The Contact Preview allows you to preview and perform quick actions without having to enter into the full Contact Profile page.
With this feature you can filter your list, view your contacts, and perform your most common actions without resetting your filtered list.
Access the Contact Preview
To access the Contact Preview
Open the Contacts tab from your Dashboard.
Select the name of your desired contact or customer.
Preview and perform quick actions from the Contact Preview:
Customer contact preview vs. non-customer contact preview
The Contact Preview will provide different options depending on the type of contact you view. If you open the Contact Preview for a Customer you can perform more actions through the Contact Preview than you will find in the Contact Preview of a Non-Customer.
Customer contact preview
The Customer contact preview contains more information and quick actions compared to the Non-Customer contact preview as a result of their Customer status.
The Customer contact preview allows you to:
Edit the contact details
Send a reset password email to your customer
Add tag(s)
Grant an Offer
Manually change your customer's password
Add a note
Hide the contact
Delete the contact
View the lifetime value of your customer
Total Offers owned
Total Products owned
Last sign in date
Number of total sign-ins
Contact status
Date the contact was added to your site
Opt-in status
Any applicable tags
Non-customer contact preview
The Non-Customer contact preview allows you to perform the applicable quick actions to your non-customer contact and provides an efficient method of viewing important contact information.
With the Non-Customer contact preview you can:
Edit the contact details
Add tag(s)
Grant an Offer
Add a note
Hide the contact
Delete the contact
View Total Offers the contact ever owned
Contact status
Date the contact was added to your site
Opt-in status
Any applicable tags
Quick actions
With the Contact Preview you can perform quick actions:
Add a note
Hide the contact
Delete the contact