Contacts

Learn how to collect and store rich customer data within the Komo Platform!

Contents:

• What is it? 
• How do I use it?
• FAQ

What is it? 

Use our Contacts feature to store the rich zero and first-party data you collect using the Komo Platform! Contacts will allow you to view and gain knowledge from various contact properties like achievements (Badges), contact type, the creation date of the contact, as well as your own unique properties collected via data capture. These are the rich insights that will allow you to personalize your content and truly connect with your customers.

Komo is fully integrated, allowing you to seamlessly share your customer data captured via Komo with your external CRM, or you can choose to manage all of your data directly within the Komo ecosystem. 

Contacts also support our Badges and Profiles features, allowing you to assign achievements to users based on their activity within your Hub and enabling users to identify themselves with an avatar while they engage with the games across your Hub. Learn more about setting up Badges and Profiles here. 

 

How do I use it?

Required steps:

• Step 1: Navigate to Contacts [Company Level]
• Step 2: Navigate to Contacts [Hub Level]
• Step 3: Familiarise yourself with the Contacts feature

Optional Steps:

• Step 4: Manually create Contacts 
• Step 5: Import a list of Contacts
• Step 6: Create a Contact list 
• Step 7: Setting up your own Contact Properties
• Step 8: Add Contact Properties to the Data Capture Form 

Step 1: Navigate to Contacts [Company Level]

• (1) Navigate to your portal dashboard. Here, you will click on the Contacts tab.

 

Step 2: Navigate to Contacts [Hub Level]

• (1) Click on the Data Capture tab.
• (2) Select Go to Contacts will redirect you to the contacts page and display all data for this specific Hub.

 Step 3: Familiarise yourself with the Contacts Feature

 

The Contacts table you see will look much like the above image. Below are the definitions of the different Contact Properties and Elements that will help you navigate Contacts more effectively! 

• (1) Using the search bar will allow you to search for specific contacts. 
• (2) The filter icon allows you to show contacts filtered by their contact type.

• (3) The columns button will allow you to mark certain properties you wish for the contacts table to show to improve the visibility of the information.

• (4) The export button will allow you to export your contacts as a .CSV file. This can be used to upload contacts to your external CRM! 

• (5) This element shows the filters you have applied to your Contact table. 
• (6) These fields show the first-party data collected from your Contacts.

• (7) This column shows the contact type. Contact type definitions are as follows: 
  
  • Anonymous: Any user who has visited your Hub but has no identifying information. 
  • Identified: Any user who has visited your Hub and has provided some identifying information via a data capture form.
  • Authenticated: Any user who has created an account within your Hub, and has provided all the necessary data to do so.
• (8) This column shows when the contact was created on the portal.

Step 4: Manually create Contacts [Optional]

• (1) To begin creating your own contact, select the Create Contact button. 

Step 5: Import a list of Contacts [Optional]

• (1) Click on the arrow next to Create Contact.
• (2) Click Import from CSV.

 

 

Step 6: Create a Contact List [Optional]

• From your Contacts Tab, navigate to the Lists tab. 
• Select Create List, give your list a name, and click Create.
• View the list by clicking on the row.

 

 

Step 7: Setting up your own Contact Properties [Optional]

A Contact Property is a persistent value that lives on the Contact. An example is their email, their name, their date of birth, or even anything custom—say their favorite flavor of Coke. 

• Navigate to your Company Dashboard, and click on your admin user button on the top right-hand corner of your screen.
• Click on Account Settings, then Contact Properties and Create Property.

 

 

Step 8: Add your Contact Properties to the Data Capture Form

• Open the editing modal of any Card with Data Capture capabilities. 
• (1) Navigate to the Data capture tab and then (2) Form.
• (3) Click on the + icon to add additional fields.

 

 

FAQ

What is the difference between viewing contacts from a Hub and viewing them at a company level? 

The only difference here will be the Contacts you see. When you view your Contacts from a Hub, the Contacts table will automatically filter to show you the Contacts captured via that particular Hub. 

Whereas, when you view your Contacts from a company level, the table will automatically display all Contacts captured across ALL Hubs under your company. From here, you can still use the filters to narrow down to certain Hubs and Contact Properties.