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Contacts & People

Summary:

The People feature in Growmatik allows you to organize your contacts. You can create segments with either pre-made templates or via Growmatik’s advanced conditional filtering system and use them as conditions for automation rules. Growmatik also allows archiving users and restoring them whenever needed. Customizing contact tables, importing users, archiving and unarchiving contacts, creating custom attributes, assigning tags to contacts and more is possible with the People feature of Growmatik. We’ll go into detail about each of these processes in this article.


Overview

In order to access the People feature, log in to your Growmatik account from https://app.growmatik.ai/login, and from the left sidebar click on people icon.

Growmatik people

The initial view displays the Segments page and all the existing segments of your contacts. If you don’t have any segments then there won’t be any data in the Segments section.

Growmatik people - segments

You can see the different options within the People feature on the left side of the page.

Growmatik people - all features

Create a new segment

You can create segments and use them as the audience for a certain automation rule, including on-site and off-site automations such as showing pop-ups, sending emails and more. 

To create a new segment, follow these steps:

1. Go to Growmatik > People and click on Segments from the left sidebar.

2. Click on the + New Segment button at the top right corner.

Growmatik people - create a new segment

3. You’ll see two options to start creating segments: Start From Scratch and Start From a Template.

Growmatik people - select a starting point

We are going to see how each starting point works.

Create a segment from scratch

After following the steps in the previous section, you can follow these steps to create customized segments based on your unique parameters.

1. Click on the Start From Scratch button.

Growmatik people - create a segment -- start from scratch

2. You’ll be redirected to the All Contacts page of the People feature where you can filter contacts. You will see the filtering system at the top of the page, which allows you to save filtered contact(s) as a new segment.

3. Click on the search box and a drop-down list of the available filters will appear.

4. Select a filter to see different options for applying that filter. For example, if you select the country filter, you’ll see the person’s country is, is not, is either of these, is neither of these, is anywhere and is unknown options.

5. You can combine filters and prepare more complex segments by clicking on the + Add Filter and/or + Add Filter Group, which prepare inner group and outer group filters, respectively.

Note: Changing the And/Or logical operator within each inner group will apply the change to all filters of that inner group.

Note: Changing the And/Or logical operator in any outer group will apply the change to all outer group filters.

6. After applying a minimum of one filter the Save Segment button will appear. Click on the Save Segment button.

7. Give a name to the segment and click on the Save New Segment button.

Your new segment will be created and saved in the Segment section of the People feature. Note that the number of people in each segment is displayed below that segment record.

Create a segment using pre-made templates

After following the steps in Create a new segment section, you can follow these steps to create a segment based on ready-made templates.

1. Click on the Start From a Template button.

Growmatik people - create a segment - start from a template

2. You’ll be redirected to the segment template page of the People feature, where you can see all the available templates on the left side of the page and their respective filters on the right side of the page.

Note: You cannot edit the filters of the templates unless you click on the Use this Template button.

3. Select a template and click Use this Template.

Growmatik people - use premade template

4. You’ll be redirected to the All Contact page where the filters of the template you’ve selected are applied. You can customize the filters as you like in this step.

5. Click on the Save Segment button.

6. Give a name to the segment and click on the Save New Segment button.

Your new segment will be created and saved in the Segment section of the People page.
Note the number of people in each segment is displayed below that segment record.


List of available filters

Here is the list of available filters in Growmatik:

