Contact Details

Each Contact within Paminga has a Contacts Detail page. Here you can find collected demographic information and view List Memberships, Subscriptions, and Lead Score.

In addition to the Standard Fields included under Contact Details in the Contact File, you may choose to add custom fields as well. You can later create segments using these fields (both standard and custom).

Contact Details

Within your Contacts Details page of each Contact in Paminga, you have a window into all the activity/account information for each individual contact. This includes all email opens, clicks, form submissions, website visits, etc.

When viewing the Contact Detail page, you will find your contacts basic info available at the top left corner. This data includes:

• Contact Icon: This will either be the contacts initials or if available, their Favicon image
• First and Last Name
• Company Name: Easily click to view the Account Details page
• Email Address: provided with an easy "Copy" button
• CRM Contact/Lead: If you are connected to a CRM and the contact exists within your CRM, easily visit the Contact Record for a Lead or a Contact by clicking on the designated CRM icon next to their name

Let's move on to all the other available data on the Contact Details page.

Engagement

On the left side of the Contact Details page, the default banner allows you to filter each activity. Let's review each option available under "Details".

The Engagement tab provides you with a quick drill-down of the individual contacts activity. This includes:

• First Touch: The first reported touch for the contact within your Paminga instance.
• Last Touch: The last recorded touch for the contact within your Paminga instance.
• Activity for the last 30 days, Most Recent, & First Ever, and All Time. This includes:
  • Email Sends
  • Email Opens
  • Email Clicks
  • Content Downloads
  • Form Submissions
  • Videos
  • Visits

Website Visits

Selecting the Website Visit Tab will provide you with all tracked website visits the contacts have made to your site. These visits will include, the date and time of each visit, the number of pages viewed, the duration of the visit, UTM information (if available), the Marketing Channel the visit was associated with and a list of each page viewed.

All historical visits for the contact will be present.

Email

Selecting the Email tab provides you with a list of all email sends, opens, clicks, and subscription updates for your contact. All historical email events recorded will be available.

Forms

Selecting the Form tab provides you with all form submissions that the contact has made on your site. This data includes the form name submitted, the date and time in which the submission took place, and any submitted values for said form.

More

Selection of "More" provides a drop-down in which you can see even more information about your contact. The available options are:

CRM Activity

If you have a connected CRM, here you will see all CRM activity such as up syncs (including the action that caused said sync), subscription updates from your CRM, as well as any CRM Sync Actions.

Customer Journey

Most likely you’ll have heard this phrase before, perhaps alongside similar terms such as “Sales Funnel” and “Marketing Funnel” to name a few. The term “Customer Journey” is also used to describe the process a prospective buyer goes through on their way to becoming a customer, but in many cases, it also encompasses what comes after the initial purchase. A premium is also placed on Customer Retention.

For each contact within your account, we have tracked their Customer Journey including visits, form submissions, and email activity.

Downloads

This section includes all content that has been downloaded by your contacts. The information available is the download name and the date, and time in which the download occurred.

GoToWebinar

If you have connected your GoToWebinar account with Paminga, you will be able to see all webinar registrations, webinar attendance, responses to questions, polls, and surveys.

Lead Ownership

All Lead Ownership updates are recorded for your contact.

Lead Scoring

If you leverage Pamgina Lead Scoring, all scoring updates for each overlay will be present here. You will be able to see any score adjustments and the rule in which the adjustment was made.

Lead Stage

As leads become more engaged with your marketing material they will transition into new lead stages that let your sales team know when a customer is ready to buy. Lead Stages tracks these changes with the date and time in which these changes were made.

List Membership

All Marketing List and Subscription List membership changes will be tracked here. You will be able to see when and how a contact was added or removed from a list and if applicable, the user who did so.

Privacy/GDPR Consent

Any updates made to the contact's Privacy/GDPR Consent.

Video

All recorded video views (YouTube, Vistia, Vimeo, & Vidyard), including the percentage watched by contacts on your site.

All Activities

A comprehensive overview of all data recorded by contacts in your account.

Contact Details // Accordion Data

On the left-hand side of the default page of the Contact Details, you will find accordions with more data points. The information available here includes:

Account

The Account accordion provides you with all available Account information for your contact. This data includes Account standard fields such as Account Name, Website, Employees, Revenue, Description, Billing Address, City, State & Country, and when the Account was created/last modified. Easily click on the Account Name to be taken to see more Account Details.

Bounce/Unsubscribe Status

The Bounce/Unsubscribe Status will include if your contact is subscribed or bounced. Any changes to these statuses will be available with the date and time.

Lead Score

The Lead Score accordion contains all "Active" Lead Score Overlays, and the Scores for each Ruleset (Contact, Activity, Engagement, Manual, Total Score). Beside each ruleset's name, Pause pauses scoring for the contact and Reset resets the contact's scores in that ruleset.

Marketing Lists

Easily track all Marketing Lists that your contact is a member of. You can also add your contact to a Marketing List, straight from the details page by selecting "Add to Marketing List" or remove from a Marketing List by choosing the "x" icon.

