Configuring contacts

Contacts represent website visitors and store marketing-related information about them. In the Kentico Xperience Business edition, contacts cover only subscribed visitors (identified by email address). In the Kentico Xperience Enterprise edition, contacts cover both anonymous visitors (depending on the Default cookie level, identified by an HTTP cookie) and registered users or customers (identified by email address). The system automatically gathers data about contacts based on the actions and input of the associated visitors.

To be able to work with contacts in the Contact management application, you need to have the permissions for the On-line marketing and Contact management modules.

Enabling on-line marketing

To be able to track visitors on the live site as contacts in the Kentico Xperience Enterprise edition, you need to enable the on-line marketing functionality in the Settings application.

1. Open the Settingsapplication
2. Navigate to On-line marketing.
3. Select the Enable on-line marketing check box.
4. Click Save.
5. To ensure that contact tracking works correctly, the developers of the live site need to follow the instructions in Setting up contact tracking.

Configuring contacts

In the Kentico Xperience Enterprise edition, you can make the following adjustments to enable marketers to work with contacts more efficiently.

To make the system automatically collect and update the data of each contact based on the information provided by the corresponding user, you need to:

• Configure contact recognition
• Map fields to contact attributes
• Use geolocation for contacts

To store and organize data about contacts that is not collected by the default fields, you need to:

• Add custom fields to contacts

To achieve better performance, limit the volume of unnecessary contact management data:

• Set up automatic deletion of contacts