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Act-On Software

The Contact Report

The Contact Report provides a complete view of an individual in Act-On.

To access the report, click on any contact from a list or other Act-On report (eg., Sent Message Report). Here you can gain a comprehensive view of the contact’s engagement and activity history as tracked by Act-On as well as view or edit any information associated with the contact.

Top Section

The top of the report provides key information for the contact which remains visible while viewing any of the information in the tabs below. When viewed within Act-On, the top right of the report offers three buttons:

  • Back button to return to your previous page
  • Email button to send a new message to this contact
  • Delete button to delete the contact from the list you are currently working within – please note that this erases the contact from the single list only and is not a substitute for a complete erasure under GDPR

Summary Tab

The Summary tab displays a cumulative count of all behaviors and activities as well as the contact’s score. Clicking the Score card reveals how points have been gained by behavior type. Each of the behavior cards offers a count of the total behaviors of that type. Clicking on any of these cards takes you to a filtered view of the Timeline tab to display only behaviors of that type.

Contact report - mocked with score closed - cropped.png

Timeline Tab

The Timeline tab provides a timeline of behaviors for the Contact. The Timeline can be filtered by the behavior type via the filter button in the top right. By default, the timeline displays all activities from all contacts.

Contact Report - Timeline cropped.png

Associations tab

Customers who are syncing Salesforce, SugarCRM or Microsoft Dynamics CRM with Act-On can use The Association tab which lists all synced records which are related to the Contact. This may include Account, Opportunity, Campaign or other records which can be viewed in a tabular view of the fields and values on each object via the Actions menu on the right of each listed record. When viewing the data on these related records, the values are protected from changes to prevent undesirable effects in the CRM. Viewing the fields and values in these associated records can be very helpful in crafting or troubleshooting segmentation rules which leverage this data.

If associated with an Account record, the Actions menu for this associated record allows you to easily navigate to the Account Report where you can see a cumulative view of all contacts associated with the account.

 

Info tab

The Info tab provides you with a tabular view of the fields and values attached to the contact record as found on the list used to access the report. Additionally, these values can be easily edited by clicking on the field value, making the desired change and saving it to the list. Changes will be synced to the CRM upon your next sync.

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