Contact sheets and digital footprint

The contact sheets are where you can view all the information gathered by Connectif about registered and/or anonymous contacts in your eCommerce, individually. Becoming proficient with its interface will help you review data about their digital footprint and update it if necessary.

How to access?

You can access the contact sheets through 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 for contacts collected via 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 contacts collected by Connectif.

When accessing a specific contact, there are two tabs:

1. Profile: to review the data collected about the contact.

2. Activity: to view all the interaction the contact has had on the eCommerce. 

 

Functionality

A contact in Connectif is any user who visits and interacts with your eCommerce. Upon their first visit, Connectif automatically registers them in your contact list, allowing you to consult their interactions at any time.

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

Additionally, all interactive actions taken by the contact on your eCommerce will be reflected in the Activity tab.

 

1. Review data collected about a contact

In the search block (2), enter the contact's email address.

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

 

Contact fields

Basic contact data recorded through forms. Includes:

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

Custom fields

Data collected by Connectif, either through forms or workflows, that corresponds to manually created fields for personalized strategies.

RFM Analysis

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.

Customer Lifetime Value

Value your customers have and the likelihood of repeat purchases. Your account must meet certain requirements for it to be activated for your contacts.

Contact status

Contact data related to subscriptions. Includes:

• System: to check the points the contact has and the date of the last update.
• Email: to review and modify the following aspects of the email:
  • "Email status". The status of the contact's email regarding sends made from Connectif. There are four possible statuses:
    • Active: the contact can receive emails sent from your account.
    • Bounced: the contact does not receive emails because at least 3 send attempts have been made, and all have bounced. If this option is selected, the reason and date of the last bounce, as well as the number of temporary bounces for that contact, will be displayed.
     

    To learn more about bounced emails, click here.

    • • • Blocked: the contact does not receive emails. 
        • Paused: the contact temporarily does not receive emails.
  • "Newsletter subscription status". The status of the contact's email regarding newsletter or mass email sends. There are three possible statuses:
    • • • Subscribed: the contact receives mass emails.
     

    When sending newsletters, it's important to note that the contact must have given their express consent to receive this type of communication, as required by the GDPR. We recommend checking out these best practices for subscription capture and email sends.

    • • Unsubscribed: the contact is not currently subscribed to the newsletter but was in the past. They do not receive mass emails.
      • Not subscribed: the contact has never been subscribed to the newsletter and does not receive mass emails. 
• SMS: to review and modify the following aspects of SMS subscriptions:
  • "Mobile phone status". The 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 does not receive SMS because the sends have been bounced.
        • Paused: the contact temporarily does not receive SMS.
  • "SMS subscription status". The status of the contact's email regarding the sending of newsletters or mass emails. There are three possible statuses:
    • • • Subscribed: the contact receives SMS.
        • Unsubscribed: the contact is not currently subscribed to SMS but was in the past. They do not receive SMS.
        • Not subscribed: the contact has never been subscribed to SMS and does not receive SMS.
• Web Push Notifications: to check 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. 

Segments

List of segments the contact belongs to.

2. Modify a contact's data

Edit a contact's information by modifying the desired field value (see 1. Review data collected about a contact) and click Apply.

 

3. Cancel sending emails to a contact

Change the value of the "Newsletter subscription status" field to Unsubscribed if you don't want them to receive mass emails. If you want them not to receive any emails, change the value of the "Email status" field to Paused or Blocked (see Contact status).

 

4. Manually add a contact to a static segment

In the Segments section, select the desired segment from the dropdown and click + Add to segment (see Segments).

 

5. Review a contact's activity history

Within the contact's profile, click on the Activities tab. You can filter by activity type from the left dropdown and refresh the collected interaction data by clicking on ↻ (Refresh).

 

 

 

---

Keep Learning!

To take full advantage of your Connectif account, we recommend continuing with the following articles:

• Enter a dynamic segment when identifying an anonymous contact, to delve into entity merging.
• Contact import, to bulk import all your contacts into your Connectif account.
• Export of contacts and activities, to export contact data and their respective activities.
• Web lead scoring, to start a lead scoring strategy.

