Contact card – version 1.0

Contact cards contain details of particular contacts in the database. Go to CRM → CONTACTS and click ‘Details’ next to a contact or use the browser (you can search contacts by email or by name).

Remember, that for every email address in the system you can create only one contact card.
You cannot create a contact card without an email address.

PROFILE SCREEN

[1] After clicking Contact details you will see supplementary data added to the system together with the email address.

[2] Generate URL – you can manually generate an URL for a particular contact. The URL you have generated can be enabled only by the contact from a specific contact card and only in the contact’s browser because from this moment contact tracking begins. Using this function you can check whether the tracking code works correctly. For more information click here>>

[3] Delete – you can delete a contact from the system here. The contact will not be deleted permanently so it can be restored at any time. For more information click here >>

[4] Edit – you can edit detailed data concerning the contact.

[5] Consent  you can unsubscribe your contacts from newsletters and forms.

  • Email opt out – you can opt out the contact from receiving emails sent from the system.
  • Opt out phone – you can opt out the contact from receiving text messages sent from the system.
  • Web Push agreement form opt-out – you can opt out the contact from agreement form he or she confirmed in order to receive Web Push notifications sent from the system.

[6] Action  – you can perform the following actions:

  • Stop monitoring  choose this option to stop tracking the contact, contact’s behavior will not be saved in the system and you will not collect the data about the contact.
  • Forget me  choose this option to delete the contact from the system irreversibly. The contact can subscribe once again after filling in the form.
  • Export data  – choose this option to gather all data collected about the contact you have in the system.

[7] List of recent actions for a particular contact.

It displays up to 30 elements maximally. The data on the list come from the last seven days. If there is less than 30 elements, then older data is displayed on the list (up to 180 days), so that always the sum of the elements amounts to 30. Below you can find the list of elements:

  • visits,
  • smevents (Web Beacons),
  • text messages (SMS),
  • emails,
  • external events,
  • tags,
  • funnel stages,
  • notes,
  • rules

[8] Using this menu you can manually introduce tags, notes, tasks, modify/add owners and activate automation rules.

  • For more information about TAGS click here >>
  • Activation of AUTOMATION RULES  from here means that if there are any events set for a given rule – they will be ignored (thus, the contact does not need to fulfil the conditions set for the events under the rule). If no conditions have been defined, the action will run automatically. If on the other hand, there are conditions defined for the rule, the system will check whether the contact fulfils these conditions. If not, the rule will not be activated, if yes – the actionwill be enabled.
  • For more information about WORKFLOW click here>>
  • For more information about NOTES click here>>
  • For more information about TASKS click here >>

[9] Information on the contact’s current score.

[10] You can view increase/score changes in a specified time period. To access this function hover over the contact details.

[11] List of current sales funnels for the contact. Here, you are able to move your contact to a different stage of the funnel within one sales campaign and set the value of the contact for the campaign. This value will be assigned only to this particular contact, regardless of the value set at the level of the sales funnel.


DESCRIPTION OF PARTICULAR CATEGORIES FROM THE MENU :

[A] DETAILS

[1] Additional contact details, that can be added through database import (the ‘Map columns’ option), using automation rules or while signing up via system or API-integrated forms.

[2] The preview of the details from the dictionary. You can delete or edit it.

[3] You can manually add new details. To do this, choose a name for the detail and define its value. The maximum number of characters to be entered in each field is 255.

[4] You can manually add new details from the dictionary. To do this, you need to select a name for the detail from the dropdown list and define its value.

[5] Contact repository, where you can add a file.

NEW FEATURE: Recently a new type of details has been added. It allows relaying dates of important events such as contact’s child’s date of birth, a date when a contact bought a subscription, etc.


[B] VISITS

[1] View all of the contact’s visit to monitored websites with detailed information (duration of the visit, date, time, source, keywords, specific URL and scoring points added for the contact’s activity).
[2] You can also export this data to a file (to download, go to Communication → Repository).

In Visits you can also access statistics on most used devices, operating systems, and browsers used by the contact to access the monitored site.

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[C] MESSAGES

  • This screen displays a list of emails sent to the contact with information on how the messages have been opened and clicked.
  • Below, you will also find information on incoming (proxy) messages and all texts sent.

[D] ANALYTICS

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In this tab, you can check the times [1] and days of the week [2] when the contact is most active. When sending a message you can set it to be sent to the contact at the most opportune moment, according to this analytics.
Check also: Action: Send email in automation rules >>


[E] SALES

Here, you can view all funnels the contact is in. The screen provides details of when the contact was added to a particular stage and how many points the contact scored while at that stage. The percentage value defines scoring point accruals for a particular stage.


[F] COMPANY
Using this screen, you can define details (‘Edit’) related to the contact’s position in the company this particular contact has been assigned to. Below, you can view other staff members that have been added to the database and assigned to the same company.


[G] OTHER

[1] API data – Contact ID.

[2] Interactions on social media portals – information on the contact’s social media interaction, provided that Facebook plug-ins have been integrated with SALESmanago

 

[3] Contact’s Opt-in/Opt-out history

  • a change in the opt-in/opt-out status from a UI source signifies a change in the system,
  • ONE MESSAGE – when unsubscribing, the contact selected the one-message-a-week option. The order of the message plays a key role – a message that is planned as a first from Monday to Sunday will be sent to the contact.
  • FROM_INIT – the contact’s status has been modified following relevant information being sent via API,
  • MESSAGE – the contact’s status has been modified by clicking on an unsubscribe link directly in an email message,
  • MANAGE – the contact’s status has been modified in Manage Contacts,
  • FEEDBACK COMPL – the contact has marked the message as spam.

 

[4] Consents list

  • Consent name – the name of the consent that was sent to the contact in the form.
  • Withhold consent – you can hold back the consent manually, so the consent changes the status from confirmed (green dot) to withheld (red dot).
  • Consent status – a green dot means that the consent was confirmed, an orange dot means that the consent was not confirmed, a red dot means the withheld consent.
  • Date of consent – the date when the contact confirmed.
  • Text – the text of the consent.

 

[5] Coupons – list of generated coupons.

[6] Downloaded files – files downloaded from the Download Center.

[7] Submitted forms – list of submitted forms. Hover over the details to view all data submitted by the contact when filling out the forms.


[H] EVENTS


[1] External events – if an external event – e.g. purchase – has been integrated, you can view additional data that have been sent to the system.
[2] Contact events – actions in SALESmanago System, including creating/deleting the contact, assigning an owner or co-owner etc.


[I] AI RECOMMENDATIONS

Types of recommendations:

  • Collaborative filtering – the type of recommendation which generates offers on the basis of the behavior of other users,
  • Most frequently bought after visit other – these are the products which are bought after viewing another offer,
  • Most frequently viewed together – these are the products which are viewed together,
  • Most frequently bought together – these are the products which are bought together,
  • Mixed statistics with weight

[J] MOBILE

[1] Choose application – choose the application from the dropdown list. After you select the application, the data will display.

[2] Mobile profile – it is a collection of information about a user, among them you can find information about the contact email, the name of the system and its version.

[3] Dynamic segments – the mechanism of dynamic system resembles the mechanism of the tag system. However, dynamic segments are checked each time before executing actions towards a user (e.g. before sending an email or notification). The data about a particular information is updated, for example, the language of the user.

[4] Timeline – it is a list of action towards the user.

[5] Statistics – it is a collection of information about the time when the application was used and how much time user spent using it.

[6] Time spent in modules – the chart presents exact data about the time user spent in particular space in the application.

[7]  Travel line – it presents a list of places where the user has been. Information is gathered by means of GPS.