Adding and using fields
Fields in TalkBox are how contact data is managed and stored. As standard your TalkBox account will have the following...
Managing Contacts
Edit contacts, upload lists, segment with filters and tags
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Visit Fields Explained
In your TalkBox account, you will find what we call the ‘Visit fields.’ Impact Data package clients have access to... -
Formula Fields
Formula fields are a special type of field where the value is calculated rather than being entered directly. Formula fields... -
Unique contacts
A unique contact is a single record within TalkBox and is identified by either an email, mobile number or in... -
Mirror Mode Explained
Mirror mode is a mode of TalkBox in which contacts are configured to reflect your member data from an external... -
Mirror Mode – Finding your external ID
This article covers how to determine which field is being imported from your external membership system as the External ID... -
Uploading contacts
How to upload contacts to TalkBox from a spreadsheet (in 5 steps). Navigation: contacts > upload contacts. Step 1: Format... -
Uploading contacts – formatting tips
Navigation: contacts > upload contacts. TalkBox’s upload feature allows you to upload and update contacts in your account by uploading... -
Building a saved filter
Saved filters are useful in TalkBox as a quick way to access contact filtering configurations you repeatedly use. The number... -
Understanding filters
Filtering is used in TalkBox to segment or target a specific group within your contacts. It can be used when... -
Uploading contacts in Mirror Mode
When TalkBox is in mirror mode, the ‘upload contacts’ feature can be used to tag existing contacts and add specific... -
Adding and using contact tags
Tags in TalkBox can be assigned to any contact in your account and are useful when filtering and sending. They... -
How to export a customer list
Download a specific customer list you have created with filters or extract your whole contact list in TalkBox. Log in... -
Understanding contact subscription
Contact subscriptions are managed independently for email and SMS in TalkBox. This means that a contact can unsubscribe from one... -
Unsubscribing a contact
Communications are sent with unsubscribe links which allow recipients to unsubscribe themselves from receiving email and/or SMS communications from your...
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