Contact sheets and digital footprint

The Contact Sheets are the place where you can view all the information collected by Connectif about registered and/or anonymous contacts of your eCommerce on an individual basis. Becoming skilled with its interface will help you review the data of their digital footprint and update it if necessary.

How to access?

You can access the contact sheet via the path "Contacts > View All".

Interface

The main interface of the contact sheet is composed of four blocks:

1. Create, import and export: to add new contacts manually, carry out imports/exports or review the history of these actions.

2. Search: to search for contacts collected through their email or mobile phone.

3. Filter: to filter contacts by email, mobile phone, push subscriptions and/or segment.

4. Contact list: to view, edit, and delete all the contacts collected by Connectif.

When accessing a specific contact, two areas are distinguished:

1. Contact summary: to review a summary of the data related to contact information and subscriptions.

2. Information tabs: to navigate through the different areas that contain the contact’s details. Four tabs are distinguished:

2.1. General: to review a summary with the most relevant data for the contact.

2.2. Custom fields: to review the store’s custom fields and the information contained in them for the contact.

2.3. Activity: to view all interaction carried out by the contact on the eCommerce.

2.4. Segments: to check which store segments the contact is included in.

How it works

A contact in Connectif is any user who visits and interacts with your eCommerce. Upon first access, Connectif automatically registers them in your contact list, allowing you to check at any time the interaction they have carried out.

Each contact is assigned a unique identifier, called a "tracker", which distinguishes them from others to determine that interactions performed through that browser belong to the same person. This allows tracking anonymous contacts to start working on them without requiring prior registration.

Likewise, all interactive actions performed by the contact in your eCommerce will be reflected in the Activity tab.

1. Review collected data from a contact

In the search block (2), enter the email address of the contact in question.

Once located, click ✏ (Details) to access the profile.

1.1. Contact Summary 

Collected data related to the contact’s information and identification. These are divided into:

1.1.1. Details:

Contact data and subscriptions. Includes:

• "Tracker".

• "External ID".

• "Email".

• "First Name".
• "Last Name".
• "Date of Birth".
• "Mobile Phone".

Edit a contact’s information by clicking Edit.

In the pop-up window, modify the desired fields (where possible) and click Save to confirm the changes.

1.1.2. Contact Status:

Contact data and subscriptions. Includes:

• Email: to review and modify the following aspects of the email address:

  • "Email status". The current status of the contact’s email in relation to messages sent from Connectif. There are four possible states:

    • Active: the contact can receive emails sent from your account.
    • Bounced: the contact does not receive emails because at least 3 delivery attempts have failed. If this status is marked, the reason and date of the last bounce will be shown, as well as the number of temporary bounces recorded for this contact.
     

    To learn more about bounced emails, click here.

    • Blocked: the contact does not receive emails.
    • Paused: the contact is temporarily not receiving emails.

  • "Newsletter subscription status". The current status of the contact’s email in relation to the sending of newsletters or bulk emails. There are three possible states:

    • Subscribed: the contact receives bulk emails.
     

    When sending newsletters, it’s very important to ensure that the contact has given explicit consent to receive this type of communication, as required by the GDPR. We recommend reviewing these best practices for subscription capture and email sending.

    • Unsubscribed: the contact is currently not subscribed to the newsletter but was in the past. They do not receive bulk emails.
    • Not subscribed: the contact has never been subscribed to the newsletter and does not receive bulk emails.
  • "Number of temporary bounces": Number of times 
• Web Push Notifications: to check whether the contact has these notifications enabled or not.
• SMS: to review and modify the following aspects of SMS subscriptions:

  • "Mobile phone status": Current state of the contact’s mobile phone. There are three possible states:

    • Active: the contact can receive SMS messages sent from your account.

    • Bounced: the contact does not receive SMS messages because the deliveries bounced.

    • Paused: the contact is temporarily not receiving SMS messages.

  • "SMS subscription status": The status of the contact’s email regarding the sending of newsletters or mass emails. There are three possible states:

    • Subscribed: the contact receives SMS messages.

    • Unsubscribed: the contact is currently not subscribed to SMS, but was in the past. They do not receive SMS messages.

    • Not subscribed: the contact has never been subscribed to SMS and does not receive them.

• Loyalty: to review the loyalty points the contact has.

Edit the subscription values by clicking Edit. Modify the fields you need and click Save to confirm the changes.

1.1.3. Mobile App:

Data related to the device from which the contact browses the Mobile App. This information is only added to the contact sheet if the integration of the app with Connectif has been completed. 

1.2. "General" Tab

Data collected by Connectif, either through import, forms, or workflows, corresponding to fields manually created for personalized strategies. Includes:

1.2.1. Summary

Overview of the most important metrics related to the contact’s purchases.

1.2.2. Last 10 Activities

List of the 10 most recent activities performed by the contact in the eCommerce and the configured channels.

1.2.3. RFM

Predefined categorization based on recency, frequency, and monetary value of the contact’s purchases. If no purchases have been made, there will be no RFM analysis.

1.2.4. CLV

Value your customers represent and the probability of repeat purchases. Your account must meet certain requirements for this to be activated for your contacts.

1.2.5. Total Segments and Last 5 Updated Segments

Total number of segments the contact belongs to and a list of the last 5 segments they have joined.

1.2.6. Loyalty

Number of points assigned to the contact, to be used in loyalty or lead scoring strategies.

1.2.7. E-commerce

Data related to eCommerce activity and products. Includes the Current Cart, Related Products, Recently Purchased, Recently Added to Cart and Not Purchased, and Recently Visited.

1.3. "Custom Fields" Tab 

List of the store's custom fields and the information contained in each of them for this contact.

1.4. "Activity" Tab

Activity history of the contact. You can filter by activity type from the dropdown, by date using the selector, and refresh the interaction data by clicking ↻ (Refresh).

1.5. "Segments" Tab

List of segments the contact belongs to.

You can manually add the contact to a static segment in this tab. To do so, click Add to static segment and in the popup window, select the segments to which you want to add the contact.

Keep learning!

To make the most of your Connectif account, we recommend you continue with the following articles:

• Enter a dynamic segment when identifying an anonymous contact, to dive deeper into entity merging.
• Import contacts, to bulk import all your contacts into your Connectif account.
• Export contacts and activities, to export contact data and their corresponding activities.
• Web lead scoring, to implement a lead scoring strategy.