Overview

The Contact Panel is the drawer the slides out from the right side of the screen when viewing an individual contact record on either the Contacts tool or the Conversations tool. To open the Contact panel, select an individual row from the table of contacts.

Viewing Contact Information

Contact records are defined by both standard fields and your institution's custom fields. The Contact panel provides several sections of information regarding the individual contact:

• header
  • full name
  • phone number
  • email address
  • indicators, if applicable
    • TEST USER: indicates that the contact has the Test User flag set to true (See Adding Test Users.)
    • OPTED-OUT: indicates that the contact has opted out of receiving messages
    • PAUSED: indicates that the contact has temporarily paused communication with the bot
• Labels: a list of contact labels applied to this contact (See Label Manager for details.)
• Notes: a list of editable notes, created within the Mainstay platform
• Mainstay Account Settings: all default fields, including:
  • Channel (Web-chat, SMS, or Facebook Messenger)
  • Date Added
  • CRM ID
  • Language preference
  • Test User status
• About this Contact: all custom fields (See Contact Fields Manager for information on creating and editing these fields.)
• Campaigns: a list of campaigns that this contact has received

Editing Contact Information

Nearly all of the information on the contact panel is editable. Click the pencil icon in the top-right corner to switch to the edit view.

• header: edit the contact's First name, Last name, Phone, and Email.
  • Note that phone must be a 10-digit number.
  • 
• Status: view the contact's Temporarily Paused and Opted Out status
  • Note that these fields are edited by the contact. (See Opt Out Commands to learn more.)
  • 
• Labels: add or remove labels on this contact by searching for existing labels
  • Note that you can also create new labels here. (See Label Manager for details.)
  • 
• default fields: edit the contact's language preference (See Multi-Language), CRM ID, and other standard fields
  • 
• custom fields: edit any custom fields created in the Contact Fields manager (See Contact Fields Manager)
  • Click Show # empty fields to view fields with no value set for this contact.
  • Click the (-) button to clear the value of a field.
  • Note that these fields have type validation; that is, a warning will appear when trying to save an invalid value (such as letters in a number field).
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