Appearance
Contacts and segments
A contact is a person you can reach by email, SMS or both. Email addresses and phone numbers are normalised on the way in, so John@Example.com and john@example.com are the same contact.
Getting contacts in
| Way | Notes |
|---|---|
| CSV import | Imports → New Import: upload a file, check how its columns map to fields, preview the result, then press Start Import. Columns named like the fields (email, first_name, last_name, country, external_id, tags, in any case) are mapped for you; the rest you choose. The result is emailed when it finishes |
| Evidenced import | For contacts who already agreed elsewhere. In the mapping step, tick that the file carries evidence of consent and map the columns that hold it (method, collected at, source and so on); the contact can then skip the confirmation step. An address that has already unsubscribed stays unsubscribed: importing it again, with or without evidence, does not ask it to confirm again |
| Form | Create a form token under Settings → Forms, and a form on your site posts to Shoovoo with it. The contact gets a confirmation message |
| API | POST /v1/contacts, see API and webhooks |
| Store sync | Customers of a connected store become contacts |
Contacts are not added one at a time in the app; they arrive through one of the ways above.
Unless consent is proven, a new contact is pending until they confirm. See Consent and double opt-in.
Editing a contact
Open a contact from Contacts → All Contacts and press Edit details on the Overview tab to change their first name, last name, country and your custom fields. Admins and Editors can edit; Viewers can only read. Leave a field empty to clear it. The change shows on the Activity tab. A contact's source and external id are not editable, and neither are their tags here; use the bulk actions on the contacts list to add or remove tags.
Tags and custom fields
Tags are free labels you apply to contacts. Custom fields hold your own data (a date of birth, a plan name) and are defined under Settings → Custom Fields. A date custom field can start an automation on or around that date.
Segments
A segment is a saved filter. Find them under Contacts → Segments and press Create Segment. Filters combine with AND and OR and can be nested, for example (tag = vip AND country = FR) OR (spent over 500).
The segment builder lets you filter on:
- first name, last name, country, import source, tags, custom fields, and the created and updated dates
- the consent status and consent source, for email and for SMS
Filters on email engagement (delivered, opened, clicked) and on store data (purchased product or category, active cart, wishlist, order count, total spend, first and last order) are understood by the system but are not yet offered in the builder.
Segments recalculate in the background: on creation, when the filter changes, every hour, and when you press Refresh on the segment's page. The count shown can lag a few seconds behind a change.