Contact Profiles provide an invaluable source of information on each person in your database, ranging from high level contact data, to in depth engagement tracking.
From this succinct report, you can easily see key contact information at a glance, and also drill down to deduce what the contact is looking for, or looking to do.
You can access a contact profile either by:
- Clicking on them in one of your contact lists (e.g: Highly interactive Contacts or Most Engaged Contacts);
- Or you can search for someone through your contacts menu.
Find a contact
To search for a contact, start by clicking on the Contacts menu, and then click on the Contact List tab. From here, either:
- Use the filters to find a certain type of contact; Or
- Search for a contacts name, email, or CRM ID using the magnifying glass found top right of your screen.
Click on any contact to be taken to their Contact Profile.
When you first go to a contact profile, you see their Information tab. This provides you with a high level overview of the contacts key information at a glance - including their address, contact details, and if enabled and captured, buying preferences.
For CSV based contacts, you can edit a contacts profile by clicking the 3 dots found to the right of the contact details bar.
On this tab, you'll also see a graph of the contacts activity, any survey response or system identified intents (if enabled in your account), general statistics - including their subscription status and date, tags, and their most engaged property in terms of clicks.
Switch to the Timeline tab to find record of all communications sent to and opened by the contact, as well as all clicks on properties from your emails.
This is a great resource to check if they make contact with you referencing "the email you just sent me". As a lot of the communications are automated on your behalf, you can refer to the timeline to determine exactly which email or property they may be referring to.
It's also a great way to confirm if a contact received a particular email, and if they've opened it.
The date range for the timeline can be adjusted, and you can also filter down by sends, opens or clicks.
Within the Property Interactions tab you will see a list of all properties the contact has engaged with, in descending order of interest (clicks).
This list includes high level details for the properties including price, bedrooms, bathrooms, car spaces, total clicks and date of last click.
This information can be valuable in determining the kind of property the contact is looking for. If there is a pattern of engagement, e.g: perhaps they are looking at properties that all fit within a certain price range or number of bedrooms, you can deduce that these are their preferences.
The Map tab provides a detailed visual picture of the contacts engagement.
The contacts address (if known) is pinpointed by the grey map marker.
Property engagement is indicated by the blue map markers, with the number within indicating how many times the contact has clicked on the property.
You can click on any of the map markers to see details on the property, and click through to its property profile for further investigation.
The map can be very helpful in determining a pattern of interaction - and therefore intention, e.g: If a contact is clicking on sold properties right near their current address (1), its likely that they are trying to self appraise - so now would be a good time to make contact and offer a free appraisal.
If the contact is clicking on properties for sale all within a certain area (2), contact them to discuss listings matching their engagement location.