Managing Contacts in Smartpush

To get the most out of your marketing campaigns in Smartpush, it's crucial to manage your contacts effectively. This guide will equip you with the knowledge to manage your contacts in Smartpush, including collecting customer information and synchronizing it with your Contacts section.

In This Article

• Accessing and Managing Your Contacts
• Collecting Contacts' Information
• Rules for Contact Synchronization

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Accessing and Managing Your Contacts

Follow these steps to access and manage your Smartpush contacts:

1. In your Smartpush app, go to Contacts > All.
   
   
   
2. On the All Contacts page, you can perform the following actions:
   • Search for Contacts: Use the search bar to find contacts by name or email address. You can also filter by channel type for initial categorization.
     
   • Segment Contacts: Create segments to group contacts based on specific criteria for targeted marketing. Refer to the "Segments" guide for details.
   • Import/Export Contacts: Bulk import or export contact information using CSV files. Refer to the "Import & Export Contacts" guide for instructions.
   • Delete Contacts: To remove unwanted contacts, search for and select them, then click Remove.
     

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Collecting Contacts' Information

Smartpush uses two primary methods to gather customer information, helping you better understand your customer profiles and enabling more precise segmentation and marketing strategies.

Popups & Forms

Smartpush's Popups & Forms section provides a rich collection of popup form templates. These forms allow you to collect customer information such as names, emails, phone numbers, countries, and birthdays.

When a customer submits a form, Smartpush automatically synchronizes the collected data to your Smartpush Contacts section and your SHOPLINE/Shopify Customers section.

Note: If you only collect non-identifiable information like birthdays, genders, and countries without an email address or phone number, and the customer is not logged in while filling out the form, Smartpush won't sync the data due to the inability to match the customer's unique identifier.

Email and SMS

To expand your potential customer base, Smartpush synchronizes the email addresses and phone numbers of customers who open your emails or SMS messages to your Smartpush Contacts section and your SHOPLINE/Shopify Customers section.

Example: When you set up an abandoned cart recovery automation, Smartpush will send a notification to customers who meet the abandoned cart criteria, regardless of their subscription status. When the customer opens the email or SMS, Smartpush identifies them and syncs their contact information to your Smartpush Contacts section and your SHOPLINE/Shopify Customers section.

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Rules for Contact Synchronization

For customer data collected through popups & forms, email, and SMS, Smartpush will match and synchronize information with existing contacts based on emails and phone numbers. Here are the detailed rules:

• No Email/Phone Number Collected: Customer data will not be synced.
• Only Email Collected: Contacts will be matched by email:
  • If a contact with the same email address exists in the list: Additional information collected (such as name, birthday, etc.) will be added/updated to this contact.
  • If no matching contact is found: A new contact will be created in the list, and all collected information will be synced to this new contact.
• Only Phone Number Collected: Contacts will be matched by phone number:
  • If a contact with the same phone number exists in the list: Additional information collected (such as name, birthday, etc.) will be added/updated to this contact.
  • If no matching contact is found: A new contact will be created in the list, and all collected information will be synced to this new contact.
• Email A and Phone Number B Collected:
  • If no contact exists with email A or phone number B in the list: A new contact will be created, and all collected information will be synced to this new contact.
  • If a matching contact with either email A or phone number B is found:
    • If the other contact information is non-empty and different: A new contact will be created, and all collected information will be synced to this new contact.
    • If the other contact information is empty or the same: The collected information will be added/updated to this contact.

Note: When an email is collected but the contact name is empty, Smartpush will automatically use the email prefix (the part before the @ symbol) as the contact name.