Contacts and segments

Contacts live in contact books. A contact book is one list, such as "Newsletter" or "Customers in Lagos". Broadcasts and automations send to a contact book, or to a segment of one.

The Audience page

Open Contacts. The strip at the top counts your contacts. On the left is every contact book, with its number of contacts and the share still subscribed. The open book is on the right.

Migrating from another provider? Open Migrate to Notix in the side menu. See Migrate to Notix.

Create a contact book

1. 1

   Press New

   At the top of the contact book list, press + New.

2. 2

   Name it and add variables

   Give the book a name, such as Newsletter. Under Variables, list the custom fields you want to store on each contact, separated by commas, such as company, plan, registrationCode. You can use these in broadcasts later. See Personalisation.

3. 3

   Create it

   Press Create. The new book opens on the right.

Work in a contact book

A contact book shows its contacts in a table, with search, a filter by status and Export to download them as CSV.

• Add contact adds one or more addresses. Separate them with commas.
• Import CSV adds many contacts from a file or pasted text.
• Segments switches to the book's segments.
• The Double opt-in switch below the table turns confirmation emails on for new contacts. See Double opt-in.
• The More actions menu lets you edit or delete the book. The emoji beside the name changes its icon.

Import contacts from a CSV

1. 1

   Press Import CSV

   Open the contact book and press Import CSV.

   

2. 2

   Add your file or paste rows

   On File Upload, choose a .csv or .txt file or drag it in. On Text Input, paste one contact per line. The format is email,firstName,lastName,subscribed. Every field but the email is optional. Extra columns become properties, matched to the book's variables.

   textCopy

   ada@example.com,Ada,Obi,Yes
   tunde@example.com,Tunde,Bello,No
   amina@example.com
   

3. 3

   Check and upload

   Notix shows a preview of what it read. Press Upload to add them.

From code, import contacts from CSV takes up to 1,000 contacts in one call. Every row is checked before anything is written, and a refused row comes back with its reason.

Contacts from the API

curl -X POST https://app.usenotix.dev/api/v1/contactBooks/cb_123/contacts \
  -H "Authorization: Bearer $NOTIX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "ada@example.com",
    "firstName": "Ada",
    "properties": { "plan": "Pro" }
  }'

import { Notix } from "notix-js";

const notix = new Notix(process.env.NOTIX_API_KEY);

await notix.contacts.create("cb_123", {
  email: "ada@example.com",
  firstName: "Ada",
  properties: { plan: "Pro" },
});

from notix import Notix

client = Notix()  # reads NOTIX_API_KEY

client.contacts.create("cb_123", {
    "email": "ada@example.com",
    "firstName": "Ada",
    "properties": {"plan": "Pro"},
})

use Notix\Notix;

$notix = new Notix(getenv('NOTIX_API_KEY'));

$notix->contacts->create('cb_123', [
    'email' => 'ada@example.com',
    'firstName' => 'Ada',
    'properties' => ['plan' => 'Pro'],
]);

The Contacts reference also covers getting, updating, upserting and deleting contacts, and adding or deleting them in bulk. Contact books have their own reference.

Segments

A segment is a saved filter on one contact book, such as "subscribers on the Pro plan who opened an email in the last 30 days". Segments are live: Notix works out who matches each time you use one.

1. 1

   Open Segments

   In a contact book, press Segments, then New segment.

   

2. 2

   Add conditions

   Give the segment a name. Choose All or Any, then press Add condition. Add group nests a set of conditions with its own All or Any.

3. 3

   Check the preview and save

   Watch the live count and the preview of the first 25 matching contacts. Press Save segment.

On a saved segment, View contacts opens the contact list filtered to it. Export then downloads that list as CSV. A segment marked Needs fixing uses a property the book no longer has.

The Segment rules guide lists every condition, the JSON the API takes, and how broadcasts and automations use segments.