The contact profile is the central location to find all the information related to a contact. The profile offers a left menu that offers various options, each corresponding to a section in the application.

By default, the contact profile page is displayed. However, you can get a summary of the contact's actions and events on the summary page, accessed through the Summary menu.

The summary page is divided in three different sections:

  • the header - that display the identification information of the contact, the applicable time zone (More info Working with Different Time Zones) as well a the contact's score (if configured) (More info Configuring the Score System)
  • the information banner - which shows the contact profile fields that were selected to display, and some other essential contact information such as :
    • if the contact has subscribed to communications
    • the last platform used to open a message
    • information on electronic transactions
  • the timeline - which presents a summary of the actions and events performed by the contact over the selected display period (by default the last 3 months)

The other available menu options depend on the enabled modules for your account. Here are a few examples:

  • Profile - Displays information for all the fields in the project, regardless of the set visibility, as well as opt-ins, implied consents and personas.
  • Summary - Displays a chronological timeline of the actions performed and related to the contact. You can changer the period displayed as well as the type of actions to show using the options in the upper right corner.

Some companies might prefer to show some fields only to specific users. In such a case, a display mask can be created by Dialog Insight and applied so that the display of some fields requires specific user permissions.

  • Messages - Displays a list of all messages sent to the contact and indicates the date each message was sent, the date the message was opened and for how long and how many clicks were registered. It is also possible to resend a message from this page.
  • SMS - Displays a list of all SMS messages that were sent to the contact and those that the contact has sent as replies.
  • Email changes - Lists all email changes as well as the valid period for each email address. Note that only email changes performed manually in the application are registered here.

Other menu options can be displayed, depending on the activated modules and functions for the company:

  • Relational data - Displays the custom tables as well as the associated data, for which the contact has information.
  • Contests - Displays the contests the contact has entered, as well as the number of participation for each contest.
    ** Only contests created as projects are taken into account; contests created as part of a workflow process are not shown here.
  • Surveys - Displays the surveys answered by the contact and whether the survey was completed or not.
  • Consents - Displays the consent history of the contact, for implied consents, opt-ins and behavioral tracking.
  • Tracking - Displays data from the Conversion module. This module lets you configure visit and event statistics (via a completed form for example) to better target future communications.

 

PrerequisiteA contact must have been selected from the results of a search, group list or message mailing.
Access PathYou can access a contact's information card from a search, a group or mailing results.

How To

From a list of contacts resulting from a search
  1. > Contacts > Search
    See Searching for Contacts
  2. Once the search is performed, the results display as a list of contacts.
  3. From the list of contacts, select one contact and click on Details or double-click on the name of a contact to open the contact's information card.
    By default, the card shows the Profile information.
From a list of contacts in a group
  1. > Contacts > Groups
    See Creating a Group of Contacts or Viewing a Group of Contacts
  2. Once the group has been created or an existing group selected, the Edit page displays.
  3. The Group count section shows the number of members in the group.
  4. Click on the magnifier  to open the corresponding list of contacts in the group.
  5. From the list of contacts, select one contact and click on Details or double-click on the name of a contact to open the contact's information card.
    By default, the card shows the Profile information.

From the contacts associated to a result chart
  1. > Results > EMail
    See Viewing Message Results

  2. From the Summary page of results, click on a chart to display the related details.
  3. To see the contacts associated to each section of a chart, click on one of the legend item.
    A list of all the contacts corresponding to the selected section will be displayed.
  4. From the list of contacts, select one contact and click on Details or double-click on the name of a contact to open the contact's information card.
    By default, the card shows the Profile information.
Actions available from the contact information card

Various functions can be performed directly from the contact's information card.

It is important to note that the Delete, Activate, Deactivate, Send and Export buttons are related to actions affecting the contact, and are not related to a specific menu.