Knowledgebase

 

Contact Details Overview

Each contact stored in your Segwik account can store all of the necessary attributes needed to properly manage their journey through your business.  To see all of the details on a given contact, use the search box in the upper right area of the Segwik user interface, or navigate to the contact list via on the left panel of the Segwik interface. Next, click on the Contact Type you are searching for, and finally, from the contact list, click on the contact you are searching for. For a complete overview of Contact Types and their purpose, click here.

Here, Segwik makes it easy to categorize the different contacts that comprise your business’ sphere of influence into proper buckets of people.  

The Contacts sections features:

  • Prospect

  • Lead

  • Candidate

  • Customer

  • Client

  • Subscriber

  • Donor

  • Member

  • Colleague

  • Stakeholder

  • Leader

  • Partner

  • Referral Source

  • Shareholder

  • Referral

  • Investor

  • Guest

  • Family Member

  • Friend

  • Student

  • Professor

  • Teacher

  • Company

  • Organization

  • Chamber

  • Chapter

  • Club

  • Business Network

  • Charity

  • Team

  • Firm

  • Vendor

  • Service Provider

  • Sub-Contractor

  • Campaign

  • Office

  • User

  • School

  • Employee

  • Staff

  • Assistant

  • Team Member

  • Cast Member

 

A short overview of the "Contact Details" interface

  • Contact Primary Area:

    • This is where the most important contact information for the given contact can be seen and managed.

  • Additional Details: 

    • Here you will find a list of additional attributes that can be managed for each contact. Segwik keeps the user interface clean and tidy by hiding all empty fields until you click on a given attribute to activate it.

    • Located below the Primary Contact Area. 

    • A sample of additional details manageable here include: 

      • Additional phone numbers 

      • Additional email addresses

      • Additional physical addresses 

      • Tags 

      • General information 

      • Language 

      • LinkedIn information

      • Job title 

      • Gender 

      • Client quality 

      • Website 

      • Birthday 

      • And many more…

    • For a complete list of additional system fields, and how to manage them click here.

    • For setting up custom fields for contacts click here.

  • Communications: 

    • Here you will find the entire communications history with this contact including email, phone calls, text messages and chat messages. Simply click on a message to see more details about the message.

  • Journeys: 

    • Here you will find all of the journeys that this contact has traveled, along with specific information about the journey including:

      • Where contacts are in a specific journey

      • The number of journey tasks you have available 

    • Here you can also add the contact to a journey manually.

  • Upcoming: 

    • This allows you the ability to invite contacts to a meeting

    • Upcoming meetings will also be visible in this area.

  • Notes: 

    • You can store any amount of notes on a contact, and they will be visible by clicking on the "Add Note" in the notes area.

  • Action Button: 

    • Action buttons allow you to:

    • Delete contacts

 

 

 

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