Contacts 📒
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      3. Contacts 📒

      How to view your Contacts

      View all your customer contacts in one central location in the Blueprint dashboard. Filter by opt-in status and date, whether customers are active or churned, the amount of orders they've made, lifetime spend and whether they are on a subscription. This can be particularly useful if searching for a specific subset of customers (such as highest value, or those opting in on a certain date) and sending them a direct message. By clicking on a contact, the message window will open allowing 1:1 conversation.

      Search

      You can search by customer name or number using the search bar. Clicking on a row will automatically open up the 1:1 conversation with them.

      Ability to search by Opt-in and Customer Statuses

      You can quickly toggle the 'opt-in' statuses and customer statuses using the drop down filters.

       

      Opt-in Status
      • No preference: Gave number at Shopify checkout but no consent given for marketing messaging. Transactional permissions only
      • Opted-in: Full marketing consent given
      • Opted-out: Opted out from messaging

      Customer Status

      • Active: Has recently made a purchased and is still considered an "Active" customer.
      • Churned: Hasn't made a recent purchase, no longer considered an active customer.
      • No customer record: Customer number not linked to Shopify data
      • Not purchased yet: Custom has yet to make their first purchase

      Ranking 

      To rank the results in descending/ascending order, click on the heading title accordingly. 

      Notes

      • The Contacts page shows all numbers collected from Shopify not just the number collected through Blueprint.
      • You will be able to view customers who gave their mobile number at checkout but didn't opt-in to receive marketing messages - these are marked "no preference".
      • Selecting a contact who has no previous message history will open up a new message dialogue with that customer enabling you to message them for first time.

      Fields

        • Phone number
        • Customer name (if linked to Shopify profile)
        • Marketing Opt-in status
        • Opt-in date
        • Opt-out date
        • Customer Status
        • Total Orders
        • Lifetime Revenue
        • Commerce Subscription Status (taken from Shopify)