Person Fields
What are Person Fields?
Person fields in Encharge are the attributes or properties of each person in your account. For example, their email address, company, or City. There are two types of person fields: Default fields – Each Encharge accounts comes with a set of pre-defined person fields. You can duplicate default fields, but you can't delete them. Custom fields – any other fields in your account, either manually added by you or automaticallyFew readersCreate and Manage Custom Fields
Create a new custom field To create a new custom field, click on your Settings and select "Custom Fields" or go to this URL. Then, click on the blue circle at the bottom left and select "Add Custom Field": You wFew readersLast Activity
The "Last Activity" field in Encharge is a powerful way to know when was the last time when a person engaged with your company. Based on "Last Activity" you can create segments to reach out to people and keep your brand on top of mind. Below is a list of some of the events that will change the "Last Activity" date. Email events Email open Email click Email reply (if email reply tracking is turned on) Person unsubscribed from emails Email reported as spam :( TypeformFew readersId, userId, and Encharge Anonymous ID
There are a lot of IDs in Encharge, so this might seem overwhelming at first. Fear not! We'll explain each one below. Id Every person in Encharge has an Id. It's impossible for a person to exist in your account without an Id. t's an unique automatically generated user identifier. Both anonymous and identified people have it, and it's essentially used to identify people in Encharge, even when they are anonymous. It looks like this 6558a3b5-ca52-499e-be2c-a61703a10a4d and you'd be able toFew readersNon Editable Default Fields
In Encharge there are a number of default people fields that can not be edited. You can't edit, map, or change these fields in the platform. Note that, however, you can still update these fields through the API. These fields are automatically populated/updated by the platform (like Id) or the website tracking if installed (like Referrer, Landing page, Device Type, etc.) The following fields are non-editable: Id Date created Updated At Last activity Encharge Anonymous ID Segment.coFew readers
People Overview
Import People
To import people into your Encharge account, follow the steps below. 1. Click on the Add button and then Import Spreadsheet 2. Upload a CSV or Excel file with the people you'd like to import. Make sure there is a header row with a descriptive name for each column. (https://storage.crisp.chat/users/helpdesk/website/4b3ed106f1bb4800/6fc310b0-2d22-439b-8c80-199535aq88ty.FeaturedWhat are People in Encharge?
Everything in Encharge revolves around people. People are the core of the platform, without them, you won't be able to automate tasks or send messages. We use the "person" definition for any people in your Encharge account. This could be: A blog subscriber – someone who has subscribed to your blog or downloaded a lead magnet. A sales lead – someone brought in Encharge through your CRM or scheduling software. A product user – someone who has signed up for your SaaS or mobile app. A payFew readersNavigating the People's Page
Click here for a full-size image In the left sidebar, the "All People" tab is selected by default. From there you can navigate the Segments in your account or organize them into folders. You can also search for people by clicking on the magnifying glasFew readersHow People Can be Added to Encharge?
There are various ways that people can be added/created in Encharge. Hare are some of the most common ones. Importing people You can manually import people with a CSV or an Excel file. Learn how to import people. Manually adding a person You can also manually add a single person to Encharge from the People's page. Click on the blue plus sign at the bottom left and then "Add PeFew readersImport and Map Tags from Another Tool
If you'd like to import tags from another email provider like Mailchimp or ActiveCampaign, you can do so by mapping the tags column in the CSV/Excel file to the Tags field in Encharge. Follow the steps below. 1. Ensure that the file contains the tags Ensure that your CSV or Excel file contains a column with the tags. If a person has more than one tag, the tags have to comma separate like in the example below. For instance "intercom-lead, tag from import 1, tag-from-import-2" will tag a persFew readersImport Unsubscribed People
This article explains how to import unsubscribed contacts from another tool to Encharge. What are unsubscribed people? It's important to understand which people in Encharge are considered unsubscribed. A person is unsubscribed if the value of the field name "Unsubscribed" is set to "true" (lower case). To learn more about unsubscribed people read this article. 1. Add the unsubscribed value to your import file The first step isFew readersExport People
Encharge allows you to export all of the people in your account or a specific segment of people. Export all people Go to your People page. Make sure that the "All people" is selected and click on the Export All button, then click Confirm. Once you hover on the Export button you will see the total number of people that will be included in the export file. (https://storage.crisp.chat/users/helpdesk/website/55771a04ae464c00/9aeaa7d7-06fc-4d3e-864f-f4ddfFew readersArchive People
In Encharge you can archive people to keep your account clean from unwanted contacts and reduce the total number of people in your account. Archived people don't count toward your account limit. What happens with Archived people? Archived people will go to the Archived tab on the People's page. Archived people can't enter flows or receive emails. Archived people will be ejected from any Flows that they are currently in. They will leave the Flow on the last step they were at, at theFew readersRestoring Archived People
All Archived people will go to the Archived tab on your people's page. To restore one or more people select the checkbox next to the person's picture and click Restore. Note that: Restored people will count toward your total contact limit. Any data associated witFew readersTags
Tags allow you to identify people based on your own custom preferences. For instance, you can tag all people that have created a task in your product with has-created-task. Encharge has a robust tagging system that allows to stay organized with tags and execute complex marketing automation flows. You can view the tags for each person on their profile page underneath their name and email: (https://storage.crisp.chat/users/helpdesk/website/c51bccb4853a4800/c30ca6a6-8bde-47bd-8ecb-0bec1989Few readersAnonymous People and Identified People
In this article: Why are we keeping records of anonymous people? How is an anonymous person displayed in Encharge? How do anonymous people enter my account? Id, userId, and Encharge Anonymous ID Cookies and tracking people How an anonymous person becomes identified? Anonymous people are all people (//help.encharge.iFew readersBulk People Operations: Tag, Archive, Export
Bulk people operations allow you to Tag, Archive, or Export all of your people, a segment of people, or just the people that you select. Go to your People page and select the segment you'd like to Tag, Archive, or Export. Note that by default the bulk operations will work on all of the people in the segment. If the "All People" tab is select thFew readersUnsubscribed People
Unsubscribed people are people who have opted out from receiving emails from you. Unsubscribed people do not count toward the total number of people on your billing plan. There are 4 common unsubscribe reasons: Person clicked on an Unsubscribe link in one of your emails. Person reported one of your emails as spam. Person's email address is invalid. We validate this when we send an email to a person. Email bounced. Along with thFew readersWould Imported People Get in My Flows?
