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- In the general tab you’ll find:
- Confidential level (Free / Restricted / Confidential): All contacts are set to free by default. This function would limit the operators that would be able to see a particular contact within the database, depending on their rights. This could be useful if the contact were a very famous person.
- Reference code: This code can be used to search for a contact. It's usually used to reference the number of a previous CRM contact file.
- Validity end date: A contact can be invalidated at any time, so no action whatsoever can be carried out: no internet account, no purchased, doesn’t appear in targets… However, they can be found through the advanced contact search when enabling the “With invalid contacts” case, and revalidated anytime. This use can be particularly interesting when a relay contact stops working for a particular institution and thus will probably never use again that particular professional account.
- Disability type (None / Sitting at row end / Seating near the stage / Wheelchair / Without wheelchair): These types are determined by the type of accommodations an individual might need, they do not specify the nature of the disability to comply with data protection policies. They cannot be modified as they have been approved by the CNIL (France).
- Passport/ID: It can be used for security reasons to identify individuals that have been banned to access the events of an institution, usually those that manage sport matches.
- In the marketing tab you’ll find:
- Campaign: If the contact has not been targeted for a specific campaign but they should be included, you can add them here.
- Bounce status: … of emails sent to the contact’s email.
- Hard bounce: Whenever the email is invalid or non-existent.
- Soft bounce: When an automatic email reply is sent from that account, Secutix cannot interpret it. This could be, for example, an out of office notification.
- In the management tab you’ll find:
- Alias: When making a purchase through an online sales channel, a user might choose to register their credit card information. This information is not stored within Secutix, it’s part of the data the bank is responsible for. However, to be able to make the right information request to the bank, an alias is stored within Secutix.
- In the administration tab you’ll find:
- Contact status: When the blocked case is selected, the contact will not be allowed to make any purchases within the institution. Its use is usually correlated with the Passport/ID information input (see above).
NOTES: It is important to be careful in the input of the free text notes as they are not SecuTix’ responsibility and they could be subject to data protection investigations carried out by data protection authorities (CNIL in France), and thus deemed not conforming. Besides, as they are free text, its information cannot be used when targeting from SAM (SecuTix Audience Management). This applies not only to the notes tab, but also to other free text fields such as the remarks field within the general tab, the remarks or the remarksinteractions.
When one or more notes are created within a contact file, the tab name will appear in red and this symbol will be displayed next to the name when a contact search is made from the Cart menus in the Sales Chanel context. You'll be able to explore it during the Quick sales training, but here's a list of all the symbols you might see linked to a contact.
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- Addresses: You can input up to three addresses (main, delivery, or invoice).
- Criteria: Manual classification of the contacts according to the criteria defined at the beginning of the project with the organization. The available criteria list can be different for individuals and structures. These can be used later to segment the contact base and create targets within SAM. To know more about all the potential of criterion and discover how they could help you segment your contact base, click here.
- Indicators: They are automatically calculated based on the activity of the contact in the organization. These can be used later to segment the contact base and create targets within SAM. To know more about all the potential of indicators and discover how they could help you segment your contact base, click here.
- Connections: Click here to explore all the connections that can be established between contacts.
- Interactions: : All the documents that have been sent to the contact will automatically appear here: quotations, marketing campaigns... You can also register any other additional interaction, such as phone calls, emails... You'll be able to define a status (open, close, archived...), the communication medium and ... beware description data protection
- Audit contact: Detailed log of all the modifications of the contact file. You need to input a time frame to see them.
Within the vertical menu, you can also find the four main records of a contact:
- Shipment list:
- Purchase history: Set of orders made by the contact.
- Cultural history: Set of products (events, passes, matches…) which the contact has attended or will attend to.
- Financial history: Set of payments made by the contact.
EXAMPLE NEEDED
- Shipment list of the organization: set of links established with the contact (sending of emails, campaigns, etc.)
DIFFERENCES WITH STRUCTURE CONTACTS
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