Learn about your contact preview to help you retain your filters, view individual contacts faster than before, and gain insight into each individual with Kajabi's latest improvements.
In this article:
- What is the Contact Preview?
- How to access the contact preview
- Customer Contact Preview vs. Non-Customer Contact Preview
- Quick actions
- How to apply quick actions
What is the Contact Preview?
The Contact Preview allows you to preview and perform quick actions without having to enter into the full Contact Profile page.
With this latest feature you can filter your list, view your contacts, and perform your most common actions without resetting your filtered list!
How to 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.
Your 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 your 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
- Email Marketing 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 your contacts important information.
With your Non-Customer contact preview you can:
- Edit the contact details
- Add tag(s)
- Grant an Offer
- Add a note
- Hide the contact
- Delete your contact
- View Total Offers the contact ever owned
- Contact status
- Email Marketing 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:
- Edit contact details
- Reset password
- Add a tag
- Grant an offer
- Change password
- Add a note
- Mute
- Hide
- Delete
How to apply quick actions
To apply quick actions with the contact preview:
- Open the Contacts tab from your Dashboard.
- Select the name of your desired contact or customer.
- Apply your desired quick actions from the contact preview:
And that’s how you can view your contact's most relevant information more efficiently with the Contact Preview!
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