Contact sheets are where you can view all the information collected by Connectif about the registered and/or anonymous contacts of your eCommerce, individually. Mastering their interface will help you review their digital footprint data 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 consists of four blocks:
1. Creation, import, and export: to manually add new contacts, perform imports/exports, or review their history.
2. Search: to search contacts by their email address 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.
Contacts can be deleted at any time. To learn how, click here.
When accessing a specific contact, you will find two tabs:
1. Profile: to review the collected data of the contact.
2. Activity: to view all the interactions made by the contact on the eCommerce.
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 their interactions at any time.
Each contact is assigned a unique identifier, called a "tracker", which distinguishes them from others to determine that the interactions made through that browser belong to the same person. This allows tracking of anonymous contacts to start working on them without prior registration.
If a contact visits your eCommerce and later logs into their account, Connectif will automatically merge both entities. To learn more about contact merging, click here.
Additionally, all the interactive actions made by the contact on your eCommerce will be reflected in the Activity tab.
1. Review collected data of a contact
In the search block (2), enter the email address of the contact in question.
To switch from email search to mobile phone search, click on the ✉ icon (Switch filter field) and select Mobile Phone.
Once located, click on ✏ (Details) to access the profile.
Contact fields
Basic contact data collected through forms. These include:
- "Email".
- "First Name".
- "Last Name".
- "Date of birth".
- "Mobile phone".
Custom fields
Data collected by Connectif, either through forms or workflows, corresponding to fields created manually for customized strategies.
Learn more about Connectif field types by clicking here.
RFM Analysis
A predefined categorization based on the recency, frequency, and monetary value of a contact’s purchases. If they haven’t made any purchases, they won’t have an RFM analysis.
Learn more about Connectif’s RFM Analysis by clicking here.
Customer Lifetime Value
The value of your customers and the likelihood of repeat purchases. Your account must meet certain requirements for it to be activated for your contacts.
Learn more about Connectif’s CLV by clicking here.
Contact status
Data related to subscriptions. These include:
- System: to check the points the contact has and the last update date.
-
Email: to review and modify the following aspects of the email:
-
"Email status". The current status of the contact’s email concerning emails sent from Connectif. There are four possible statuses:
- Active: the contact can receive emails sent from your account.
- Bounced: the contact doesn’t receive emails because at least three delivery attempts were made, and all bounced. If this option is marked, the reason and date of the last bounce will be shown, as well as the number of temporary bounces for that contact.
To learn more about bounced emails, click here.
-
-
- Blocked: the contact doesn’t receive emails.
- Paused: the contact doesn’t receive emails temporarily.
-
-
"Newsletter subscription status". The current status of the contact’s email concerning newsletters or bulk emails. There are three possible statuses:
-
-
- Subscribed: the contact receives bulk emails.
-
When sending newsletters, it is very important to keep in mind that the contact must have given explicit consent to receive these types of communications, as required by GDPR. We recommend reviewing these best practices for subscription collection and email sending.
-
- Unsubscribed: the contact is no longer subscribed to the newsletter but was in the past. They don’t receive bulk emails.
- Not subscribed: the contact has never been subscribed to the newsletter and doesn’t receive bulk emails.
-
-
"Email status". The current status of the contact’s email concerning emails sent from Connectif. There are four possible statuses:
-
SMS: to review and modify the following aspects of SMS subscriptions:
-
"Mobile phone status". The current status of the contact’s mobile phone. There are three possible statuses:
-
-
- Active: the contact can receive SMS sent from your account.
- Bounced: the contact doesn’t receive SMS due to bounces.
- Paused: the contact doesn’t receive SMS temporarily.
-
-
-
"SMS subscription status". The current status of the contact’s phone number concerning the sending of newsletters or bulk emails. There are three possible statuses:
-
-
- Subscribed: the contact receives SMS.
- Unsubscribed: the contact is no longer subscribed to SMS but was in the past. They don’t receive SMS.
- Not subscribed: the contact has never been subscribed to SMS and doesn’t receive them.
-
-
-
"Mobile phone status". The current status of the contact’s mobile phone. There are three possible statuses:
- Web Push Notifications: to review if the contact has these notifications enabled or not.
E-commerce
Data related to the total number of purchases made by the contact, as well as the current status of their cart.
Mobile App (only if the integration is completed)
Data related to the device from which the contact navigates through the Mobile App. This information is only visible on the contact sheet if the app integration with Connectif has been completed.
Segments
List of segments the contact belongs to.
In Connectif, there are two types of segments: static segments, dynamic segments, and dynamic plus segments. Click on them to learn more.
2. Edit contact data
Edit a contact’s information by modifying the desired field (see 1. Review collected data of a contact) and clicking Apply.
3. Cancel email sending to a contact
Change the "Newsletter subscription status" field to Unsubscribed if you don’t want them to receive bulk emails. If you want them to stop receiving any emails, change the "Email status" field to Paused or Blocked (see Contact status).
4. Add a contact to a static segment manually
In the Segments section, select the desired segment from the dropdown menu and click + Add to segment (see Segments).
5. Review a contact's activity history
Within a contact’s profile, click on the Activities tab. You can filter by activity type from the dropdown on the left and refresh the interaction data collected by clicking ↻ (Refresh).
Congratulations!
You’ve reached the end of the lesson.
Do you still have unresolved questions?
Remember that our Connectif specialists are available to help. To contact them, just open a support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
- Enter a dynamic segment upon identifying an anonymous contact, to dive deeper into the merging of entities.
- Contact import, to bulk import all your contacts into your Connectif account.
- Contact and activity export, to export contact data and their respective activities.
- Web lead scoring, to implement a lead scoring strategy.