A population in Pristo CX is the list of contacts of a program, with their attributes and activities, that distributions send questionnaires to. Each program has one population, and you open it from the Population tab at the top of the app.
Who can see the population
Section titled “Who can see the population”The Population tab appears on every plan except Free. On the Free plan the tab is hidden and the population pages cannot be opened. See Plans and limits.
Every member of the program can open the population: account admins, program admins and program users. Only account admins and program admins see the Actions menu, which adds and imports contacts, imports activities and defines attributes. Program users can browse contacts and the imports history but cannot change anything. See roles and permissions.
Contacts
Section titled “Contacts”A contact is a person who can receive questionnaires by SMS or email. The Contacts tab lists them with their ID, Name, Phone, Email, Preferred language and whether they unsubscribed. The search box finds contacts by the start of their name, or by their exact last name, email, phone or identifier.
- The identifier (ID) is unique in the population. Imports and the API use it to recognize the same person, so a row or an event with an existing identifier refers to that contact instead of adding a duplicate.
- A contact needs an Israeli mobile number (+972 5…) to receive SMS and an email address to receive email. Other phone numbers are stored but get no SMS; see import contacts.
- A contact who selects the unsubscribe link in a message is marked Unsubscribed and receives no more questionnaires. See Unsubscribing from SMS and email.
- Each contact has its own page with its details, its Additional attributes, the Sends it received and its Events. An admin can switch a contact to Inactive, and inactive contacts receive no questionnaires.
You add contacts in three ways: one at a time with Add contact, from a file with Import contacts, or through the API, where each event you send creates or updates its contact.
Contact attributes
Section titled “Contact attributes”Contact attributes are extra fields on every contact, such as city or customer tier. An admin defines them in Actions > Contact attributes. It helps to define them before the first import, so the import can fill them.
| Field | What it is |
|---|---|
| Unique Identifier | The key used in imports and the API. English letters and underscores only, and it cannot start or end with an underscore |
| Attribute Name | The name people see in the app, for example Age |
| Attribute Type | Text, Number, Date, Time, Date & Time or Boolean |
A population can have up to 5 text attributes and up to 2 attributes of each other type. Distributions use contact attributes to choose a segment of contacts, and messages can insert them as variables. An attribute can be deleted only while the population has no contacts. See Contact attributes.
Activities and event types
Section titled “Activities and event types”An activity is an event recorded for a contact, such as a purchase or a closed support call. In the app, activities appear as Events on the contact’s page.
An admin defines event types and their attributes in Actions > Events attributes, which has two tabs:
- Event types: the kinds of activity you report, for example Purchase made. Each has an identifier and a name.
- Attributes: details that come with an activity, for example branch and transaction amount. They take the same types and limits as contact attributes.
Activities reach Pristo CX from a file with Import activities, as described in Import activities, or from your own systems through the API’s send an event endpoint. An event-based distribution sends a questionnaire when an activity of a chosen event type arrives, and can filter on event attributes.
Imports history
Section titled “Imports history”The Imports tab lists every contacts and activities import in the population, with its file name, status and counts of rows, imported and updated contacts, errors and warnings. Expand a row to see each error and warning by row number. An activities import can stay in progress for a few minutes after the file is accepted. The list refreshes itself while an import is still running.