Contact Overview page

Contact Overview page

The Contact Overview page brings together the most important information about an individual contact into a single, organized view. Instead of navigating through multiple screens or tabs, you can quickly review a contact's profile, engagement history, subscription status, custom field values, and recent activity all from one location. This layout is designed to help you better understand each contact at a glance while making common management tasks more efficient.

Understanding the Contact Overview

When you open a contact, the page is divided into several sections that highlight different aspects of the contact's information.


Contact Summary

At the top of the page, you'll find a summary of the contact's key information, including:

  • Contact name
  • Email address
  • Mobile number (if available)
  • Contact ID
  • Source
  • Creation date
  • Last activity date

This section also provides quick statistics, such as:

  • Total emails sent
  • Opens
  • Clicks
  • Form submissions
  • SMS activity (when applicable)

These metrics provide a snapshot of how engaged the contact has been without needing to review detailed reports.

Edit Contact

The Edit Contact button allows you to quickly update the contact's information whenever changes are needed.

Several tabs allow you to switch between different views of the contact's information.

Available tabs may include:

  • Overview
  • Activity Feed
  • Sent History
  • SMS
  • Custom Data

Each tab focuses on a specific area of the contact's relationship with your organization while keeping all information easily accessible.

Contact Details

The Contact Details section displays standard profile information, including items such as:

  • Name
  • Company
  • Title
  • City and State
  • Address
  • Tracking status
  • Contact ID
  • Last updated date

This information helps you verify the contact's profile and identify any missing information that may be useful for personalization or segmentation.

Additional Fields

If your account uses custom fields, they appear in organized groups within the Additional Fields section.

Depending on your account configuration, this may include fields for Name, Company, Sales representative, email consent, and more.

Engagement Overview

The Engagement Overview provides a high-level summary of the contact's interaction with your marketing.

You can quickly review:

  • Unique opens
  • Open rate
  • Click rate
  • Purchases (when available)

These metrics make it easy to identify highly engaged contacts or recognize when someone has stopped interacting with your campaigns.

Engagement Timeline

The Engagement Timeline displays email engagement over time.

Rather than reviewing individual campaigns, this visual timeline helps you understand whether engagement has been consistent, increasing, or declining.

Channel Subscriptions

The Channel Subscriptions section shows which communication channels the contact is currently subscribed to.

For example, you may see:

  • Email subscription status
  • SMS subscription status

This allows you to confirm whether the contact is eligible to receive messages before creating or troubleshooting campaigns.

Tags

Any tags assigned to the contact are displayed in the Tags section, making it easy to identify group memberships, interests, campaign associations, or other classifications.

Recent Activity

The Recent Activity panel highlights the contact's latest actions, giving you quick visibility into recent events without needing to review the full activity history.

Examples include:

  • Form submissions
  • Workflow activity
  • Email interactions
  • Other tracked events

Selecting View All allows you to review the complete activity history.

Benefits of the New Contact View

The redesigned Contact Overview provides several advantages for marketers and administrators.

Find information faster: Related information is grouped together, reducing the time spent searching through multiple screens.
Understand engagement at a glance: Summary metrics and visual reporting help you quickly determine how active a contact has been.
Better visibility into customer data: Standard fields, custom fields, subscriptions, and tags are all available from one location, providing a more complete picture of each contact.
Simplify troubleshooting: When investigating why a contact received or did not receive a campaign, you can quickly review subscription status, engagement history, recent activity, and profile information from the same page.
Improve collaboration: Sales, marketing, and support teams can all reference the same contact record, making conversations more informed and reducing the need to gather information from multiple sources.

Best Practices

Keep contact information current: Regularly update important profile fields so segmentation, personalization, and reporting remain accurate.
Review engagement before making decisions: Use the engagement summary and timeline to better understand a contact's activity before adding them to new campaigns or workflows.
Organize custom fields thoughtfully: Grouping related custom fields makes the Contact Overview easier to read and helps users find information more efficiently.
Use tags consistently: A consistent tagging strategy makes it easier to identify contacts and understand their relationship with your organization.

Additional Notes

The information displayed on the Contact Overview may vary depending on your account configuration, enabled features, and the data available for each contact. Some sections, such as SMS activity or purchase metrics, may only appear when those features are enabled or when data has been collected.

If you have any questions about the Contact Overview page, please contact our Support team at support@delivra.com

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