Working with contacts

Contacts represent visitors of the website and store marketing-related information about them. Contacts cover both anonymous visitors (identified by an HTTP cookie) and regular registered users or customers (identified by username or email address). The system automatically gathers data about contacts based on the actions and input of the associated users.

Kentico allows you to:

Managing contacts

To manage contacts, use the Contact management application.

The Contact management application allows you to manage contacts based on the currently selected contacts. For example, from all the websites or from a currently selected website. You can also manage global contacts in the application.

Viewing a list of contacts in the Contact management application

Click New contact to manually create new contacts.

To manage existing contacts, use the following basic actions:

  • Edit () - opens the contact's editing interface, where you can view and modify the contact's details
  • Delete ()
  Editable contact fields...
Section Fields
General
  • First name
  • Last name
  • Middle name
  • Salutation
  • Title before
  • Title after
Personal info
  • Birthday
  • Company name
  • Gender
  • Job title
  • Created (automatically stored date)
  • Last logon (automatically updated by the system)
Contact settings
  • Contact status - allows you to select a contact status.
  • Track activities - if enabled, the system tracks the contact's actions as activities.
  • Contact owner - you can select a user responsible for managing the contact.
  • Campaign - the campaign by which the contact first arrived on the site.
Address
  • Address 1
  • Address 2
  • City
  • Zip code
  • Country
  • Mobile phone
  • Home phone
  • Business phone
  • E-mail address
  • Web URL

You can also leave Notes about the contact. Click Add stamp to insert your stamp into the notes — the default stamp contains the full name of your user account and the current date and time.

Filling in contact data

You do not need to enter the values of the fields on the General 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 on the website.

See also:

The other tabs of the contact editing interface allow you to manage the various features related to contacts. Please see the related pages for more information.

 

On this page

In this section

Kentico EMS required

Features described on this page require the Kentico EMS license.

Adding custom fields to contacts

If you need to store data for contacts in addition to the default fields, you can define custom fields:

  1. Open the Modules application.
  2. Edit () Contact management.
  3. Open the Classes tab.
  4. Edit the Contact management - Contact class.
  5. Define the fields on the Fields tab.

You can view and edit the values of your new fields on the Custom fields tab of the contact editing interface. Custom fields are visible on the General tab among the standard fields as well.

Editing a custom contact field

Linking contacts with user accounts

The system allows you to associate contacts with other objects that represent users. This includes:

To manage a contact's user relationships, open the Membership tab of the contact editing interface. You can add new relationships or delete existing ones.

Note: You do not need to bind contacts to users, customers or subscribers accounts manually. The system automatically updates the contact memberships when visitors:

  • Register on the website
  • Log in under a user account
  • Fill in customer data while making a purchase
  • Subscribe to a newsletter

Linking a contact to a user account


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