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, Engagement, Activity, Total Score).

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.

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.

Actions

The Actions drop-down provides you with all Actions available on an individual Contact. The available Actions include:

• Create a Task (If you do not have a connected CRM)
• Create a Note (If you do not have a connected CRM)
• Send a One-Off Email: Choose any Plain Text Email or HTML email in your Paminga account to send to a contact
• Add to Marketing List
• Add to Subscription List
• Add to Drip Automation
• Add to Workflow
• Remove from Automation
• Change Lead Score Manually
• Sync Contact to your CRM
• Unsubscribe this Contact
• Delete this Contact
  • NOTE: Please exercise caution when using this option. In doing so, all historical data for the contact will be permanently deleted