The Contacts List

Tidio's contact list allows you to browse and export contacts created on chat, filter them, and customize the list based on various properties. This feature is available on all plans, including the free, Basic one.

In this article, you'll learn:

How to customize your contacts list
How to select and export contacts
What properties are available
How to send contacts to Shopify

To learn more about leads collection, see our article on how to generate leads online for every business.

You'll find all your contacts listed inside the Customers section, which is available on the left side of your Tidio panel. Once you access the Customers section, you will see the All contacts segment:

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The All contacts segment lists all of your existing Tidio contacts - any visitor who leaves their email address will be added to the list, which allows you to check their available details and apply other properties as well. You are also able to access a contact's chat history through this list (by clicking on a given contact).

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Customize the list and add filters

You can select all the properties you wish to see on the list in the Customize field tab. In the example below, the Created at property is set to appear on the list. You can select as many properties as you need.

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Filters allow you to narrow down the results so you can contact just the right customers. Let's say you want to browse only the contacts whose email address contains "hotmail.com."

To do that, click the Add filter button, then select the email Country Property. Select the contains option and type in hotmail.com:

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Once you apply the filter, you will see a list of only those contacts that match the filter:

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Of course, you can add more filters to the current settings to further reduce the results.

Notice that there may be other segments listed in addition to the All contacts segment, e.g. the Subscribers segment. These are additional lists that let you browse specific kinds of contacts, according to certain filters - like a contact having any kind of email and being subscribed:

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You can create your own custom segments, which allows you to easily browse only specific kinds of contacts. You can learn more about efficiently using segments in this article.

Export contacts

Select the contacts you wish to export, then select the Export button. You will see a window notifying you that the list is being generated.

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Once you see this information, you're ready to download the file. Click the link to download it.

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Here it is - a CSV file with all your exported contacts and their properties! You can upload it to a CRM, e.g., Agile CRM, or create a Mailing list, e.g., in Mailchimp.

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You can also upload the CSV file to an Excel file or a Google Sheet to further edit them.

Contact Properties

ID - The ID of the conversation. It links directly to a conversation when you paste the ID to this URL format - https://www.tidio.com/panel/conversations/3ac9514test1conversation9522c, or when you click the envelope icon.
Name - The name of the visitor from the Pre-Chat Survey or a lead generation flow. It may be filled in with the email address if you only ask for a visitor's email.
Email - The email address collected from a lead generation flow or the Pre-Chat Survey.
Last seen - This property shows the last timestamp a visitor was active.
Created at - The time of the creation of this visitor, usually the first time they visit your website.
Conversation rating - The rating a visitor left after the chat.
Browser language - The language set in the visitor's browser. It affects the language your widget is displayed in.
City - The city the visitor is coming from, based on the IP address. It May not be accurate depending on ISP.
Country - The country of the visitor, based on the IP address. It May not be accurate depending on ISP.
Phone - The phone number is coming from the Pre-Chat Survey or a lead generation flow.
Tags - Tags assigned manually to a visitor in the conversation or automatically using the 'Add a Tag' action in flows.
Browser - The browser from which the visitor is writing to you.
Browser version - The version of the browser.
OS - The OS from which the visitor is writing to you, e.g., Windows.

Sending contacts to Shopify

Data such as phone number, first name, last name, email & marketing consent are automatically transferred to the Shopify contact list if they were collected through the Pre-Chat Survey or the flow and are saved as contact properties.

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Please make sure your Tidio account is integrated with Shopify. You can reintegrate your Shopify account with Tidio by using the special action design for Shopify users inside the flow editor.

You can also disable the option of sending the data to Shopify by heading over to the contacts section in Tidio and making sure the toggle next to "Send Contacts to Shopify" in the bottom left part of the panel is turned off.