The Contacts section allows you to view, search, and manage individual wallet cards and users. Use this section to monitor card status and target specific users.

👆 Access the Contacts section

Log in to your Wallet account and go to Contacts:

✅ Best practices

• Test notifications on individual cards before sending mass campaigns.
• Keep your target files updated regularly.
• Use clear, descriptive names for your target files.
• Always verify the match count before sending campaigns.

🔍 Search and filter cards

You can search for cards using:

• Customer unique identifier – Enter the customer's ID in the search field.
• Email address – Search by email if this information was provided during card creation.
• Card status – Filter by active, installed, or expired cards.
• Campaign assignment – View cards assigned to a specific campaign.

To view details for an individual card, click on the card from the list. You'll be able to view:

👤 Actions on individual cards

You can perform actions on individual cards directly from the Contacts section.

1. Click on a card to open its details.
2. Click the (...) menu.
3. Select an action:
   • Notify – Send a test notification to this specific card. This is useful for testing before sending mass campaigns.
   • Move – Transfer the card to another campaign. This allows you to change the card template or content. You can include a notification when moving the card.

⬇️ Upload target files for segmentation

Target files allow you to send notifications to a specific list of customers based on external criteria, such as CRM data or purchase behavior.

Step 1: Upload a target file

1. Go to Audience > Target submenu.
2. Click Add a target.
3. Upload a CSV file containing:
   • One column only
   • Customer unique identifiers (one per row)
4. Click Submit.

The system processes the file and displays the number of matching IDs.

Step 2: Use a target file in automation

1. Go to the Automation tab.
2. Create a rule (Notification or Move).
3. Select Target file.
4. Choose a direction:
   • Users contained in file – Target only users in the uploaded file.
   • Users NOT contained in file – Exclude users in the uploaded file.

You will be able to view the targeted user count in the left column.

➡️ To learn more about automations, check our dedicated article Create a Wallet automation.

➕ Additional segmentation options

You can also segment your audience using:

• Filter by campaign – View all users in a specific campaign.
• Filter by metadata – Use custom fields such as loyalty tier or location.
• Export data – Download audience data for external analysis.