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A person profile is the page for one guest. Open it from People by clicking a name, or from Inbox by clicking a message. From the profile you can message them, manage lists, edit details, and (when those features are on) open Schedule, Details, or Call.

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How do I leave a note about this person?

  1. Open the person.
  2. Use Add a team comment from a message menu in Inbox, or team comments on the conversation, to leave notes for your team.
  3. For profile fields and custom properties, click Edit (or Details when properties/directory are enabled) and Save.

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How do I change which list this person is in?

  1. Open the person.
  2. Click Lists.
  3. Use On and Not On.
  4. Search with Search by name if needed.
  5. On On, open the row menu and click Remove from list.
  6. On Not On, open the row menu and click Add to list.

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How do I edit a person?

  1. Open the person.
  2. Click Edit.
  3. Update First name, Last name, or Phone number.
  4. Click Save.
On edit you can also Unsubscribe (confirm Unsubscribe) or, when they were unsubscribed by your team, Resubscribe. Guests who replied STOP must consent again before SMS. If they show Unsubscribed on the profile, click it and confirm Resubscribe? with Yes when that is allowed.

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How do I archive a person?

  1. Open the person.
  2. Click Edit.
  3. Scroll to Archive and click Archive.
  4. Confirm the dialog (Archive and their first name). They will no longer be included in future scheduled broadcasts, displayed in lists, visible in search, or visible in message folders.
  5. Click Archive to confirm, or Cancel.
If an archived person texts the event number, they are un-archived so you can see the message.

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How do I assign this person to a team member?

When guest assignment is enabled:
  1. Open the person.
  2. Click Assigned To.
  3. Choose a team member, Me, or Unassigned.

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How do I call this person?

When outbound calling is enabled for the event, click Call on the profile.