Get started with Contact management

Learn how to understand your contacts and use the insights from your customer data to shape targeted marketing activities and smarter engagement strategies.

Keeping track of your website visitors and customers doesn’t need to be complicated. Whether you’re collecting leads through a form, personalizing content for different audiences, or simply trying to understand who’s visiting your site, the Contact management module will show you how to handle it all – without needing to be a developer.

We designed this module to help you confidently work with contacts and related tools in Xperience by Kentico. You’ll learn how to find contact details, track activity, segment audiences, and make your communication more relevant to the people who visit your site.

What will you learn in this module?

• Use the Contact management application to view and manage contacts, and also:

  • Add or update contact details, such as a contact’s name or phone number.

  • Search for specific contacts based on their details or behavior.

  • Track contact activities and check whether tracking is enabled.

  • View a contact’s consent agreements.

• Create and manage contact groups to organize your audience.

• Segment both known and anonymous contacts using contact segmentation tools.

• Set up cross-site tracking to follow contacts across multiple websites.

• Work with the Forms application:

  • Create a new form or update an existing one.

  • Rename forms or change what happens after someone submits them.

  • Add, move, or delete custom form fields.

• Design widgets for different audiences using widget personalization.

• Manage registered users in the Members application.

• Create, analyze and customize automation processes.

This module is a great starting point if you’re new to working with contacts, or if you want to unlock more ways to personalize and improve your customers’ digital experience.