First time using Zixflow? Here is a glossary of terms to get used to Zixflow.
A contact in Zixflow corresponds to an individual or a company and contains all the details about the same.
You can create contacts by manually adding the details about a person or an entity or importing them in bulk from a .csv file. You can see different contacts in separate Collections (People, Company, or Deals) in the sidebar.
A Collection is a dataset that contains all of your contacts. The data you add into the Zixflow platform is saved in relevant Collections and you can use these Collections to build custom Lists for running your operations.
Lists are a much more segmented form of Collections, where you can manage a portion of your overall contacts for easy engagement and nurturing.
In simple terms, attributes are the columns in a spreadsheet.
Attributes are the fields within Collections and Lists to contain information about contacts. Zixflow comes with many attributes where you can add valuable details about your contacts. For example, email address, phone number, company, Job title, and more are the attributes in Zixflow.
A workspace is a top-level account that contains all the Collections, Lists, contacts, and data you add to the Zixflow platform. You can add and switch between multiple workspaces depending on your subscription.
Members or users are the people you add to your workspace and have access to the data stored in Zixflow.
Zixflow is an AI-powered platform. This means that you can use it to automatically add details to your contacts, enhancing the quality of your existing data. For example, Zixflow lets you find the email addresses of your contacts and validate them for increased deliverability.
With Zixflow, you can customize how you want to visualize your contacts, lists, or collections using views. There are two views available in Zixflow: Table and Kanban views.
Here is a brief description of the two:
Table View - With the Table View, you can see our contacts’ information in a standard table form, and each column contains a different attribute to enrich your database.
Kanban View - The Kanban View lets you plan your processes by dividing them into stages (or pipelines) and move the data using a drag-and-drop functionality.
Filters, as the name suggests, allow you to filter your data using various attributes for easy accessibility. There are numerous filters available for you to use, such as name, email, domain, phone number, and many more.