Single contact

Preview activity in all campaigns and edit single contact

Milos avatar
Written by Milos
Updated over a week ago

To access single contact information, options, and activity, when inside the Contacts page, click on the email address of that contact or hit the "View" option on the right.

A new page with all the information will open.

Options at the top of the toolbar are:

Edit contact - an easy way to edit contact information. At the bottom, next to the Save button is a checkbox with the option to apply all changes to active campaigns.

Add to Campaign - this option allows you to add the contact to an existing campaign or create a new one.

Add to "Do not email" list/ Remove from "Do not email" list - add or remove from the "do not email" list. Contact removal from this list will not automatically change the status of the recipient in the campaign. This would require additional steps inside the campaign.
Download CSV - this will download the file with a statistic of that contact in all campaigns where it has been or is still used.

Remove contact - this option is available only to the manager of the team.

Slightly below this toolbar, is the following contact information: the number of points, email address, as well as the default and custom field information.

Finally, all campaigns to which this contact has been uploaded are listed.
Next to each campaign, there is the name of the campaign owner, the number of points a contact scored, and basic statistics. To see detailed contact activity for that campaign, hit the "Go to Recipients" button on the right side.

If you have any questions do not hesitate to initiate a live chat.
Happy klosing! :)

Your team!

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