CATEGORY: CRM

CRM - Contact View

Contacts View 

From various areas around e-shot, in particular the CRM > Contacts page or whilst inside of a group or preference, clicking on any of the main contact field values against an individual contact will open the Contacts View page.  

This page displays all that individuals contact details alongside a summary of their activity. As shown below. 

 

Contact Record Overview 

Details 

The Details panel displays the contact’s information. By default, only essential fields are shown. 

• Click More to expand and view all standard and custom fields.  

• To update a field:  

• Click into the field  

• Edit the value  

• Click outside the field to save automatically  

 

Groups 

The Groups panel shows all groups the contact belongs to. A contact can be part of multiple groups. 

To edit group membership: 

• Click the pencil icon to open the Assign Groups modal  

• Remove a group by clicking the ✕ next to its name  

• Add groups by:  

• Clicking into the field to open the dropdown  

• Scrolling or typing to search  

• Selecting the desired group(s)  

 

Preferences 

The Preferences section displays the contact’s selected preferences. 

To update preferences: 

• Click the pencil icon to open the Assign Preferences modal  

• Remove a preference using the ✕ icon  

• Add preferences via the dropdown list  

 

 

*Explainer: Groups are defined as lists you as the e-shot users manage for example, the contact may have signed up to a particular event. Preferences should only be managed by the contact themselves. An example of a preference would be your various newsletters such as events or monthly news. 

 

Engagement 

The Engagement section provides both visual and numeric insights into the contact’s interactions, including: 

• Email engagement  

• SMS activity  

• Website visits (if Website Tracking is enabled for your e-shot account)  

• Lead score (if Website Tracking is enabled for your e-shot account) 

 

For each of these areas you can see the overall display and click-through-rate (CTR) for that individual contact. 

See below, we can see this contact has an average 70% email display rate with a 46% CTR and for SMS they have a 100% open rate with a 22% CTR. 

Account 

The Account section shows which account the contact is associated with. Note the accounts feature isn't available for all e-shot accounts just like the website visits. 

To update the account: 

• Click the pencil icon  

• Select a new account or choose the blank option to remove it  

• Click Save  

You can scroll through the list or type to filter and find a specific account. 

 

Activity 

The Activity section displays a chronological log of the contact’s interactions, including date and time. 

 

Features include: 

• Search bar to filter activity  

• Dropdown to filter by activity type  

• Subscription date and contact source (editable via pencil icon)  

 

The activity section can be useful to see exactly when a contact was sent certain campaigns, if they opened or clicked them and any other interactions they made with your comms. 

 

Automated Series Tracking 

Within the Activity panel, you can track a contact’s progress through automated series: 

• View the date, time, series name, and step name  

• Access the email sent via a direct link  

• Click the series name to open the full automation flow  

From there, you can: 

• View the entire series  

• Access an audit log of the contact’s journey through the series  

 

Manage Button 

The Manage button (top-right corner) provides additional actions: 

Export Contact 

• Exports the current contact as a CSV file  

Delete 

• Permanently deletes the contact in that subaccount 

• This action cannot be undone 

Unsubscribe 

• Unsubscribes the contact from the selected subaccount  

• This action cannot be undone  

Unsubscribe from All Subaccounts 

• Unsubscribes the contact from ALL subaccounts  

• This action cannot be undone  

• Available to admin users only 

 Make test contacts 

• Adds this contact to the Test group within e-shot 

• Makes the email available as an address to send test sends to from e-shot