How to Manage Your Contacts Profiles

Kayla M.

Updated

Learn to manage your Contact's profiles to track activity, perform actions, and more.

In this article:

Access your contact's profile

To access the full profile of your contacts and customers:

  • Open the Contacts tab from the Dashboard.
  • Select the name of the person you wish to view.
  • Click Open full profile:

Your Customers Profiles include different features than your Contacts. Refer below for the different features. For more details learn the Difference between Customers and Contacts.

Customers profile features

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Lifecycle

Track your Customer's lifecycle including:

  • Offers Purchased and Granted
  • Email Campaigns sent
  • Email recipient actions on broadcast and sequence emails (e.g., opened, clicked, unsubscribed, complained, or bounced)
  • Forms submitted
  • Lifespan: number of days from start date (date added to Contacts through import, purchase, or opt-in)
  • Purchases: number of purchases made and Offers Granted
  • Net Revenue: Net revenue generated by Customer

Info

  • Added on date
  • Net Revenue
  • Subscription to Marketing Emails Status
  • Customer Start Date
  • Sign in count: total number of sign ins
  • Last activity at: The date and time of the Customers last activity on your site. Learn more
  • Additional Info: Customer ID & Products owned

Purchases

  • Offers Purchased
  • Offers Granted (this includes information about the person that granted the Offer: Owner or account user.)
Note:
In the event of an Account User granting, revoking, or canceling a Customers Offer or Product access, you can see the person responsible (noted by their email address) by navigating to the Customer and viewing their Purchases tab.

Products

  • Products owned by Customer

Notes

  • Add new notes.
  • Review and remove previous notes.

Edit Details

Edit Customer's Details to edit the name, email, and form submission answers of your Customers.

  • Name
  • Email
  • External user id for third-party integrations
  • Contact Information
  • Custom Fields

Read How to Edit Your Contact's Information for details. 

Send Password

Send a password reset link to your Customer.

More Actions

  • Mute your Customers. Read Muting Customers for details. 
  • Hide your Customer's profile from your Contacts tab.
  • Grant Offers to your Customers. Read How to Grant an Offer to learn more. 
  • Change Password for your Customer. 
  • Delete your Customer permanently. Read How to Delete a Customer for details. 

Tags

Add Tags to filter and segment your List to easily organize and categorize your List. Using tags can be used when sending Email Campaigns and creating Automations. Read How to Use Tags to learn more. 

Contacts profile features

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Lifecycle

Track your Contact's lifecycle including:

  • Email Campaigns sent
  • Email recipient actions on broadcast and sequence emails (e.g., opened, clicked, unsubscribed, complained, or bounced)
  • Forms submitted
  • Lifespan: number of days from start date (date added to Contacts through import or opt-in)
  • Purchases: number of purchases made (As a contact, this will appear as a 0 until converted into a Customer)
  • Net Revenue: Net revenue generated by a Contact (As a contact, this will appear as a 0 unless converted into a Customer with a Purchase)

Info

Purchases

This will remain empty unless converted into a Customer.

Products

This will remain empty unless converted into a Customer.

Notes

  • Add new notes.
  • Review and remove previous notes.

Edit Details

Edit Contact Details to edit the name, email, and form submission answers of your Contacts.

  • Name
  • Email
  • Contact Information
  • Custom Fields

Read How to Edit Your Contact's Information for details. 

More Actions

  • Hide your Contact's profile from your Contacts Dashboard.
  • Grant Offers to your Contact and convert into a Customer. Read How to Grant an Offer to learn more. 
  • Delete your Contact permanently. Read How to Delete a Customer for details. 

Tags

Add Tags to filter and segment your List to easily organize and categorize your List. Using tags can be used when sending Email Campaigns and creating Automations. Read How to Use Tags to learn more. 

And that’s how you can manage your Contacts Profiles!

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