GLOSSARY

The CRM & Outreach Glossary

Every term, in plain English. Updated monthly. Bookmark this page and stop pretending you know what an MTProto flood wait is.

Free forever plan · No credit card required · Cancel anytime

72
Defined terms
and growing
Monthly
Refresh cadence
Reviewed by humans
100%
Plain English
No buzzword salad
Free
For everyone
Permanent reference
Filter the glossary

72 of 72 terms shown.

C
Section
8 terms starting with C

24-Hour Customer Service Window

The 24-hour customer service window is the period, counted from the customer's most recent inbound WhatsApp message, during which a business may reply with free-form content instead of an approved template. Once it closes, the only thing the business may send is a message template.

WhatsAppCompliance

Churn Rate

Churn rate is the share of customers, or of recurring revenue, lost during a period, always calculated against the base that existed at the start of that period rather than the base at the end.

AnalyticsStrategy

Cold Outreach

The practice of starting a conversation with prospects who have no prior relationship with you, typically via DM, email or social.

SalesCompliance

Contact Enrichment

Contact enrichment is the process of attaching additional attributes (job title, company size, location, timezone, social handles, phone) to a contact record you already hold, using sources other than what that contact typed into your form.

CRMData

Conversation-Based Pricing

Conversation-based pricing is the WhatsApp Business Platform billing model in which a 24-hour message thread, categorised as marketing, utility, authentication or service, is the billed unit rather than the individual message. Meta has been shifting this model toward per-message pricing for templates, with rates that vary by the recipient's country.

WhatsAppStrategy

Conversion Funnel

The stage-by-stage journey a prospect takes from first contact to paying customer, used to measure where leads drop off.

MarketingAnalytics

CSAT

CSAT (Customer Satisfaction Score) is the percentage of survey responses that land in the satisfied band, normally the top two points of a five-point scale, measured against one specific interaction rather than the relationship as a whole.

AnalyticsCRM

Cursor Pagination

Cursor pagination walks a result set by passing back an opaque pointer to the last row you received, instead of a numeric offset, so rows inserted or deleted while you are paging cannot shift the window and make you skip or repeat records.

APITechnical
D
Section
7 terms starting with D

Deduplication

Deduplication is the process of finding records that describe the same person or company across a CRM and collapsing them into one, using normalisation, candidate blocking, weighted match scoring and field-level survivorship rules.

CRMData

Deliverability

Deliverability is the share of your sent email that actually reaches the recipient inbox rather than the spam folder or a silent discard, and it is governed mostly by sender reputation and authentication, not by the wording of the message.

EmailTechnical

DKIM

DKIM (DomainKeys Identified Mail, RFC 6376) is an email authentication standard in which the sending server signs chosen headers and the message body with a private key, and the receiving server verifies that signature against a public key published in DNS at selector._domainkey.yourdomain.com.

EmailTechnical

DMARC

DMARC (Domain-based Message Authentication, Reporting and Conformance, RFC 7489) is a DNS policy record published at _dmarc.yourdomain.com that tells receiving servers what to do with mail claiming to be from your domain when neither SPF nor DKIM passes in alignment with the visible From address, and where to send reports about it.

EmailTechnical

Domain Warm-Up

Domain warm-up is the practice of raising the daily volume on a new sending domain or IP address gradually over several weeks, sending first to the most engaged recipients, so that mailbox providers build a positive reputation for it before it ever sends at full volume.

EmailDeliverability

Double Opt-In

Double opt-in is a subscription flow in which a person who submits an email address is only added to the mailing list after clicking a confirmation link sent to that address, which proves the address is real, reachable, and owned by the person who entered it.

ComplianceMarketing

Drip Campaign

A series of pre-written messages delivered automatically on a schedule or in response to triggers, used to nurture leads over time.

AutomationMarketing
I
Section
5 terms starting with I

ICP (Ideal Customer Profile)

An ICP (Ideal Customer Profile) is a weighted, evidence-based description of the account type that buys fastest, stays longest and expands most, used as the fit half of every qualification, routing and targeting decision.

StrategyMarketing

Idempotency Key

An idempotency key is a client-generated unique string sent with a write request so the server can recognise a retry of that exact request and return the original result instead of performing the work a second time.

APITechnical

IMAP IDLE

IMAP IDLE (RFC 2177) is an IMAP extension that lets a client say it is waiting and keep the connection open, so the server can push untagged notifications about new or changed messages the moment they happen instead of the client polling for them.

EmailTechnical

Interactive Message

An interactive message is a WhatsApp message with type "interactive", which renders tappable UI inside the chat instead of plain text: reply buttons, a list menu, a call-to-action URL button, a product card or a Flow. Sent free-form it needs no template approval, but it can only go out while the 24-hour customer service window is open.

WhatsAppTechnical

Invite Link Hash

An invite link hash is the opaque token at the end of a private Telegram invite link, the part after t.me/+ or t.me/joinchat/. It is the only handle a private group or channel exposes to someone who is not a member, and Telegram's API takes it as a plain string in messages.checkChatInvite and messages.importChatInvite.

TelegramTechnical
M
Section
6 terms starting with M

Merge Variable

A merge variable is a named placeholder inside a message template (written as {{firstName}}) that the sending engine replaces with a value from each recipient's contact record at send time, so one template produces a personalised message for every contact.