This depends on a couple of things: The trigger(s) of the Flows. The time of the import – do you import people before or after the Flow is activated. The most common triggers that would get Imported people into a Flow are the Entered Segment Trigger Step and the Tag Added Trigger Step. Make sure to check your flows for these steps before importing any people. If you want your imported people to enter a Flow In that case, you have two options. You want to activate the Flow beforeFew readersPeople Page Loads Slow
The most common reason for slow speed on the People's page is having too many columns in the people's table. This often happens when you connect an external app and its custom fields are displayed as columns in the table. To increase the speed of the page, click on the three-columns icon to the far right and hide some of the active columns. The mFew readers
Segments
What are Segments?
Segments in Encharge are groups of people that share common criteria. For instance, "All people from the US that have visited the Pricing page". People enter and leave segments dynamically based on changes in their attributes or the actions they perform. For instance, if a person submits a form and indicates they live in the United States, and also visits the Pricing page. That person will be automatically added to the segment. WhFew readersCreate a Segment
Go to your People's page. Click on the blue plus button in the bottom left of the page and select "Add Segment": You will be asked to enter the name of the Segment and choose its color. Colors help you distinguish the different SegmFew readersSegment Conditions
In this article: Conditions overview Field Event Email activity Page visit Flow goal Tag Segment Group Association Remove a condition Segments in Encharge are defined by their Conditions. Think of Conditions as the set of common criteria that defines a certain group of people in your account. frame (https://www.youtube.com/embeFew readersHow to Use Segments?
Segments are a critical part of marketing automation in Encharge. They are used in Flows and in Broadcasts. Using Segments in Flows Trigger a Flow when people enter or leave a Segment You can use the Entered Segment and Left Segment triggers in the Flow builder to start a flow when a person enters or leaves a specific Segment. In the scenario below, we're going to send an email when a person enters the "Engaged People" Segment. (httFew readersOrganize Your Segments With Folders
If you want to keep yourself more organized, you can manage your Segments with folders. By default, the "All People" tab is selected. Underneath you can see the list of all of the default pre-defined segments that come with your account. What are folders? Similar to other types of units in Encharge (like Emails, Broadcasts, and Flows) Segments can be organized into folders.Few readersHow to Create a Segment With Identified Users?
If you have installed the JavaScript Site Tracking on your website you're probably seeing anonymous people in your account. The "All People" tab on the People's page displays all people including anonymous ones. You might be wondering how to see a Segment of the identified people only (i.e., the ones with emails). Read this article for an easy solution. (https://storage.crisp.chat/users/helpdesk/website/d3c1aad156a47000/Few readersHow to Add People to an Email List in Encharge?
If you're coming from an email marketing tool like Mailchimp or Aweber, you're probably familiar with the concept of lists — a static list of subscribers you have in your system. You can add or delete people from a list manually. In Encharge there are no lists. Instead, people are grouped by Segments. Segments in Encharge are groups of people that share the same attributes or activities. For example, people who live in the United States. PeopFew readersCreate a segment of people who reported your emails as spam
Spam reports can give you an idea of how effective your emails are, and together with this, creating a segment of the people will make it more advantageous. In this article, we will talk about the steps on how you can create a segment of your contacts who reported your emails as spam, but before we jump into it, keep in mind these good-to-know facts regarding spam reports in Encharge. Unsubscribed people and Spam reports are two different things. Unsubscribed is when a user clicks on unsubscrFew readers
Single Person Profile
Single Person Profiles
Each person in Encharge has their profile. To access a person's profile click on their entry on the People's page. The person's profile has two main sections: The left sidebar includes the data of the person: their image (taken from Gravatar), tags, and person fields (both default and custom fields). The right section inFew readersAdd a Single Person to Encharge
To add a single person to Encharge go to your People's page. Click on the blue plus sign at the bottom left, and select "Add person" You will be taken to the person's fields. Add their data fields and click Save, the person will be added to your account. Note that if you leave the Email field empty, the person will be created as an anonymous pFew readersDelete Person
You can remove a person by going to their user profile and clicking the Delete button in the top left. This action will remove all data associated with that person including any attributes and activity across your emails, website, forms, as well as any metrics generated by this person. Deleting a person is irreversible and deleted contacts can not be restored. However, they can still re-enter your account through import or other mediums. (https://storage.crisp.chat/users/helpdesk/websiFew readers