  • Personal Details:
    Email
    First Name
    Last Name
    Full Name
    Username
    Country
    Region
    City
    Address
    Phone Number
    Gender
    Timezone
    Language
    Tag
    EU Consent
    Marketing Email Consent
    Signup Date
    Subscription Method
    Custom Attribute
    Integrated Form
    Popup Form
  • Site Activity:
    Landing Page
    Visited Pages
    UTM Campaign
    UTM Source
    UTM Content
    UTM Term
    UTM Medium
    Top Weekday Activity
    Referral Source
    Average Time Spent per Session
    Exit Page
    Number of Viewed Pages 
    Time Spent on Site
    Visit Date
    Total Visits
    Used Browser
  • Shopping Activity:
    Payment Method
    Currency
    Number of Purchased Items
    Number of Orders
    Purchase Date
    Top Purchased Item 
    Total Spent
    Has Abandoned Cart
    Number of Orders With Coupons
    Purchased Product
    Viewed Product
    Placed Order
    Discount Coupon Used
    Average Spent per Order
    RFM Score
  • General:
    Journey Stage
    Automation
  • Email Activity:
    Email Open Activity
    Email Click Activity
    Email Send Activity
    Email Clicked on
    Email Opened on
    Email Subscription Status
    Number of Clicked Emails 
    Number of Opened Emails
    Number of Email Sent Emails
    Number of Emails With No Clicks
    Number of Unopened Emails

Use a segment in an automation

You can use any of your segments in automation rules from the segment page of the People feature. To do so, follow these steps:

1. From your Growmatik dashboard go to People > Segments and find the segment you want to use in an automation rule and click on the three dots icon of the related record.

2. Select Use in Automation.

Growmatik people - use a segment in automation

3. You’ll be redirected to the rule creation page of the automation feature where the selected segment is the audience of the rule.

Read the automation article to learn more about how to create different rules.


Edit, duplicate and remove a segment

Edit a segment

You can edit the filters of any segment to update it. To do so, follow these steps:

1. From your Growmatik dashboard go to People > Segments, find the segment you want to edit and click on the three dots icon of the related record.

2. Click on the Edit button.

Growmatik people - edit a segment

3. Add, remove or edit the filters.

4. Click on the Update Segment button.

Note: If a segment is used in an automation rule, editing that segment can affect the number of users in that automation.

Duplicate a segment

You can duplicate your segment by following these steps:

1. From your Growmatik dashboard go to People > Segments, find the segment you want to duplicate and click on the three dots icon next to the related record.

2. Select Duplicate.

Growmatik people - duplicate a segment

3. A copy of the selected segment will be created with the “-copy” suffix at the end of its name.

Remove a segment

You can remove any of your segments. To remove a segment, follow these steps:

1. From your Growmatik dashboard go to People > Segments, find the segment you want to remove and click on the three dots icon next to the related record.

2. Click on the Remove button.

3. A modal will pop up to confirm your removal request. Click on the Remove button to confirm it.

Note: Your segment will be archived.

Note: In-Use segments cannot be removed until the associated automation is archived.


Customize contacts table

You can customize columns in the contacts table and define a maximum of 6 columns with different filters and custom attributes.

In order to do that, go to your Growmatik dashboard > People > All Contacts and click on the Select columns button.

You can select/deselect up to 6 options to be shown in the contacts table.


Check user details and activity

You can view user details and activities and edit user details in Growmatik by going to People > All Contacts and clicking on the user’s email address or by clicking on the three dots icon and selecting the View option.

User info will slide in from right side of the page. Please note that you can edit the fields by clicking on the pen icon next to them, and selecting Save Changes once the changes have been made.

Growmatik people

Import and export contacts

You can add new people to Growmatik by importing CSV (comma-separated values) files.

Import new people from CSV file

1. Go to People > All Contacts and click on the Add Contact button at the top right corner of the page.

Growmatik people

2. A modal will open to show different ways to import new users. Click on the Start Importing button.

3. Click on the highlighted area to upload your file or drag and drop your file.

Growmatik people - import users

4. The uploaded file will be listed in the modal.

Note: If you want to update or override the data for existing people (users) that match by email with the uploaded file(s), click on this checkbox.

Growmatik people

5. Click on the Next button.

6. Map the attributes of your CSV file and Growmatik columns and click Next. Please note that your CSV file must contain an email address for each person. Growmatik also allows you to create custom attributes to add fields that are not available by default.