The contact cards are where you can view all the information gathered by Connectif about registered and/or anonymous contacts in your eCommerce, individually. Becoming proficient with its interface will help you review data about their digital footprint and update it if necessary.

How to access?

You can access the contact cards through the path "Contacts > View All".

 

Interface

The main interface of the contact card 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 for contacts collected via 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 contacts collected by Connectif.

When accessing a specific contact, there are two tabs:

1. Profile: to review the data collected about the contact.

2. Activity: to view all the interaction the contact has had on the eCommerce. 

 

Functionality

A contact in Connectif is any user who visits and interacts with your eCommerce. Upon their first visit, Connectif automatically registers them in your contact list, allowing you to consult their interactions at any time.

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

Additionally, all interactive actions taken by the contact on your eCommerce will be reflected in the Activity tab.

 

1. Review data collected about a contact

In the search block (2), enter the contact's email address.

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

 

Contact fields

Basic contact data recorded through forms. Includes:

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

Custom fields

Data collected by Connectif, either through forms or workflows, that corresponds to manually created fields for personalized strategies.

RFM Analysis

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.

Customer Lifetime Value

Value your customers have and the likelihood of repeat purchases. Your account must meet certain requirements for it to be activated for your contacts.

Contact status

Contact data related to subscriptions. Includes:

• System: to check the points the contact has and the date of the last update.
• Email: to review and modify the following aspects of the email:
  • "Email status". The status of the contact's email regarding sends made from Connectif. There are four possible statuses:
    • Active: the contact can receive emails sent from your account.
    • Bounced: the contact does not receive emails because at least 3 send attempts have been made, and all have bounced. If this option is selected, the reason and date of the last bounce, as well as the number of temporary bounces for that contact, will be displayed.
     

    To learn more about bounced emails, click here.

    • • • Blocked: the contact does not receive emails. 
        • Paused: the contact temporarily does not receive emails.
  • "Newsletter subscription status". The status of the contact's email regarding newsletter or mass email sends. There are three possible statuses:
    • • • Subscribed: the contact receives mass emails.
     

    When sending newsletters, it's important to note that the contact must have given their express consent to receive this type of communication, as required by the GDPR. We recommend checking out these best practices for subscription capture and email sends.

    • • Unsubscribed: the contact is not currently subscribed to the newsletter but was in the past. They do not receive mass emails.
      • Not subscribed: the contact has never been subscribed to the newsletter and does not receive mass emails. 
• SMS: to review and modify the following aspects of SMS subscriptions:
  • "Mobile phone status". The 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 does not receive SMS because the sends have been bounced.
        • Paused: the contact temporarily does not receive SMS.
  • "SMS subscription status". The status of the contact's email regarding the sending of newsletters or mass emails. There are three possible statuses:
    • • • Subscribed: the contact receives SMS.
        • Unsubscribed: the contact is not currently subscribed to SMS but was in the past. They do not receive SMS.
        • Not subscribed: the contact has never been subscribed to SMS and does not receive SMS.
• Web Push Notifications: to check 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. 

Segments

List of segments the contact belongs to.

2. Modify a contact's data

Edit a contact's information by modifying the desired field value (see 1. Review data collected about a contact) and click Apply.

 

3. Cancel sending emails to a contact

Change the value of the "Newsletter subscription status" field to Unsubscribed if you don't want them to receive mass emails. If you want them not to receive any emails, change the value of the "Email status" field to Paused or Blocked (see Contact status).

 

4. Manually add a contact to a static segment

In the Segments section, select the desired segment from the dropdown and click + Add to segment (see Segments).

 

5. Review a contact's activity history

Within the contact's profile, click on the Activities tab. You can filter by activity type from the left dropdown and refresh the collected interaction data by clicking on ↻ (Refresh).

 

 

 

---

Keep Learning!

To take full advantage of your Connectif account, we recommend continuing with the following articles:

• Enter a dynamic segment when identifying an anonymous contact, to delve into entity merging.
• Contact import, to bulk import all your contacts into your Connectif account.
• Export of contacts and activities, to export contact data and their respective activities.
• Web lead scoring, to start a lead scoring strategy.