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Contact-Level Activation

A Person is not a Contact; a Contact is not a Person!

Even in an era where customization is near about everything, most platforms can handle segmentation and activation only at a user level. For instance, if John Doe has two emails: Gmail and Yahoo, and he selects either of his emails for sending the campaign or experience to; the platform will ultimately treat John as a user and send the campaign to both his emails. The Zeta Marketing Platform, however, takes customization to another level. Helping you choose the contact over people, ZMP supports user+contact value as effectively separate records for syndication and sending. Enabling ZMP’s specific contact-level segmentation and activation, John can directly select his preference (Gmail or Yahoo), thus only returning the selected email address and not the user’s address as a whole.

Reach out to Support for getting this feature enabled for your ZMP instance.

Campaigns

In order to choose a specific email address or contact value of the user that the campaign should be sent out to, within the Campaign Settings page, turn on the toggle for Set preferred contact type.

You can set the preferred contact type within the settings, or use a contact level segment, or select contacts across preferences.

Within the Content & Audience tab, you can also include contact-level segments/lists:

While the logo specifies the type of the contacts being included, it is recommended to not mix the types in order to avoid cross-referencing.

You can also set custom contact-level properties for your contacts using the contact_properties object within the existing “contacts” object in your api or jsonl customer files to associate additional data to your contacts. Please reach out to your Zeta Account Team if you need support.

Audience Explorer

Within the Audience Explorer, choose contact-level preferences to build your desired segment/list:

The available contact properties to choose from, are:

Contact Value

The actual contact or individual

Contact Type

The kind of contact such as, email or phone

Status

The current status of the contact such as, active, inactive, or new

New" status means the contact has not been messaged

Contact Preference

The preference(s) for the contact value

Default is "Standard" but others can be configured within settings

Contact Inactivity Reason

Applicable to inactive status contacts and will show the reason for their inactivity such as, bounce or unsubscribed

Last Clicked

Tracks the last or most recent time when the contact was clicked on

This is tracked at at a user level

Last Opened

Tracks the last or most recent time when the contact was opened

This is tracked at at a user level

Last Sent

Tracks the last or most recent time when the contact was sent

This is tracked at at a user level

Last Purchased

Tracks the last or most recent time when the contact purchased

This is tracked at at a user level

Domain

  • Applicable to email contact_type only, and will be the domain of the contact_value

  • This is automatically registered when the contact is updated or imported

Created at

The time when the specific contact was originally created in ZMP

Updated at

The time when the specific contact was last updated in ZMP

Last Inactivity updated at

Applicable for inactive contacts and will be the date of their inactivity being set such as, the date they unsubscribed

Contact Limit

Contact-level limits set up such as, setting a limit for 1 email a day

Uploads

Even for uploading a segment/list, you can activate contact-level uploads by turning on the toggle for Only include uploaded contacts.

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