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
- Click the Contacts icon on the left sidebar.
- Select All Contacts from the navigation panel.
- Search for the email address of the contact you want to view or edit.
- 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.
- 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.
- Blue Box (Center): The main contact profile area displays the data for the section selected in the navigation pane.
- Green Box (Right): Visible in the basic contact information view, this box 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
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 ...How can I view an individual contact's Lead Score?
Lead scoring is visible on the individual contact records in your account. Below are the steps to locate it. Go to the Contacts tab. Use the search box or the Find Contacts icon to lookup an email address. Once you have located the contact record, ...How do I edit a contact record? | Delivra Air
This article references steps in the Delivra Air platform. If you are not a Delivra Air user, please visit this article for steps to complete in the legacy system. You will manage contact records in the Contacts dashboard in your account. How-To From ...Can I store custom data to SMS contact records?
Please note this feature is only available in Legacy for now, but it is coming to Air soon! Delivra makes it easy to manage and personalize your SMS communications by supporting a range of custom fields on SMS contact records. These fields can store ...Auditing Changes to Contact
Utilize the contact audit log to view change information for the record. This includes a list of changes to the record for: Date of the update Email address of the administrator that made the update How the update occurred (updated via; e.g. Manually ...