Contacts

Hussain

The Contacts section in Userorbit allows you to view your user contacts and manage contact properties. Let's walk through how to use the contact management features!<h2>Getting Started</h2>Head over to the Userorbit dashboard and navigate to the Contacts section. You'll see two main tabs: Contacts and Properties.<h2>View Your Contacts</h2><h3>Contacts Tab</h3>In the Contacts tab, you can see all your users in a simple table format:<img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/2492da9c-a2e4-4c0c-a64e-600d7a2291cc/contacts-page.png" width="100%" align="center" caption="" aspectratio="1.986970684039088"><ul><li>Title: The contact's name or identifier</li><li>Last Visit: When the user was last active</li><li>First Visit: When the user first visited</li><li>Add Contact: Use the "Add Contact" button to manually add new contacts</li></ul><h2>Manage Contact Properties</h2><h3>Properties Tab</h3>The Properties tab shows all available contact properties in a structured table:<img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/be2ff698-c600-42e9-8dbc-083d173fd3e4/contact-properties-page.png" width="100%" align="center" caption="" aspectratio="2.0697278911564627"><ul><li>Key: The internal property identifier (e.g., name, email, createdAt)</li><li>Display Name: The human-readable name (e.g., Name, Email, Created Date)</li><li>Type: The data type (string, date, number)</li><li>Required: Whether the property is required (yes/no)</li><li>Description: Additional information about the property</li></ul><h3>Add Custom Properties</h3>Click the "Add Contact Property" button to create new custom properties for tracking additional user information like plan type, role, industry, or other relevant data points.<h2>Wrapping Up</h2>The Contacts section in Userorbit provides a simple way to view your users and manage the properties used for targeting and personalization. Use the Properties tab to customize what data you collect about your users.Need more help? <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="https://userorbit.com/contact">contact our support team</a> or click on the chat bubble below for personalized assistance.Happy organising!

How to manage Contacts on Userorbit?

Contact properties help you organize and structure user information for better targeting and personalization. Let's walk through how to manage contact properties effectively!<h2>Understanding Contact Properties</h2>The Properties tab shows all available contact properties:<ul><li>Default Properties: Built-in properties like name, email, created date, team, role, plan, industry</li><li>Custom Properties: Additional properties you create for your specific needs</li><li>Property Types: String, number, date, and other data types</li><li>Required Fields: Mark properties as required or optional</li></ul><h2>Adding Custom Properties</h2>Use the "Add Contact Property" button to create new properties:<img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/1e9ed89f-f819-4c0b-83c7-d63f1a650319/property-creation-modal.png" width="100%" align="center" caption="" aspectratio="1.0216216216216216"><ol><li>Choose Property Type: Select string, number, date, or boolean based on your data needs</li><li>Set Display Name: Create a clear, descriptive name users will see</li><li>Define Key: Set the internal identifier for the property</li><li>Configure Settings: Mark as required or optional and add descriptions</li></ol><h2>Managing Existing Properties</h2>From the Properties table, you can:<img src="https://s3.us-west-1.amazonaws.com/unheard-assets/uploads/d7959d98-ed2c-4f03-a968-91bd4705cf78/403b0c8b-6e9e-440b-819f-45df513c6c2d/property-edit-modal.png" width="100%" align="center" caption="" aspectratio="1.001930501930502"><ul><li>View Property Details: See key, display name, type, and requirements</li><li>Edit Properties: Modify existing property settings and descriptions</li><li>Organize Data: Use consistent naming and typing for better data quality</li></ul><h2>Best Practices</h2><ol><li>Use consistent naming: Follow a clear naming convention for property keys</li><li>Choose appropriate types: Select the right data type (string, number, date) for each property</li><li>Add descriptions: Include helpful descriptions to clarify property usage</li><li>Keep it relevant: Only create properties that you'll actually use for targeting or analysis</li></ol><h2>Wrapping Up</h2>Managing Contact Properties effectively helps you organize user data for better targeting and personalization. Remember to keep your properties organized and relevant to your business needs.Need more help? <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="https://userorbit.com/contact">contact our support team</a> or click on the chat bubble below for personalized assistance.Happy organizing!

How to manage Contact Properties and Best Practices on Userorbit?

Default Theme

Modern Theme

Dark

Userorbit is a customer communication and engagement platform
that makes product adoption easy.

Userorbit

Mukesh

Manage contacts, properties, import/export, and subscribers