Growmatik people - map attributes

7. The uploaded file(s) are listed in the modal. Clicking on the Next button will import them to Growmatik.

Note: By clicking on the pen icon you can modify the tag label that is applied to the imported users.

8. Click on the Done button.

Growmatik people

If your CSV file is a large one, importing users can take up to a few hours.Growmatik will send you an email with the result when the importing process has been successfully completed.

Export users

Growmatik lets you export user segments as desired.

1. Go to People > All Contacts on the Growmatik dashboard.

2. Apply any filter.

Growmatik people

3. Click on the More Actions button and then the Export button.

Growmatik people

4. Give a name to your file.

Growmatik people

Note: If the Visible Columns button is active, you will export only the visible columns (up to 6 selected columns) in your CSV file.

Growmatik people

Note: If you want to customize the column(s) when exporting, click on the Custom Selection button and click on the “X” next to the column names to remove them.

Growmatik people

5. Click on the Export Users button.

Growmatik people

6. Click on Download to download your file.

Growmatik people

7. Click Done to finish.


Tag users

You can classify your users by assigning them one or multiple tags. In order to assign a tag to the user(s) from your Growmatik dashboard, do the following:

1. Go to People > All Contact, select the users you want to assign a tag to and click on the Tag button. When you hover your mouse over the Tag button it will show you how many users are going to be affected.

Note: If you want to tag users with a selected filter(s), just apply the filter and click on the Tag button. It will tag all the users matching your filters.

2. Click on the search input to see the available tags to select and assign to selected users.

Note: You can also create a new tag by clicking on the Manage Tags button.

3. Select the tag you want and click on the Tag People button.

Add or remove tags

You can add a new tag by going to People > Tags and clicking on the + New Tag on the top right side of the page.

Give a name to your tag and click on the Add button.

Growmatik people

You can see the newly added tag in the Tags page and use it when tagging new people.

Growmatik people

The number of users that each tag is assigned to is also shown in the tag record.

You can remove a tag by clicking on the garbage icon next to the tag’s name.

Click on the remove button.

Note: Removing a tag does not delete the users. It only deletes the tag that has been assigned to them.


Add and remove custom attributes

In Growmatik you can add custom attributes. This helps you create fields that are not available in Growmatik by default.
To do that, go to your Growmatik dashboard > People > Custom Attributes and click on the + New Custom Attribute button on the top right side of the page.

Give a name to your custom attribute and click on the Add button.

Growmatik people

You can delete a custom attribute by clicking on the garbage icon and then clicking on the Remove button.

Growmatik people
Growmatik people

Note: You can edit the name of the custom attribute by clicking on its name.

Growmatik people

Deactivate / Activate users

You can deactivate users to disable Growmatik rules for them. To deactivate users, follow these steps:

1. Go to your Growmatik dashboard > People > All Contacts and click on the three dots icon next to the users’ record.

Note: Active users have a green circle next to their email while inactive users have a light grey circle

Growmatik people

2. Choose the Deactivate option.

Growmatik people

3. Click on the Deactivate button.

Growmatik people
✍️ Note

The green light next to the user’s name will be turned off.

Growmatik people

You can reactive a deactivated user by following these steps:

1. Click on the three dots icon next to the user’s record and choose Activate.

Growmatik people

2. Click on the Activate button and the user will be reactivated.

Growmatik people
✍️ Note

You can also deactivate or activate users using an automation rule. Read Automation – Activate / deactivate users’ action to learn more about it. (+)


Archive / unarchive users

You can archive users from your Growmatik dashboard -> People -> All Contacts by clicking on the three dots icon on the right side of the contact’s record and click on the Archive option.

Click on the Archive button.

The user will then move to the Archived Users page. Please note that no Growmatik rule will apply to archived users.

If you want to unarchive a user, go to the Archived Users page, select the user(s) you want to unarchive and click on the Unarchive button in the top right corner of the page.


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