About the Contact Details View

From the Contacts view, you can open a details view for each contact you have created. To open the Contact Details view:

1. Navigate to your Contacts page.
2. Select a contact from the list and click on it to open it.

In the Contact Detail view, you can do the following:

• Add contacts to a contact list for targeted marketing communications or segmenting your audience.
• Deactivate the contact. This will remove the contact for all future communication.
• Review the contact's interaction with marketing efforts.

Email opens

Email opens, also known as “open rate,” is the number of times an email sent from the portal was opened. The open rate is calculated as follows: Emails opened /emails sent - bounces = open rate.

Email Clicks

The number of times the recipient of an email clicks or views a link in an email sent from the portal. The more clicks the email receives, the more successful it is considered.

Web Views

The number of times the email recipient clicks the call to action. The recipient viewing/clicking a link and viewing the associated web page is considered a web view.

Submissions

The number of form submissions through an email landing page (gated asset, event registration, etc.), a web plugin (gated asset, contact us, etc.), or a social form.

• Edit the details/profile of the contact.
• View the contact’s lead score.
• View the leads associated with this contact including date, lead, and lead score for the interaction.
• Create and update dates for this contact that indicate interaction with the marketing activity.
• See a lead activity summary and a timeline of events, including all the interactions for this contact. Some examples of interaction:
  • Inquiry - This includes scored lead events such as email open, web click, social share, etc.

  • Leads - This includes leads based on standard lead definitions (score of 15 for minimum lead threshold).

    It can include:

    • accepted, distributed lead
    • lead with an associated opportunity
    • registered lead
    • lead assigned to a sales rep
    • lead with status Open, Contacted, Nurture, or Qualified
    • lead with status Unqualified/Invalid if it was previously set with status Open, Contacted, Nurture, or Qualified
  • Status changes
• Click on the event to show even more details for this lead with the specific event including open rate, click-through rate, bounce rate, and unsubscribe rate for this event.
• If your supplier has chosen to share analytics with you, the data appears here. Shared Analytics allows you to leverage activity on your supplier's website to drive sales. Speak to your supplier contact for additional details.