Contact Extension in D·engage CDMP
The new Contact Extension Feature helps you to add multiple information against a single contact.
Below are the steps on how to use this feature:
Add Contact Extension Type
First, you should know how to add a contact extension type.
Navigate to “Contact Extension Types” under settings.
Click on the "Add " option placed on the top right
- Give "Name" to contact extension type, select the "channel", and enter a value for the "column order"
Now hit the "save" button and contact type will be created
Upload Contact Type
Once you have created a contact type, you need to upload it.
Upload the contact types in the user detail and save them against the contact_key of a user.
Add this information in a CSV file and upload that file.
Now go to Imports under dataspace from the left menu bar and click on the "New Import" button.
Next select "Tables" as import type.
- You'll be able to upload the file here. Choose the CSV file and click on the "Next" button once the file is uploaded.
After upload, you have to choose the target data table.
Select “master_contact_extension” table from the list and click on the Start button, this will start the upload process.
Once the information is saved in the master_contact_extension table. You can verify this by going to master_contact_extension table.
You can also check this on the user detail page and verify the uploaded information.
For this purpose, search the user by contact_key and open that user detail page.
Click on Contact Extension Tab on the user detail page.
All the information in the CSV file will also appear in the user Contact Extension Tab.
Send Campaign to Contact Extension
Now you can send the campaign to all the email addresses or numbers of a user by using the contact extension in email or SMS settings
Open Email/SMS Send settings and then go to Advanced Settings
In Advanced Settings, there are two options
Send to Default
Use Contact Extension
If you select the “Send to Default” option, then the email/SMS will be sent to the default contact.
If you select the “Use Contact Extension” option, then-campaign will be sent to the user’s other addresses. If you select “Use Contact Extension”, there will be further two options:
Send to first available
Send to all
For “Send to first available” option campaign will be sent to only the first available address.
For “Send to all” option campaign will be sent to all available addresses of a single user.
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