Audience Table
A central hub for managing all your customers, including:
All the contacts added through manual add or bulk uploads.
All the customers who message you first. The table automatically gets updated with details like the customer's name and contact number.
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The audience table shows every detail of the contacts added like:
Name: The column includes the name of the contact as added or captured (when a customer messages first), such as John Smith or Priya Sharma.
Contact Number: This shows the phone number of the contact, such as +91 1234567890 or +1 9876543210.
Email: The column includes email address of the contact, such as john.smith@example.com or priya.sharma@example.in.
WhatsApp opted: The column shows a yes/no depending on whether the contact has opted to receive messages on WhatsApp or not.
Last Active: This shows the date and time when the contact last interacted with Chatman, such as Jan 31, 2024, 12:28 PM or Jan 29, 2024, 02:36 PM.
Gender: Shows he gender of the contact, male or female.
Customer Id: This column shows a unique identifier for the contact, such as 45193c76-d853-4d13-9aee-0e14fdeb0abf or 77fff6a6-ee43-4086-8696-ef6022e4248a.
Profile link: This includes a URL that leads to the contact’s profile page.
These are a lot of options, but you can customize the table as per your preferences to narrow down the contact data for better visibility and understanding.
Table Customization
Click on the icon on the right side of the create contact button.
Simply, select or deselect the options from the drop-down that appears.
Selecting the particular attribute will add it to the table.
De-selecting will eliminate it from the table displaying only what you want to see.
Using Table Customization
Table customization isn't useful directly but back for better visibility, like while creating a segment.
Say you want to create a segment for all your contacts who were active in last 7 days. All the other columns in the table may confuse and result in inappropriate selection.
You can simply tick out all the options and see the table on the basis of name and last active.
Now opt for the filter option last active under user attribute.
Utilize different filter options for seeing contacts based on your preferences or creating segments as per your need.
Next select Less than x days ago and enter the value as 7.
You can set different conditional logic as you want. Say you want to add customers whom you interacted after a particular date. Select 'After' and choose the date, month and year and tap apply.
Select all the customers by ticking out the check box on the left side of the table.
Once selected, head over to More on the top center of the table.
From the drop-down, select Create Segment.
If you want to divide the selected customers in multiple segments tap Create Batch.
A pop-up 'create new segment' appears; enter the segment name and tap Create.
A new segment with selected contacts will be added to the segment tab.
Segments created through audience tab are always static segment.
More
The More option is accessible only when you select one or more contacts from the Audience table.
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It has three options:
Export Users
The option allows you to export contacts with the added details to the email account. Follow two simple steps to export contacts from audience tab.
Select the contacts you want to export and tap More.
Now tap Export Users. All the selected users with their added details will be sent to the email address concerned.
enter the email change
Create Segment
The option allows you to create segments with the contacts selected. Below are the steps to create segment via audience tab.
Select the contacts you want to create a segment with and tap More.
Now tap Create Segment.
A popup Create Segment appears; enter the segment name and tap 'Create.'
The segment with selected contact will be created and you see under the segment tab.
Segments created through audience tab are always static segment.
Create Batch
The option allows you to create multiple segments batchwise with the contacts selected.
Below are the steps to create batch.
Select the contacts you want to create batch with and tap More.
Now tap Create Batch.
A popup Create Batch appears. Under the Batch logic create logic to create batches. It is of two types:
Percentage: Choosing percentage allows you to create batches based on a percentage of the total audience size.
For example, if you have 1000 contacts in your audience and you choose 10% as the percentage, then you will create 10 batches of 100 contacts each.
Number: This option allows you to create batches based on a fixed number of contacts per batch.
For example, if you have 1000 contacts in your audience and you choose 50 as the number, then you will create 20 batches of 50 contacts each.
Segment with the selected contact will be created and you can see it under the segment tab.
Enter the segment name. Select whether you want to add a suffix or prefix to add to your segment name.
Suffix: Adds a word or phrase of a maximum of 25 chars after the segment name.
Say you want to remember that you created a segment in January; you can add a suffix as January to the segment name. E.g., if your segment name is Customer, then the final name will be Customer_Journey.
Prefix: Adds a word or phrase of a maximum of 25 chars before the segment name.
Say you want to remember that you created a segment in January; you can add a prefix as January to the segment name. E.g., if your segment name is Customer, then the final name will be Journey_Customer.
Enter the suffix or prefix and tap create to make the batch.
The multiple segments (batch) created will now be visible in the segment tab.
Batch (multiple segments) created through audience tab are always a static.
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