Contacts

Contacts

"Use date and source filters. Contacts Chart tracks changes, Contact Source shows acquisition channels, and Contact Logs offer detailed activity records."



  1. Frequency and date — Select a date range from the drop-down list to be applied to the report. Alternatively, you can define the date range by frequency. The following options are available:
    1. Today
    2. Yesterday
    3. Last 7 Days
    4. Last Month

  2. You can refine the view of the report components by adding more filter(s). The following filters are available:
    1. Select Source
    2. Select Agent

  3. Clear All — You can use this option to reset the filters to the default selections

Contacts Chart

The Contacts chart is a valuable tool for tracking changes in your contact list. Here's how to effectively interpret and use this chart:

1. Contacts Added:

  1. This section displays the number of new contacts added to your list during a specific time frame.
  2. It helps you monitor and assess the growth of your contact database.

2. Contacts Deleted:

  1. The Contacts Deleted section shows the number of contacts that have been removed from your list within a given period.
  2. This metric is essential for managing data quality and compliance with opt-out requests.

Contact Source


The Contact Source chart provides insights into the various channels through which your contacts are acquired. Here's how to effectively interpret and use this chart:

1. Contact:

  1. This section displays the number of contacts that have been added through direct contact, such as manual entry or individual interactions.
  2. It reflects the number of contacts originating from personal engagements.

2. User:

  1. The User section shows the number of contacts added by users or individuals within your organization.
  2. It represents contacts added by members of your team.
3. API:

  1. The API section indicates the number of contacts added through automated processes using an Application Programming Interface (API).
  2. These contacts are typically added in a bulk or systematic manner.

Contact (Added/Deleted) Logs


The Contact (Added/Deleted) Logs is a detailed record of activities related to adding or removing contacts from your database. Here's how to effectively use this log:

1. Search:

  1. Use the search feature to filter and find specific activities, contacts, or timeframes.
2. Report Columns:

  1. Contact Id: Displays a unique identifier for each contact, making it easy to differentiate between contacts.
  2. Contact Name: Specifies the name of the contact associated with the activity.
  3. Activity Time: Shows the timestamp when the activity occurred.
  4. Activity: Describes the specific action taken, whether it's adding or deleting a contact.
  5. Source: Indicates the source or method through which the contact was added or deleted.

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