Help Center

Depending on your permissions, on this page you will be able to deactivate, delete and merge contacts. You may also be able to edit the contact from this tab.

The contact info box contains information such as contact ID, address, email, and phone number, as well as rep ownership information.

If the contact is connected to a company, you will see a company information box as well, which shows some basic information about the contact’s company.

If you utilize contact dynamic attributes, you will be able to see these here as well. The page also shows relevant billing information, including any saved credit cards or ACH accounts for the contact.

The client center information box displays the contact’s client center login information, and allows you to take actions such as changing their client center permissions or resetting their password or login attempts.

If the contact has subscriptions, there will also be a subscriber information box. Similar to the client center information section, the subscriber information shows the contact’s subscriber portal login info and allows you to reset their password or login attempts.

Finally, the contact overview tab displays radio buttons showing whether or not the contact is exportable or is set to export.

The analytics tab for each contact shows their client center data. You can see general overview information including how many times they have logged in and the number of pages they’ve viewed in their client center, or you can get more detailed information by clicking on the various options such as ‘Order Views’ or ‘Artwork Uploads. Most of the analytics options will show a graph at the top of the page for a visual representation of the data, and a table underneath the graph to show more detailed information like when the action was performed.

The activities page displays all of the activities created for a contact, including appointments, calls, emails, and to-do's. You can filter the activities by rep, activity status, activity type, or time period to narrow down your results.

Each activity shows the created date, the date scheduled and date completed. You will also see the activity type and a description. Depending on your permissions and the activity type, you may be able to edit activities, change their statuses, or view attachments or analytics.

This tab will display any assets on the contact level. Assets are similar to our system’s dynamic attributes. They are a way to store additional information on a contact that we do not already capture. Depending on your permissions, you can add and edit assets from this page.

The campaigns tab lists all of the call and contact lists that the contact is on, and includes some information about each. For call lists, you’ll see the name, associated campaign, if the call list is assigned to a user and which user it was created by. You’ll also see if a call date is scheduled with the contact for that list, and how many attempts have already been made to contact them. For the contact lists, you’ll see the list name, the account the list is tied to, the contact’s status on that particular list, and if the list is active.

You can also add the contact to new call or contact lists from this page.

If the contact has bought any items through your ecommerce storefront, their order information will show up on this tab. You can use the arrow icon on each order to open or collapse additional information about the items on the order. Use the ellipses icon on an order to open the cart order details page, or view the order PDF. Depending on your permissions, you may be able to create a new back-office ecommerce order for the contact from this page.

Files for the contact can be stored on this tab. Depending on your permissions, you can add, edit, and delete files.

If using the Mailchimp integration, there will be an additional tab on your contact pages that displays data about each Mailchimp campaign that has been sent to the contact. You can quickly link to the full campaign details by clicking on the campaign name, and view additional analytics by clicking on the chart icon.

If a contact has a twitter account set on their record, it will show up on the social tab. You’ll be able to open their twitter profile from this page, as well as see the most recent activity.

If the contact has any subscriptions, you will also see a subscriptions tab. Each subscription shows information including the publication, status, start and end dates, and cost. Use the ellipses icon to perform actions on the subscription, such as editing the subscription or its dynamic attributes, viewing the subscription and email history, and renewing the subscription.

There is also a table for any subscriptions the contact has gifted, which includes similar information as the main subscriptions table.