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In real-time, analyze important indicators about your contacts. First, evaluate the impact of every metric, including email views, last activity, the status of interest, and other activities. Then, manage and track the data performance.
This report might look similar to the Prospects Dashboard one, but there is a difference. The Prospects Dashboard lists the contacts to whom the campaign email was sent, whereas the Contacts Dashboard contains all of the contacts ever added. Therefore, even if you decide to delete a contact from the Prospects Dashboard, it will remain in the Contacts one.
You can find this report by going to the navigation menu on the left side or top of the page and clicking on Leads - Contact.
Lead Scoring Report
The report lists the contacts to whom you have sent the campaign emails. Then, it ranks them based on their level of interest, pushing those with the status Interested to the top and moving down to those with the Engaged, Visited, and Not Visited status. This ranking is called Lead Scoring. Please note that the Free Subscription Plan does not include Lead Scoring.
The report allows you to view and track the following information:
Name, title, and contact details of a person;
Company name and website;
How many campaign emails were sent to them;
Category;
You can assign a Category to each prospect.
!Please refer to the Add Funnel tutorial to learn how to create and add categories!
Status of interest;
There are four status categories marked with a different color.
Interested means that your contact has clicked on the call-to-action link to your phone number or social media profile.
Engaged tells you that your contact opened more than two links from your email.
Visited shows if the contact has opened one or two links from your email.
Not Visited means that your contact didn’t take any action.
Number of viewed emails and spent time on the email;
Last activity;
Last invite.
Below are the types of invites for filtering.
Scheduled shows the date of the future campaign emails;
Sent - the date of the last sent email to the contact;
Opened is when the prospect opened your email;
Clicked shows that the contact clicked on the call-to-action button to get in touch with the sender;
Bounced - shows the email which didn't reach the contact;
Stopped - the prospect will no longer receive the campaign emails;
Resumed - the contact will start receiving the campaign emails again.
How to Manage the Contacts Report
Click on the button under the Action tab. You will see the functions that will help you manage the contacts.
Edit - edits the profile of the contact
View Profile - the contact’s detailed report opens. !Please refer to the tutorial Prospects Dashboard to learn more!
Send An Email - a very convenient tool to send an email to the contact straight away without going to the Inbox section.
Share A Link - the Shared Link Dashboard opens. !Please refer to the Share A link tutorial to learn how to create and add categories!
Delete - removes the contact from the list.
Unsubscribe - removes the contact from the list of receiving the campaign emails.
Mark As Bounced - mark those contacts to whom campaign emails did not reach.
Pause Campaigns - stops sending the campaign emails for an undefined time.
Filtering Parameters
You can sort the list by selecting the necessary options, or you can search by entering the request in the search bar.
Let’s take a look at each filtering parameter.
Company parameter
Status parameter
There are four status categories marked with a different color. You can find the description of each type above.
Campaign parameter
If you have more than one campaign, this report allows you to see the sent campaigns to the contacts and filter by the campaign name.
Sender parameter
If you have added other senders who can send emails on behalf of your organization, you can filter the list of contacts by the email sender.
List parameter
When you add contacts to your organization by using the 'Import Contacts' option, you can filter your prospects by the name of the imported list.
Last Invite parameter
You can find the description of each type above.
Category parameter
You can create categories to assign to each contact, move that contact from one type to another, and filter by the category name to help you manage your business easier.
In addition, here you can notice these icons:
When selecting a contact, you can pause sending the campaign emails to them by clicking on the first icon. The second icon allows you to assign a category to the contact. The third one removes the contact, and the last one will enable you to download the selected contact(s) to your computer.
In this tutorial, you learned how to manage and analyze data performance to optimize your business techniques.
Thank you for being with us!