Contact Profile

The contact profile serves as a window into your recipients' preferences, behaviors, and interactions.


The fastest way to search for a contact to see the profile is to utilize the search field on top of the left-side panel menu. You can type in the email address for a specific search result. Though generally, you can type in even just a part of the contact's email address, or name.

Sample search using part of the email address.

Otherwise, you can also go to Contacts>Search Contacts for a filtered search. Fill in the applicable filters for a quicker search.

Click the email address of the contact whose profile you would like to see.

Notice that you can click on the drop-down menus to see the details on the Campaigns, Tags, and Forms attached to the contact.

Click on Campaigns to see the campaigns the contact is associated with.

Click on the drop-down menu for Tags to see the tags attached to the contact.

Click on Edit to manage (add/remove) the tags assigned to the contact. Click Save.

Click on the Forms drop-down arrow to see the forms the contact has opted-in to or is currently subscribed to.

Click on Edit to subscribe the contact to another form.

At the right, you can also see the contact's activity(ies).

  • The 'Recent Activity' tab displays the most recent actions and engagements of the contact.

The 'Scheduled' tab displays the upcoming scheduled broadcast/activity for the contact.

The 'Past Activity' tab displays the past actions and engagements of the contact.