Details
Our platform includes CRM (Customer Relationship Management) functionality for tracking engagements with your contacts, allowing you to view or add additional data for a contact record and store the details of calls, meetings and more.
Although not a fully-featured CRM, the functions provided are generally sufficient for small business users. Keep in mind that our platform also supports integrations with some third-party CRM systems.
How-to Guide
- Select Contacts from the sidebar.
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Locate the contact you wish to view a record for (note the List you selected) and click . The information screen for the selected contact will appear (as shown below).
You can also use the checkboxes to the left to select multiple contacts. If doing so, be sure to use the Edit option (within the Actions dropdown, at the bottom of the screen). This will allow you to edit multiple contacts at once; you will be able to cycle through them using the arrows at the top of the edit dialog once it opens.
Here's an overview of the various sections available on the Contact edit screen...
- The Details tab (as shown above) lets you view and edit any of the contact data stored on file, view subscription information, engagement data and the selected contact's email preferences.
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The Messages panel shows data about email & SMS messages that have been sent to the contact on this list.
Remember, contacts in our platform are unique. If the same person exists on multiple lists, our system will treat them as completely separate, unrelated contacts. This is why we recommend using a single list (or fewer lists), where possible. - The Consent History panel shows when this contact specifically gave consent to receive messages from you. Consent from the contact is captured when the contact ticks a specific 'Consent' checkbox on a subscription form, or through an API call.
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The Notes panel allows you to capture additional CRM data for the contact.