The contact cards in Engage are simple yet very powerful. They include all collected data linked to a specific contact and give you in-depth insight into the individual.

These are the accessible tabs on a contact card in Engage.

Overview

This page provides contact information, labels, customer loyalty (NPS), statistics, member information, GDPR, KPIs, and settings connected to the contact.

Messages

Shows a list of all messages sent to this specific contact. You can see the delivery status for all messages and how the SMS or email design looked for this specific contact. This includes both manually sent messages and messages generated from automations.

Change history

Provides a list of all changes registered on the contact.

Rewards

Provides a list of the contact's reward points history and you have the possibility to adjust or add points to the specific contact (available if you have an active reward program in Engage).

Consents

Engage has a contact attribute called the Consent field. This is part of supporting GDPR and the consent field has three options: yes/no/not set. If the consent field is mandatory, the consent has to be accepted in order to create a contract.

Promotions

A list of all promotions (multichannel promotions) provided to the contact and if/when they were redeemed (available if the promotions module is activated).

Transaction history

Shows a list of the contact's transactions and statistics on the total purchase amount for this month, this year, the last 12 months, and the last 24 months (available if transactions are integrated).

Stamp card

This tab provides an overview of the contact's stamp card history and you have the possibility to manually add stamps to the customer's stamp card (available if stamp cards are configured).

Personal data extract

When the button is pressed, the system will collect all related data and generate a zip archive that is available to download. Read more about the personal data extract here.

Products of interest

Shows a list of the contact's products of interest, based on clicks on your website (available if Engage's Tracking Script is implemented on your website).

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