OutreachTechnical

Message Template

A message template is a pre-registered, Meta-approved message structure that a business must use to start a WhatsApp conversation outside the 24-hour customer service window. It is created on a WABA, categorised as marketing, utility or authentication, referenced by name plus language, and filled in at send time with positional or named parameters.

WhatsAppCompliance

Message-ID

Message-ID is the globally unique identifier RFC 5322 requires on every email, written as an addr-spec inside angle brackets, and it is the key that In-Reply-To and References use to reconstruct a conversation thread across every client and server that touches the message.

EmailTechnical

Messaging Limit

A messaging limit is the cap on how many unique customers a WhatsApp business phone number may start a conversation with in a rolling 24-hour period. Meta assigns it as a tier, raises it automatically when volume and quality justify it, and lowers it when a number stays at a red quality rating.

WhatsAppTechnical

MQL (Marketing Qualified Lead)

An MQL (Marketing Qualified Lead) is a lead that has crossed a documented fit-plus-behaviour threshold, which is the point at which marketing hands it to sales for a qualification conversation.

MarketingLead Gen

MTProto

Telegram's custom application-layer protocol that powers the real Telegram client experience, separate from the simpler Bot API.

TelegramTechnical
S
Section
9 terms starting with S

Sales Pipeline

A visual model of where every open deal sits in your sales process, used to forecast revenue and spot stalled opportunities.

SalesCRM

Session String

A session string is a portable, serialized MTProto authorization: the data centre it belongs to plus the 256-byte auth key that Telegram issued when the account logged in. Anyone holding it is logged into that Telegram account, with no phone number, no SMS code, and no two-factor password required.

TelegramTechnical

Shadowban

A shadowban is the practitioner term for a silent reduction in an account's distribution: posts, replies or messages still appear to send normally, but the platform stops showing them to people who do not already follow or know you, and no notification is issued.

SocialCompliance

Spam Trap

A spam trap, or honeypot address, is an email address that belongs to no real person, planted or recycled by a mailbox provider or blocklist operator so that any message arriving at it is evidence the sender is mailing addresses it never obtained consent for.

EmailDeliverability

SPF

SPF (Sender Policy Framework, RFC 7208) is a DNS TXT record that lists which hosts are allowed to send mail using your domain in the SMTP envelope sender, so a receiving server can check the connecting IP address against that list and return pass, fail, softfail, neutral, permerror or temperror.

EmailTechnical

Spintax

A {a|b|c} template syntax that generates many message variants from a single source, used to keep bulk DMs unique.

OutreachTechnical

SQL (Sales Qualified Lead)

An SQL (Sales Qualified Lead) is a lead a salesperson has personally examined and accepted into the pipeline after confirming, against a written checklist, that there is a real problem, a plausible budget and a reason to talk now.

SalesLead Gen

Supergroup

A supergroup is a Telegram group implemented as a channel object with the megagroup flag set, which is what gives it up to 200,000 members, permanent shared history, granular admin rights, and chat-scoped message IDs. Basic groups, capped at 200 members, are a different object type in a different ID namespace entirely.

TelegramTechnical

Suppression List

A suppression list is the set of recipient addresses a sending system must never contact again, assembled from unsubscribes, spam complaints, hard bounces, manual blocks and legal erasure requests, and checked in the sending worker immediately before every message leaves the queue.

EmailCompliance
Missing a term?

Submit a term and we will write it.

Got an acronym, a Telegram quirk, or a sales metric we have not covered yet? Tell us what it is and we will research, write, and ship the entry, usually within two weeks.

Suggest a term

Updated monthly

Each entry is reviewed by a real human at the start of every month. Outdated stats and broken external links get caught fast.

Source-quoted

Where a definition relies on a vendor doc (Telegram TL schema, RFC 6585, Google’s lead-scoring guide), we link the primary source, not a Medium summary.

Plain English

We strip out marketing fluff and consultant-speak. If a sales rep cannot read the entry on a phone in two minutes, we rewrite it.

Glossary FAQ

Quick answers about how this reference is built and maintained.

It is a plain-English reference for the terms you will hit when building modern CRM, sales-outreach and social-automation workflows. Every entry is short enough to skim and long enough to actually answer the question.
We review the full glossary monthly. New terms are added as the social-sales and AI-agent landscape moves: Telegram quirks, Meta API changes, new compliance rules. Existing entries get refreshed when product names or best practices shift.
Yes. Every term has its own URL at /glossary/<term>. Internal teams, customers, and AI assistants can deep-link to a single entry. Each page also ships with DefinedTerm structured data so search engines can pick it up cleanly.
Both. Each page opens with a one-sentence definition you can copy into a doc, then drills down into examples, common mistakes, related concepts and (where relevant) code or syntax. Skim or read deep. Your call.
Please do. Use the “Submit a term” block below, or email support@pinlyx.com with the term and why it matters. We add the most-requested entries first.
Most CRM glossaries cover Salesforce-shaped terminology. We focus on what teams actually run into in 2026: DM outreach on Telegram and X, AI agents, webhooks, MTProto-specific issues like flood waits, and the spintax syntax most schedulers use for safe bulk messaging.
Ready to ship

Learn the terms. Then ship the workflow.

Pinlyx puts every concept in this glossary into one omnichannel CRM: DMs, email, live chat, AI agents, drip sequences, and a real sales pipeline.

Free forever plan · GDPR-ready · No credit card required

We value your privacy

We use cookies to improve our site, analyze traffic, and personalize ads. You can accept all, reject non-essential, or customize your choices. Read our Cookie Policy.