Subscription Lists

Easily track all Subscription Lists your contact is a member of. You can also add your contact to a Susbcritopn List, by selecting "Add to Subscription List" or remove from a Subscription List, by choosing the "x" icon.

All Fields

Via the Contact Details, you will see a tab for "All Fields". Selection of this tab will pull up all Standard and Custom Fields within your Paminga account. If a contact has one of these fields set, you will see this data available here.

If your account uses Record Layouts, the layout decides how these fields are arranged: which sections they sit in, in what order, and which sections open collapsed. Rules can give different contacts, or different teams, different layouts.

Notes

If you do not have a connected CRM, on your Contacts, you have the ability to add Notes to each contact. You can create as many notes as you would like.

Tasks

If you do not have a connected CRM, Tasks will allow you to create Tasks that can assigned to any Net-Results user. The Tasks include a Subject Line, Priority, Due Date, Status, and Comment section. You can create as many tasks as you would like for each contact.

Every Task assigned to you also appears in Sales → Tasks.

Actions

The Actions menu, at the top right of the Contact Details page, holds everything you can do to an individual contact. Hover over Actions to open it.

The Actions Menu on a Contact Details Page:

Not every item appears on every contact. The menu adapts to the contact and to your account, in this order:

• Create a Task: shown only when your account has no connected CRM. With a CRM, tasks belong in the CRM.
• Create a Note: shown only when your account has no connected CRM.
• Unbounce: shown only when the contact is bounced. Resets the contact's bounce status in Paminga and in your connected CRM, if any. See Bounced Contacts.
• Send One-Off Email: send any email in your account to this one contact. Hidden when the contact has no email address.
• Add to Marketing List: requires permission to manage Marketing List members. Without it, the item is greyed out and a tooltip says why.
• Add to Subscription List: requires permission to manage Subscription List members, with the same greyed-out behavior.
• Add to Drip Series: enroll the contact in a Drip Series. Hidden when the contact has no email address.
• Add to Workflow: enroll the contact in a Workflow. Hidden when the contact has no email address.
• Remove from Automation: take the contact out of an automation it is in. Hidden when the contact has no email address.
• Change Lead Score Manually: add or subtract points from the contact's score.
• Reset Lead Score: set chosen scores back to 0. See Reset Lead Score.
• Sync Contact to Salesforce: shown only when your Salesforce integration has sync enabled.
• Sync Contact to Dynamics: shown only when your Dynamics integration has sync enabled.
• Enrich with Apollo: fill the contact's empty fields with Apollo people data. Shown only when Apollo is connected.
• Unsubscribe this Contact / Resubscribe this Contact: one item that toggles with the contact's current status. See Unsubscribed Contacts.
• Merge with another Contact: combine two records for the same person into one. See Merge Contacts.
• Delete this Contact: permanently removes the contact and all of its historical data. There is no undo, so be sure.

Reset Lead Score

Sometimes a score stops meaning anything: a contact changed jobs, a ruleset was rebuilt, or a burst of bot activity inflated the numbers. Reset Lead Score sets the scores you choose back to 0 for this contact.

Pick one or more Lead Scoring Rulesets, check the Scores to reset (Activity Score, Engagement Score, Contact Score, Manual Score), and enter a Reason for Reset. The reason is required, and the reset and reason appear in the contact's Activity Stream so the next person to look knows what happened.

A reset does not fire Lead Scoring Thresholds. Scores dropping to 0 will not trigger anything on their own.

For resetting many contacts at once, or every score in a ruleset, see Reset Lead Scores.

Merge Contacts

Duplicates happen: a person fills out a form with a personal address, then a work one, or a CRM sync brings in a second copy. Merge with another Contact folds two records for the same person into one, and lets you decide exactly which values the surviving record keeps.

Choose the Surviving Record, Then Resolve Each Conflict:

The merge happens in two steps.

1. Find the other record. Find it by Email, LinkedIn URL, or Contact ID, then click Find record. The contact you started from is Record 1; the one you found is Record 2. Mark one of them as the Surviving contact. Record 1 survives by default.

2. Resolve conflicts. Paminga lists only the fields where the two records disagree (an empty value against a filled one counts). Fields that already match are counted and hidden. For each conflicting field, click the value you want to keep, and the Merged value column shows the result. Keep all from Record 1 and Keep all from Record 2 set every field at once.

The preselected picks follow a sensible rule: the surviving record keeps its own value, unless that value is empty and the other record has one. Custom fields are included alongside standard fields.

Click Merge records to finish. Here is what happens:

• The surviving contact takes the field values you picked.
• The other contact is deleted. Its list memberships, activity, website visits, custom fields, and other related records move to the surviving contact.
• If the deleted contact was unsubscribed and the survivor was not, the survivor becomes unsubscribed. An opt-out belongs to the person, not to the record.
• A "merged with another contact" entry is added to the survivor's Activity Stream.

If the contact you started on was merged away, Paminga takes you to the surviving contact's page.

note

A merge cannot be undone. Both records must belong to your account and neither can already be deleted.