...
- Addresses: You can input up to three addresses (main, delivery, or invoice). You can learn here about our partner Loqate, that enables the autocompletion of addresses, and here some recommendations regarding the French La Poste on how to fill out the addresses.
- 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: You can register here any additional interaction with the contact, such as phone calls, emails... You'll be able to define a status (open, close, archived...), the communication medium and whether you were the one contacting the contact ("direction out") or the contact reached out to you ("direction in"). You can also assign them to an operator. Please remember that there are no notifications or reminders of the interactions that are imputed to be done in the future.
- Audit contact: Detailed log of all the modifications of the contact file. You need to input a time frame to see them.
...
- Shipment list: All the documents that have been sent to the contact will automatically appear here: quotations, emails, marketing campaigns...
- 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 toa ticket for. It can be a ticket under their name that they haven't purchased personally, but that someone else has purchased for them.
- Attendance history: Tickets that have been controlled at the access of the venue (museum, concert, opera...).
- Financial history: Set of payments made by the contact.
Here 's an example are two examples of how an order could be linked to several contacts and thus appear in different records:
...
- The teacher would be the relay of a school and he would be visiting the museum: the visit would appear in the cultural history of his relay contact file... and in his purchase history, as he made the order for the reservation.
- The students, if they were to have a contact file each and the tickets were attributed nominatively, the visit would appear in their cultural history.
- There would be no attendance history until the tickets are scanned at the entrance of the museum. So if one of the students finally doesn't come, they'd have the ticket in their cultural history, but not in the attendance one.
- The payment for the visit would be made by the school, so the visit would appear in the financial history of the school structure contact file.
A secretary calls the Opera to make a reservation for a the Executive Committee of the Pear Company:
- The secretary would be the relay of the Pear Company: the tickets to the Opera would appear in the their purchase history, as they made the order for the reservation.
- The members of the Executive Committee would have a contact file each, and the tickets would be nominative: the visit would appear in their cultural history.
- There would be no attendance history until the tickets are scanned at the entrance of the Opera. So if one of the members of the Executive Committee finally doesn't go to the event, they'd have the ticket in their cultural history, but not in the attendance history.
- The payment of the tickets would be made by the Pear Company, so the visit would appear only in the financial history of the Pear Company's structure contact file.
Remember that in order to see most of these records you need to select a timeframe.
...
If you want to know more about how the contact file is laid out and its internal logic, click here.
And finally, you can go on and test your knowledge here: SAM 1 - Concepts and basic principles: Exercices
...