Viewing and Editing the Contact Profile

Efficiently managing contact profiles in Delivra is key to keeping information accurate and current. This guide provides step-by-step instructions for accessing, navigating, and updating contact profiles, so you can easily manage essential contact details, engagement history, and demographic data.

Accessing the Contact Profile

1. Click the Contacts icon on the left sidebar.
2. Select All Contacts from the navigation panel.
3. Search for the email address or mobile number of the contact you want to view or edit.
4. Hover over the contact’s record and click Edit.

Viewing the Contact Profile

The Contact Profile displays all information you've collected on a selected contact, including basic demographic details, mailing and engagement history, and an audit log of any changes made.

1. Red Box (Left): The navigation pane allows you to jump to specific sections within the profile to view data not in the basic information section.
2. Blue Box (Center): The main contact profile area displays the data for the section selected in the navigation pane.
3. Small Green Box (Middle): When you press the "Edit Layout" button, it will show you options (Green Box on the Right) that lets you show or hide additional fields, helping you keep the profile view relevant to your needs.

Editing the Contact Profile

While viewing the contact profile, you can simply click into a field to type in changes to data in the following sections:

• Basic Information
• Contact Information
• Tags

When finished, click the blue Save and Exit button at the bottom of the screen to save updates.

• Related Articles

• Unified Contact Profile Overview

  The Unified Customer Profile is Delivra’s new streamlined contact management view, combining email, SMS, and future marketing channels into a single, comprehensive contact profile. This enhancement brings all engagement data, subscription ...

• The SMS Contact Record

  This article covers how to find the contact's profile record and how to make manual changes to your contacts. What is the Contact Profile Your contacts' Profiles are located in the Contacts dashboard and accessed by clicking the 'Edit' button that ...

• Auditing Changes to Contact

  The Contact Audit Log is a helpful tool for administrators to track changes made to individual contact records. Whether updates come from internal teams or integrated systems, the audit log provides visibility into when and how a contact’s data was ...

• Troubleshooting Contact Count Discrepancy after Import

  You may have noticed that your list of contacts in your CSV import is significantly more that what ends up in a new tag created when importing. For example, there may be 2000 rows in an import but only 1000 contacts when viewing the subscribers in ...

• Viewing an Individual's Lead Score

  This feature is currently only available in Legacy, but is coming to Air soon! Lead scoring is a helpful way to evaluate contact engagement by assigning values to their interactions with your emails and website. In Delivra, lead scores are accessible ...