Overview
The Contacts feature bundle allows partners to easily manage their contacts' data. This bundle includes the Contact Form feature page which controls what information the partner collects from new contacts.
Before You Begin
The Contacts feature bundle displays relevant content to users based on their user group membership and the content you've made available. You should ensure these aspects of your program are in place prior to publishing the feature pages.
Intended Audience: Channel Operations Managers
Contents
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Contacts Feature Page
The Contacts feature page displays all of the logged-in partner's contacts. For data protection reasons, each partner can only see information about contacts they have uploaded, or that you have shared with them as a distributed lead.
The left panel includes options to Add Contacts, Export a list of contacts, or use a text search to find a specific contact. Additionally, users can filter the results in the right panel based on contact Score, Events, the Contact List they are associated with, or the level of Opt-in Authorization.
The right panel defaults to show all of the contacts in the logged-in partner's records. This list is dynamically refreshed as the user applies filters from the list of facets in the left panel. The number of results corresponding to the search parameters is displayed beside the page title.
For each record, the contact's name, company, email address, and phone number are displayed. In the rightmost column, the contact's current lead score is displayed. Clicking on person's name opens the individual's details page where the partner can review all of the interaction history with that person. Clicking on the company name opens the Companies Feature Page.
The strategic value for the partner is the ability to see all of the people they have permission to contact in a company and identify which ones have been most receptive to communication by the partner. The Lead Score is an indicator of the contact's engagement and likelihood of closing an opportunity.
Companies Feature Page
The Companies page displays a list of all companies that have generated leads and engagement.
Registered Leads
The Registered Leads feature page lists all of the contacts who have been added by the partner.
This feature page is very similar to the Contacts page but is restricted to the contacts that have originated with the partner.
Contact Lists Feature Page
The Contact Lists feature page allows partners to create, view, or edit their contact lists.
By default, only active lists are displayed on the right side. To show inactive lists, check the Archived box in the left panel. To archive an active list, click on the list name and click Archive. This action is not reversible.
Archiving a contact list will not archive the associated contacts.
Contact Form Feature Page
The Contact Form feature page allows partners to configure what information they will collect from contacts and allow contacts to update their information.
It displays a URL that you can use to embed the contact information collection form on a webpage. Click Select Fields to select which contact fields are included on the contact form when it is displayed. Partners cannot add their own fields to this list. Only the contact's email address is mandatory. This field cannot be removed from the contact form and it cannot be left blank. Click Select Lists to select which subscription options will be offered to contacts. For the partner, there is strategic value in offering subscription options. It reduces the probability that the recipients will be disinterested or worse, report it as spam. For more information, see Contact Lists Best Practice.
Opt-in Authorization
The Opt-In Authorization feature page displays a list of contacts by communication authorization status.
This page allows your partners to quickly identify which contacts they can communicate with (Active), which ones have not yet provided permission and so must be contacted with caution (Pending), and any contacts who have refused or withdrawn permission to be contacted (Unsubscribed).
A contact's opt-in authorization state is determined in two ways:
- How they have responded to the opt-in confirmation email
- How it was set when the partner imported or created the contact
The Confirmation Email tab allows the partner to edit the email format to reflect their branding and data.
To set the Sender email address (required) and name, or the Subject, click Edit.
To modify the appearance of the email, click Personalize.
The partner cannot modify the destination URLs for either the confirmation button or the unsubscribe link at the bottom of the email.
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