What is Contact Insight?

Contact Insight provides you with a summary view of a contact's marketing history. This includes, scores, behaviors and automated program participation.

Contact Insight in Acoustic Campaign

Search for a contact in your database and click the contact's email name. On the Edit Contact page within Acoustic Campaign, you can quickly view your contact's lead rank, score and the number of programs the contact is participating in within your CRM or leads database (scoring and ranking must be activated). Additionally, you can view the same version of Contact Insight, currently available in salesforce.com app exchange, within Acoustic Campaign by clicking the View Contact Insight button.

View all actions

A Contact Insight user can view a list of historical mailings and web tracked events for a contact. This feature provides an up-to-date and historical look at the emails that have been sent to or opened by your contact, or web tracking events up to the number of days allowed by your organization's retention settings. Org admins can go to Archive Settings to view retention settings.

Note: Acoustic Campaign Administrators set certain retention periods, such as the anonymous and attributable web tracking data retention periods. These settings override any organization-level retention settings. So, if your organization wants to view a longer history, your Org Admin should contact Acoustic Campaign to discuss your options.

Click the View All Actions link below the actions panel on the main page of Contact Insight to see the actions performed by a contact.

  • Actions include events triggered on your emails, web-tracked sites, and landing pages by your contact.
  • Actions can be sorted by event type, action name, and action date.
  • Actions that are the result of activity on your tracked web sites, landing pages, and forms provide the action or event with the event description, which you can click to see the web page or landing page where the action was triggered by your contact. At the site, you can also click to the tracked web site or landing page site containing the page where the event was fired.
  • Access to key web site, landing page, and email activity information for your contact including:
    • View the web page that a contact viewed after clicking a link in your email.
    • Clicked link in an email event: The Mailing Click Link Event in the Contact Insight Actions and View All Actions panel provides insight about the following types of links clicked by a message recipient:
      • Tracked Hyperlinks: Displays the link name with a hyperlink to the link's target URL, a reference to the email, and a link to view the email that contained the hyperlink.
      • Click Stream Links: Displays the link name with a hyperlink to the link's target URL—such as a download of a white paper—a reference to the email, and a link to view the email that contained the link.
      • Share to Social Clicks: Displays the name of the social network, a reference to the email, and a link to view the email the contact shared.

Site visit history

For specific site visit events, you can use the Site Visit History window within Contact Insight Actions and View All Actions, to view important information regarding how your contact was referred to your tracked web site or landing page. The Site Visit History window also provides key web site interaction details such as, Site Visited, Length of Stay, Number of Pages Viewed (includes a full-path listing of pages viewed and the time of the last view of each page), Page Name, and URL (clickable).

Referrals are listed as:

  • Direct (typed or bookmarked entries)
  • Search Engine (Google.com, Yahoo.com, Bing.com, and so on); also includes keyword.
  • Social network (Linkedin.com, Facebook.com, and so on)
  • Referring domain and/or email.
Note: Referrals are also clickable so a Contact Insight user can view the email, web page, search engine, or web site that referred the contact to your tracked web site or landing page.

View all messages

Email and SMS messages View All Messages is located below the messages panel in Contact Insight. This feature provides an up-to-date and historical look at the emails and SMS messages that have been sent to or opened by your contact up to the number of days allowed by your organization's retention settings (Org Admins can go to Archive Settings on the Organization Settings page to view retention settings).

You can sort emails by Sent/Opened, Mailing Subject, Sent Date and Open Date, which allows you to easily identify key messages that have been sent to or opened by a contact. Now, messages in both Contact Insight and View All Messages are preview-enabled, allowing you to quickly view the content of the emails sent to the recipient, which is helpful when you reference a call to action or key piece of information with your contact.

Note: If the content of the email has personalization or dynamic content, then the content shown in the Contact Insight message will reflect what the email looks like if it was sent at this moment, not what it looked like when it was actually sent and received by the recipient.

Add contact to program

Use the Add Contact to Program feature to add a contact to an Acoustic Campaign program that has been approved for sales. This allows you to further nurture your contact with additional message streams. Click the Add Contact to Program button, and then select an item from a list of programs marked as Approved for Sales. To add a contact to a single program or to multiple programs, click the '+' button.

Engaged in programs

Contact Insight users can quickly identify the number of programs a contact is participating in by selecting the Engaged in Programs link. Clicking the link opens a list of programs the contact is currently participating in, shows the status of the contact within the program (Running, Complete and Inactive), and the selected contact's status in the program as 'In Progress' or 'Complete.'

Contact Insight within Lead Alerts

Contact Insight is also available within the lead alerts configured on your Leads Scoring Model. Use this feature to notify key Marketing or Sales personnel when an important or actionable event occurs for your contact. Lead Alerts can contain a link back to a standalone Contact Insight page for an immediate view of messages, events, and scoring information for a specific contact.

Note: The Contact Insight feature is not supported for Transact recipients.