you can select the contact preference for a campaign

Email Contact Property

The property you may import or write to that will save with this email contact.

Phone Contact Property

The property you may import or write to that will save with this phone contact

Campaign Setup

When setting up a campaign you will have a single option where the values will be the same as the Contact Type. Make sure the Users are already created.

User Journey

The user journey displays all relevant events the user has performed or that have happened to the user. This is useful for troubleshooting issues related to deliverability among others. This list is searchable using the search bar at the top of the journey. Further information about an event in the journey can be displayed by clicking on the event. All the information we have for a specific event will be revealed.

Properties

Information is stored for users as properties. User properties can be used for filtering, segment/list creation, and populated within the content.

There are two categories of user properties:

  • Implicit

  • Explicit

Explicit Properties are what the client tells us. Examples would be the customer’s name or account id. Implicit Properties are what our system infers about a member. These properties show recent details of the customer including their last open timestamp, preferred browser, and last seen timestamp among others. Properties prefixed by “ns_” are derived from the most recent site activity as well as email opens and clicks.