Audience & Segmentation

Understand customer profiles, lists, segments, and how to choose the right audience.

Learn what a customer profile contains, how Hellotext keeps it updated, and how profiles support campaigns, playbooks, segmentation, and Inbox.

Choose between fixed lists and dynamic segments when organizing customer profiles.

Create fixed groups and manage customer profile membership across Hellotext.

Build dynamic audiences from profile characteristics and customer activity.

Understand how profile subscription state and channel reachability work together before you send.

Import customer profiles from an integration or file, map their data, and review the result before using it.

Extend customer profiles with business-specific properties and events, then use that data in segments, personalization, playbooks, and reports.

Insert customer and contextual data into messages, add safe fallback values, and test personalization before sending.

Review failed email and phone destinations, export the affected details, and remove specific contact values from customer profiles.

Export customer profile data for BI, CRM, and retargeting workflows, or download attributed revenue details for analysis.

Handle customer requests to access, correct, stop using, export, or delete personal data stored through Hellotext.

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