My Database - Contacts Tab - Enter and Review a Contact
Table of Contents
Prerequisites Contacts TIP: As a best practice, you should enter the following information in the form.Prerequisites
You must have access to the partner portal and the Partner Tools Portal. Please get in touch with the partner team to request access. When logged in to the partner portal, you can immediately see if you have access, as you will see the Partner Tools Menu Icon.
Contacts
Contacts are located in the My Database Tab of the Partner Tool. Select Contacts.
Once your contacts have loaded, select the "Create" button.
A new dialogue will show you the fields to enter. Depending on your settings, some fields may be required and denoted with an asterisk. The dialogue will not let you save a contact without the required fields. After you've entered basic contact information such as name, email, and phone, you can navigate through each of the tabs to enter supplementary information such as address, preferences, and more. Save the Contact Entry form after you have filled in the fields.
TIP: As a best practice, you should enter the following information in the form.
Info
First Name
Last Name
Email Address *Required Field
Company
Work Numbers (mobile, Direct, Alternate, Fax)
Address, Address, City, State/Province, and Postal Code
Key Words, Interest Level, Comments
Preferences
Profile Image
Contact Type
Time Zone
Stage
Opted Contact
Once you click save after entering the contact information, the Contact > Report page will load. This page allows you to act on the contact and view their activity, including what they have reviewed or opened; this information can be sorted Daily, Weekly, Monthly, or over the last seven Days.
The contact activity report contains key information about any contact in the platform:
- Current score and scoring history.
- Subscription status.
- Active automated email programs and playbooks associated with the contact.
- Activity history, such as website pages visited, or emails opened.
- Recipient lists where the contact is saved.
- Timeline activity graph
- Individual contact information includes name, email address, phone number and company.
