Contacts: Contact Card

How do I open a Contact Card?

There are three ways in, depending on where you already are:

• From the Contacts overview — click a contact name.
• From a segment detail view — click a contact in the segment's list.
• From the Inbox — use the Contact button while you are in a chat.

What is in the Basic information section?

The first section holds the identity of the contact and two status badges:

• First name, Last name, WhatsApp name, Phone number, Email, Location
• Last activity and Created on
• Opt-in level and RFM as coloured badges, so you can judge the contact's status at a glance
• Custom property — a button that adds your own extra field to the contact

The opt-in level decides what you may send; how subscribing and unsubscribing works walks through the levels. If you want to turn RFM groups into campaigns rather than just read them, see our guide to RFM segmentation for Shopify stores.

Where do I see the customer's Shopify data?

The Shopify information section is static — it reflects what your shop knows and is not edited in Keaz. It shows:

• Shopify profile — an Open profile link that takes you straight to the customer record in Shopify.
• Last placed order — the date of the most recent order.
• Order count — how many orders this contact has placed in total.
• Revenue — total revenue from this contact.

If this section is empty, check the Shopify integration — shop data only appears for contacts Keaz can match to a Shopify customer.

How do labels and segment membership appear?

The Labels section lists every label currently assigned to the contact, and Add label attaches another one by hand. Labels are the manual counterpart to automatic grouping — how labels work explains where else they take effect.

Directly below, the Segments section shows every segment the contact currently belongs to. You can see the contact's audience membership without going back to the segment list and searching for them.

Can I leave internal notes on a contact?

Yes. The Comments section is a free-text field for your team. Until someone writes something it reads "No comments have been added for this contact yet"; the Comment button adds an entry. Comments are internal and are never sent to the contact.

What does the Activity feed show?

The Activity section is a chronological feed of everything this contact has done in Keaz, each entry stamped with date and time. Typical entries are Placed order, Flow, Contact joined Segment, Opened conversation and Newsletter.

Read top to bottom, the feed gives you the contact's full history with your shop in real time. That is usually the fastest way to answer "why did this person get that message?" before you reply. For the same information inside a chat, see the contact details panel in the Inbox.

How do I delete a contact?

Delete contact sits at the bottom of the Contact Card. It removes the contact from Keaz permanently, together with everything on this card. If you only want to stop messaging someone, changing their opt-in status is the safer route.