Working with contacts

Contacts represent website visitors and store marketing-related information about them. In the Kentico CMS edition, contacts cover only subscribed visitors (identified by email address). In the Kentico EMS edition, contacts cover both anonymous visitors (identified by a 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.

The Kentico CMS license allows you to:

Moreover, the Kentico EMS license allows you to:

Managing contacts

The Contact management application allows you to manage all your contacts.

Viewing a list of contacts in the Contact management application

Click Import contacts to import contacts from a CSV file.

Click New contact to manually create new contacts.

To manage the existing contacts, use the following basic actions:

  • Delete () – removes the contact
  • Manage () – opens the contact managing interface, where you can view and edit the contact profile

Working with contact profile

The contact profile is the contact managing interface which displays all information that the system gathers about your contacts in one place. The contact profile in Kentico CMS only displays the contact's first name, last name, email address, which newsletters they are subscribed to and which contact groups they are members of. In addition, the contact profile in Kentico EMS also displays the contact's age, gender, city, country and further contact details, such as phone and address. Moreover, it displays which scores the contact has reached, which persona they are fitting, which forms have they submitted and notes that have been added to the contact.

Editing contacts

To edit the contact information:

  1. Open the Contact management application on the Contacts tab.
  2. Manage () a contact.
  3. On the Profile tab, click Edit.

While the Kentico CMS edition only allows you to gather and edit contact's first name, last name and email address, the Kentico EMS edition allows you to gather and edit the following information:

 Category Editable contact fields
General
  • Email address
  • First name
  • Middle name
  • Last name
  • Gender
  • Birthday
Contact details
  • Private phone
  • Business phone
  • Company
  • Job title
  • Status – allows you to select a contact status.
  • Contact owner – you can select a user responsible for managing the contact.
Address
  • Address
  • ZIP code
  • City
  • Country

The Kentico EMS edition also allows you to add Notes about the contact. Click Insert timestamp to insert your timestamp into the notes – the default stamp contains the full name of your user account and the current date and time.

Filling in contact data in Kentico EMS

You do not need to enter the values of the fields on the Profile tab manually for all contacts. The system automatically collects and updates the data of each contact based on the information provided by the corresponding user.

Ask your administrator to:

Viewing contact profile

In addition to the information gathered by the editable contact fields, the Kentico EMS contact profile also displays the reached scores, the fitting persona, newsletter subscriptions, contact group memberships and submitted forms.

To be able to view the above-mentioned on-line marketing data in one place, on the contact's Profile tab, you need to:

filled in contact profile

Marketing email statuses

The contact profile also displays marketing email statuses to inform you whether your contacts receive marketing emails or not:

  • Receiving marketing emails – contacts are receiving marketing emails
  • Opted out – contacts unsubscribed from marketing emails
  • Undeliverable – contacts reached the maximum number of bounces and do not receive any marketing emails

The Kentico EMS contact profile also allows you to manage accounts, activities, marketing automation processes, and memberships.

On-line marketing data in Kentico CMS

In addition to contact's first name, last name and email address, the Kentico CMS contact profile only allows you to view newsletter subscriptions and contact group memberships.

To be able to view the data on the contact's Profile tab, you need to:

Linking contacts with user accounts

The Kentico EMS system binds contacts with other objects that represent users. This includes:

To manage a contact's user relationships:

  1. Open the Contact management application on the Contacts tab.
  2. Manage () a contact.
  3. Switch to the Membership tab.

 You can view and delete the existing relationships.

Linking a contact to a user account

Note: You do not need to bind contacts to user or customer accounts manually. The system automatically updates the contact memberships when visitors:

  • Register on a website
  • Sign in with a user account
  • Fill in customer data while making a purchase

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