How to create advanced filter?
Advanced filters are made to make your life easier. They can be used to filter contacts and build targeting list for your campaigns. Here's how to get started with advanced filters.
Advanced filters are only available on the Essentials and Plus plans.
Within your contact management tab inside Crisp, you have the ability to build advanced filters to display a special list of users.
What is an advanced filter?
An advanced filter is a feature that allows anyone in the Essentials orSome readersHow can I automatically set user company?
If you are using Crisp on a website where users are authenticated, you may want to set their company attributes, so that you can store where this user works.
This method uses the Crisp JavaScript API, that you can call from your own code. Given that you know the authenticated user's company attributes from your code (eg. company name, website, location, etc.), you'll be able to set it for the Crisp chatbox.
Note that in order for the company to be saved in your Contacts database, tFew readersHow can I automatically set user segments?
If you are using Crisp on a website where users are authenticated, you may want to set their segment.
This method uses the Crisp JavaScript API, that you can call from your own code. Thanks to segment, you'll be able to group users based on their interactions with your website or your software.
It will be then super useful when targeting them later on to send them marketing campaign.
****Here's how you would proceed to set the visitoFew readersHow can I push user events?
If you are using Crisp on a website where users are authenticated, you may want to push events to retarget them later on different channels. Using Crisp, you can push events in two different ways: through the JS SDK and through the chatbot
This method uses the Crisp JavaScript API, that you can call from your own code or you can use the chatbot to trigger an event.
You can push an event from your backend too using our API, here is [an article that explains everything about it](/en/aFew readersHow to create a tracking plan for your customers lifecycle?
The purpose of a tracking plan is to define the key stages of your lifecycle, and make sure that tracking is consistent in all your customers' lifecycle
The key part of a tracking plan is not to measure everything but rather being able to follow the key steps to help you better understand where your funnel needs improvements.
1. Map out your customers' lifecycle
What are the key stages of the lifecycle?
Where do people become aware of your business?
What qualifies theFew readersHow to monitor user ratings thanks to Crisp?
Enhancing your customer experience is something we really thrive on at Crisp. To help you, we've designed a feature that will help your business to know how your customers have felt while dealing with your support.
An hour later after the conversation has ended, an email is sent to the user asking how they felt while dealing with your customers' support. Please note that the rating is automatically sent via email regardless of the chat status.
Thanks to Crisp, you can improve your cFew readersWhat is custom data and why is it powerful?
Whether you're an e-commerce, a SaaS, a retailer or a real estate, you store key data about your activity and your customers. This data, called custom data, can be brought from your existing database to Crisp. Here is why it is important and how you should use this feature to build the best customer experience.
What is custom data?
So custom data is the data that you can bring from your existing backend, e-commerce or any database that stores your key data. It's important for you toFew readersHow to take advantage of customer feedback?
Using customer feedback to improve customer experience is something we really thrive on at Crisp. From now you can export new user feedback through a webhook, here's how you should do.
This feature is only available from the Essentials plan
Customers feedback are centralized inside your analytics
Until now, feedback were centralized inside the Analytics tabs. It allowed you to monitor each feedback , given per users. You could then return back to tFew readersHow to import my user data?
If you want to use existing data from your own database or import data from a previous provider to Crisp, Crisp offers import options for your contacts: CSV files, APIs, Javascript SDK, native integrations and tools such as Zapier, n8n or Make.
How to import data to Crisp using CSV?
1. Retrieve your data
As Crisp uses CSV to import your data, you need to gather your data in a CSV file.
No matter how the data is formatted. Crisp will allow you to map the data to the Crisp formaFew readersHow can I display email, phone number and other channels?
Crisp allows you to set alternative channels for users to reach you: email, phone, WhatsApp, Instagram, Telegram or Messenger can be displayed. This article describes how you can configure those contact details.
Some of these alternative contact details will be visible in emails Crisp sends to your users when you reply to a message they sent, as "Call Us" and "Email Us". On another note, all of the channels you set will be visible from your Crisp Widget.
Here is the complete list of chFew readersWhat is a segment and how can it help your team?
Segments are essential tools when using Crisp, they can help in a lot of ways. To better understand what they are and how to use this feature, this article is set to give you everything you need.
This guide goes into explaining what is a segment and how it works. Segments are vital if you want to make the most out of Crisp. That's why it is an essential read if you're getting started with our platform.
Coming from Intercom? Segments are known as tags.
What is a segment?
A sFew readersHow to export user data?
Crisp offer CSV export for your contacts. These information are available inside Crisp CRM that is available from the Essentials plan.
Crisp is using CSV to as data import option.
1. Retrieve your data
Connect to app.crisp.chat
Go to the Contacts tab
On the upper right corner, click on Action > Export contact profiles.
Your contacts will be then exported. This could take few minutes depending on how many contacts you haFew readersHow can I automatically set custom data?
If you are using Crisp on a website where users are authenticated, you may want to set their data.
Keys should always be lowercase. Special chars are not allowed except underscores and dashes.
Update one key/value
Using JS SDK
This method uses the Crisp JavaScript SDK, that you can call from your own front-end code.
// Feed this call with your own custom data.$crisp.push(["set", "session:data", ["order_id", "3535353214"]]);
Of course, you need to replace **Few readersHow can I automatically set user nickname?
If you are using Crisp on a website where users are authenticated, you may want to set their nickname so that they don't have to specify it when they start a chat with you.
This method uses the Crisp JavaScript API, that you can call from your own code. Given that you know the authenticated user's nickname from your code, you'll be able to set it for the Crisp chatbox.
Crisp lets you easily handle your lead and contact management inside one tool.
****HereFew readers
